Sending Documents:

Uploading documents is the fastest and most secure way to provide your documents. Documents can be uploaded from any device (desktop, tablet, or phone).

To upload your document(s), drag and drop files or click on Choose Files:


  • Form 941 filed for each quarter of 2020 and 2021.

  • Form 940 for 2020 and 2021.

  • Payroll data file: Showing gross wages, per employee, per paycheck for all of 2020 and 2021. Please provide a separate file for each year in Microsoft Excel format (.xls, .xlsx, or .cvs)

  • Health Insurance Data: If you offered health insurance, please include the monthly carrier invoices that were paid during 2020 and 2021. (Needs to include employee name, date and the premium paid for each).

  • PPP Loan #1 and PPP Loan #2 Loan Forgiveness Application and Forgiveness Letter (if applicable).

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