PPP Documents Needed https://www.aicpa.org/press/pressreleases/2020/aicpa-recommends-lender-docs-and-key-calcs-to-use-in-ppp-application.html AICPA Recommends Lender Documents and Key Calculations to Use in PPP Applications AICPA Recommendations PPP Application Documentation for Lenders The American Institute of CPAs, the AICPA-led Coalition, and other key stakeholders—collectively representing 44K CPA firms, 2.5M small businesses and 30M employees—have come together to drive a common understanding and approach around the implementation of the U.S. Treasury and Small Business Administration Paycheck Protection Program (PPP). Based on these collective discussions and our understanding of the intent of the PPP program, the AICPA is making the following broad recommendations for lender documents as well as providing direction on a few key calculations. These AICPA recommendations are not meant to be comprehensive. This is not intended to be used as a loan calculator. Rather these recommendations are meant to help minimize confusion and complexity for applicants and to help drive consistency with lenders. Our overall objective is help drive an effective PPP application process that quickly directs relief funds into the hands of small business owners and their employees. For Employers Federal tax reports: 2019 IRS quarterly reports on Form 941 and annual Forms 940 or 944. If your organization uses a Professional Employer Organization (PEO), you can supply other supporting documents. Compensation: Payroll reports for calendar year 2019, which will include the following: Gross wages for each employee, including officer(s) if paid W-2 wages Paid time off, vacation pay and family medical leave pay for each employee, if not included in gross wages State and local taxes assessed on an employee’s compensation (i.e. SUTA) For seasonal businesses, use a 12-week period between Feb. 15, 2019, or March 1, 2019 For organizations that were not in business during the period beginning Feb. 15, 2019 through June 30, 2019, use Jan. 1, 2020, to Feb. 29, 2020 Group health care benefits: Documentation showing total costs paid for all health care benefits, including insurance premiums paid by the organization under a group health plan Include all employees and company owners Do not include employee withholdings for their portion of contributions to the plan Reporting period to match the compensation period included in Item 2 Retirement plan benefits: Documentation showing the sum of all retirement plan funding costs paid by the organization Include funding for all employees and the company owners Do not include employee withholdings for their portion of contributions to the plan Reporting period to match the compensation period included in Item 2 Additional Points for ... https://www.youtube.com/watch?v=xrqT98xA0xg

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