• Step 3: Upload Documents Here

  • Document Upload Instructions:

    * All documents need to be in the original PDF format except for the Payroll Journal (Excel or .csv only), and the screenshots of the PPP forgiveness as mentioned above. No images, pngs, jpgs, scans, or scanned copies of PDFs or Excel spreadsheets. If they are in these prohibited formats, they'll be rejected and asked to resubmit them in the original PDF or Excel format. If you need help with the PDF format, please ask us, we're here to help!

  • Payroll Journal

    03/01/20 - 12/31/21

    Excel or .CSV Format