Upload your payroll verification documents.
Payroll tax reports filed with the IRS
Upload Forms 941, 940, state income and unemployment tax filing reports for the entire year of 2019 and first quarter of 2020 (if available).
Payroll reports for the past 12 months
Upload payroll reports showing all employees gross wages including PTO (which might include vacation, sick days, and other PTO). Include payroll reports up until the most recent pay period.
Health insurance premium documents
Upload monthly invoices showing health insurance premiums paid by the company under a group health plan including owners of the company for the last 12 months.
Retirement plan contribution documents
Upload employer contibutions workpapers, schedules and remittances to the retirement plan administrator for the past 12 months.
