- May 8, 2020
- Posted by: BJ Hudson
- Category: Economics
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- Business TIN (EIN or SSN)
- Drivers license or real ID (front and back, preferably in color)
- 2019 IRS Quarterly 940, 941 or 944 payroll tax reports from the last five quarters (ending on your most recent payroll date)
- Please note that if you are an independent contractor, you will need to provide a 1099-MISC as proof of payroll
- Detailed payroll information by employee
- 2019 tax returns (IRS Form 940 – send in 2018 if 2019 has been not filed)
- Documentation showing total of all health insurance premiums paid by the company owner(s) under a group health plan.
- Document the sum of all retirement plan funding that was paid by the company owner(s) (do not include funding that came from employees out of their paycheck deferrals)