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Workflow Templates

Paycheck Protection Program (PPP) Loan Template

Download your free Paycheck Protection Program (PPP) Loan template to personalize and use in your bookkeeping or accounting firm.

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Download Paycheck Protection Program (PPP) Loan Template

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Payroll

Created by Karbon

A preview of the templatePaycheck Protection Program (PPP; COVID-19) (United States)Prep2 AutomatorsGather all payroll documentation (e.g. provider's payroll PPP summary report)CompletedPPrep / assemble the necessary details to complete the initial PPP loan application (and schedule client meeting)CompletedIBusiness details (entity, name, address, TIN, Phone, Contact, Email)CompletedCPayroll details (monthly payroll, x2.5 amount, employee count, purpose)CompletedTApplicant ownership (name, title, ownership %, TIN, address)CompletedFSchedule the PPP loan submission virtual meeting with the client (or send them the loan details)Ready To StartDue TodayTAdvise

About this template

This best practice checklist will assist your United States clients with an application for the Paycheck Protection Program (PPP). It includes steps for prep, advising, assembling, and requesting required information.

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How to use this template

Add this template to Karbon

Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling
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Alternatively, you can

Download Paycheck Protection Program (PPP) Loan Template

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Karbon Practice Management

A preview of the templatePaycheck Protection Program (PPP; COVID-19) (United States)Prep2 AutomatorsGather all payroll documentation (e.g. provider's payroll PPP summary report)CompletedHPrep / assemble the necessary details to complete the initial PPP loan application (and schedule client meeting)CompletedOBusiness details (entity, name, address, TIN, Phone, Contact, Email)CompletedWPayroll details (monthly payroll, x2.5 amount, employee count, purpose)CompletedOApplicant ownership (name, title, ownership %, TIN, address)CompletedQSchedule the PPP loan submission virtual meeting with the client (or send them the loan details)Ready To StartDue TodayOAdvise

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How to customize a template

You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.

Common customizations:

  • Reorder or nest tasks
  • Add or remove tasks
  • Edit the client task email
  • Use or modify Tasklist automators

Read the support article to learn more.

About Karbon

Karbon is an AI-powered practice management platform for accounting firms, designed to streamline operations and support scalable growth.

Trusted by nearly 3,000 firms, Karbon boosts productivity by an average of 18% by uniting teams, clients, work, billing, and reporting in one place. With 30+ integrations and an open API, it’s fully customizable.

Learn more at karbonhq.com or book a demo to see how Karbon can help your firm grow.

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