Assessment Documents

*Before you begin–please make sure you are ready to upload the following documents:

Payroll documents and bank statements (required)

3 most recent bank statements *

Drag & Drop Files, Choose Files to Upload You can upload up to 3 files.

2019's 940 or 941 forms (All 4 quarters)

Drag & Drop Files, Choose Files to Upload You can upload up to 5 files.

2019 Business Tax Return *

Drag & Drop Files, Choose Files to Upload You can upload up to 5 files.

Drivers License *

Drag & Drop Files, Choose Files to Upload

Voided Check *

Drag & Drop Files, Choose Files to Upload

For requests over $150,000: Proof of 25% loss

Drag & Drop Files, Choose Files to Upload You can upload up to 10 files.

*If you are a sole proprietor or independent contractor using your schedule C: Please upload to the "2019 Business Tax Return" field.

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