This form is for individuals with Self-Employment Income who file a form 1040, Schedule C. Please use the checklist below to confirm your Paycheck Protection Program application is complete. A printable checklist can be found here.
Document Check List – Form 1040, Schedule C Filers with No Employees
☐ SBA Form 2483 - Paycheck Protection Program Application.
☐ Completed Paycheck Protection Program Calculator. The maximum loan amount from the calculator must match the requested loan amount on SBA Form 2483.
☐ 2019 Form 1040 Schedule C. The 2019 Form 1040 Schedule C is not required to have been filed with the IRS but should be a correct representation of the Applicant’s Net Income.
☐ A 2019 IRS Form 1099-MISC, work invoice, or bank statement that establishes you are self-employed.
☐ Bank Checking Account Statement for February 2020.
☐ Copy of Driver’s License - Front & Back.
Document Check List – Form 1040, Schedule C Filers with Employees
☐ All the above Documents.
☐ 2019 IRS Form 941 from each quarter.
☐ Payroll records detailing all compensation paid to each employee, excluding amounts per employee over $100,000, from January 1, 2019 to December 31, 2019.
☐ Documentation showing all state and local taxes assessed on compensation of employees from January 1, 2019 to December 31, 2019. (State Unemployment Tax from quarterly wager reporting forms.)