SBA/PPP CHECKLIST

  1. SBA Paycheck Protection Program Application (SBA Form 2483 Rev. 06/20)
  2. 2019 941 Payroll Tax Reports
  3. 2019 Payroll Summary Report
  4. Most recent payroll summary report for payroll on or before 2/15/20
  5. 2019 Personal Tax Returns

For New TNB Clients please also submit:

  1. Entity Corporate Documents
  2. State Issues ID or Passport on all owners and/or endorsers
  3. Last two (2) years of Tax Returns

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