Payroll Document Examples
• Third Party Payroll report
• IRS Form 940 for 2019
• Documentation supporting employer contributions to
employee health insurance.
• Documentation supporting employer contributions to
retirement plans.
• Documentation supporting employer contributions for
other employee benefits.
• State quarterly business and individual employee wage
reporting and unemployment insurance tax filings or
other documentation of state unemployment insurance
tax.
Other Documents
• Articles of Incorporation
• 2019 Form 1120, Form 1120-S or Form 990
Payroll Document Examples
• Third Party Payroll report
• IRS Form 940 for 2019
• IRS Form 1065 Schedule K-1 for each partner.
• Documentation supporting employer contributions to
employee health insurance.
• Documentation supporting employer contributions to
retirement plans.
• Documentation supporting employer contributions for
other employee benefits.
• State quarterly business and individual employee wage
reporting and unemployment insurance tax filings or
other documentation of state unemployment insurance
tax.
Other Documents
• Articles of Incorporation/Formation
• Form 1065
Your PPP document checklist.
Business Documents In hand Submitted
Keep track of the documents you will need to submit for your PPP Loan
Application.
• Driver’s License(s) or other Real ID document (front and
back)
• Canceled Check (matching bank statement provided)
• February 2020 Business Bank Statement
• Supporting payroll documentation
⁃ Please see below for types of payroll documentation by
entity type
• Support for 25% revenue decline (FOR LOANS OVER
$150,000)
⁃ Annual or quarterly financial statements (audited or
unaudited)
⁃ Tax Forms
Payroll Document Examples
• IRS Form 1040 Schedule C
• IRS Form 1099-MISC
Independent Contractor / Sole Proprietor
without Employees
Sole Proprietor / Self Employed with
Employees
C-Corporations | S-Corporations |
Not-for-Profits
Partnerships
Everyone
Payroll Document Examples
• Third Party Payroll report
• IRS Form 940 for 2019 (only if you have employees on payroll- not
1099)
• IRS Form 1040 Schedule C (or IRS Form 1040 Schedule F)
• IRS Form 1099-MISC
• Documentation supporting employer contributions to
employee health insurance.
• Documentation supporting employer contributions to
retirement plans.
• Documentation supporting employer contributions for other
employee benefits.
• State quarterly business and individual employee wage
reporting and unemployment insurance tax filings or other
documentation of state unemployment insurance tax.
