Economic Injury Disaster Loan (EIDL) icon

Economic Injury Disaster Loan (EIDL)


Download your free Economic Injury Disaster Loan (EIDL) template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Economic Injury Disaster Loan (EIDL)' templateEconomic Injury Disaster Loan (EIDL)Prep2 AutomatorsGather all totals from financials (Gross Revenues and COGS) for the EIDL loan applicationCompletedPrep / assemble the necessary details for the client to complete the EIDL loan applicationCompletedSection #1: Business InformationCompletedSection #2: Business owners informationCompletedUpdate and send the client tasks to the clientCompletedCLIENT TASKSAssistance to complete your Economic Injury Disaster Loan application3 AutomatorsStep 1: Start your EIDL application — To StartDue Today

Download this best practice checklist for assisting your United States clients with an application for the Economic Injury Disaster Loan (EIDL), as a response to the COVID-19 crisis. This process will help you prepare as much of the information needed for the application and provide that to the client for them to complete the application themselves.

This template is part of the Karbon COVID-19 Rapid Response Kit.

Download the Template

Download your Economic Injury Disaster Loan (EIDL) template now.

  • .XLSX File
  • Process Map

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Get more out of this template by adding it to Karbon, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling

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