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DOCUMENTS REQUIRED FOR PROCESSING

W-3 for 2019
We use this IRS form to confirm the number of full-time and part-time employees you averaged in 2019.


If you have trouble getting a W-3 from your payroll company, you can also provide your packet of W-2's or even a state payroll tax form that will help us to estimate how many employees you had in 2019.

PEO Note: 
If you lease your employees from a PEO, please provide documentation from your PEO that shows how many full-time employees you had in 2019.

Form 941's for all quarters (Q2 2020 to Q3 2021)
You are welcome to deliver these as individual PDFs or as one large PDF, whichever is easier.

In all, we are looking for 6 Form 941's.

We do not need any state filings or the annual Form 940.

PEO Note: 
If you lease your employees from a PEO, you will not have a Form 941. Your payroll taxes are included on a Form 941 with all the other clients of that PEO. You can skip this documentation.

For Year 2020 - PPP#1 Forgiveness Application - Form 3508 / 3508S / 3508EZ

For Year 2021 - PPP#2 Forgiveness Application - Form 3508 / 3508S / 3508EZ

If you did not receive a PPP Loan in 2020 or 2021, or if you have not yet applied for forgiveness, you can skip this documentation.

If you did not receive a PPP Loan in 2020 or 2021, or if you have not yet applied for forgiveness, you can skip this documentation.

If you did not receive a PPP Loan in 2020 or 2021, or if you have not yet applied for forgiveness, you can skip this documentation.

Payroll Journal from 3/1/20 to 12/31/21

Report is preferred in spreadsheet format.

Some payroll providers call this a "Check History". For others, it is a "Payroll Detail" or "Employee Detail". For others, it is simply a "Payroll Journal".

To be clear, here are the important traits of this report:

i.  This report should show the breakout of each paycheck for each employee.
ii. This report should not summarize wages by employee across the entire date range.
iii. This report should not summarize wages by paycode/deduction/contribution for all employees.

Report is preferred in spreadsheet format.

Some payroll providers call this a "Check History". For others, it is a "Payroll Detail" or "Employee Detail". For others, it is simply a "Payroll Journal".

To be clear, here are the important traits of this report:

i.  This report should show the breakout of each paycheck for each employee.
ii. This report should not summarize wages by employee across the entire date range.
iii. This report should not summarize wages by paycode/deduction/contribution for all employees.

This is an example of a correctly formatted Payroll journal: