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Employee Retention Form
Contact Details Payroll Administrator/ Owner
Primary Payroll Processor
(Required)
Name
(Required)
First Name
Last Name
Email
(Required)
Phone Number
(Required)
Please Upload 2020 Payroll Form 941: First Quarter 2020 - Fourth Quarter 2020
Drop files here or
Select files
Max. file size: 128 MB, Max. files: 30.
Please Upload 2021 Payroll Form 941: First Quarter 2021 - Fourth quarter 2021
Drop files here or
Select files
Max. file size: 128 MB, Max. files: 30.
Please Upload All Payroll Reports For 2020 and 2021 (Preferred Quarterly Payroll Format In Excel)
Drop files here or
Select files
Max. file size: 128 MB, Max. files: 30.
Paycheck Protection Program Questionnaire
Did Your Company Receive PPP 1
(Required)
Yes
No
How Much Was Your PPP 1 Loan Amount?
Date PPP 1 Received
MM slash DD slash YYYY
Was Your PPP 1 Forgiven?
Yes
No
Did Your Company Receive PPP 2
(Required)
Yes
No
How Much Was Your PPP 2 Loan Amount?
Date PPP 2 Received
MM slash DD slash YYYY
Was Your PPP 2 Forgiven?
Yes
No
Please upload PPP forgiven application request form (e.g form 3508)
Drop files here or
Select files
Max. file size: 128 MB, Max. files: 30.
Do these payroll include wages paid to the person who own more than 50% of the same business entity or his/her close relative. If yes Please list down First name and Last name to identify.
Yes
No
Owner W2 with 50% or Greater Interest
First Name
Last Name
Family Member Working For The Business
First Name
Last Name
Family Member Working For The Business
First Name
Last Name
Family Member Working For The Business
First Name
Last Name
Family Member Working For The Business
First Name
Last Name
