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Required Documents
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2019 List of Full-Time Employees
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Quarterly Profit & Loss Statements (2019 Q1 thru Q4 2021)
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Quarterly Form 941s (2020 Q1 thru Q4 2021)
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Quarterly Employee Wage Data by Employee (2020 Q1 thru Q4 2021)
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PPP loan Forgiveness Application (1st and 2nd, if applicable)
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2020 & 2021 Business Income Tax Return
How to Upload Documents
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Click 'Apply Now' and complete preliminary application. We will create a shared folder for requested documents using the sync forum as the secure filing-sharing platform.
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Email will be sent to email address provided in application containing the link to Sync.com
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Create an account
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Upload required documents to folder portrayed in your account
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Once collected, we initiate the eligibility analysis!


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