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Required Documents

  1. 2019 List of Full-Time Employees

  2. Quarterly Profit & Loss Statements (2019 Q1 thru Q4 2021)

  3. Quarterly Form 941s (2020 Q1 thru Q4 2021)

  4. Quarterly Employee Wage Data by Employee (2020 Q1 thru Q4 2021)

  5. PPP loan Forgiveness Application (1st and 2nd, if applicable)

  6. 2020 & 2021 Business Income Tax Return

How to Upload Documents

  1. 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. 

  2. Email will be sent to email address provided in application  containing the link to Sync.com 

  3. Create an account

  4. Upload required documents to folder portrayed in your account

  5. Once collected, we initiate the eligibility analysis!

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