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Paycheck Protection Program (PPP) Loan icon

Paycheck Protection Program (PPP) Loan

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

A preview of the 'Paycheck Protection Program (PPP) Loan' templatePaycheck Protection Program (PPP) LoanPrep2 AutomatorsGather all payroll documentation (e.g. provider's payroll PPP summary report)CompletedPrep / assemble the necessary details to complete the initial PPP loan application (and schedule client meeting)CompletedBusiness details (entity, name, address, TIN, Phone, Contact, Email)CompletedPayroll details (monthly payroll, x2.5 amount, employee count, purpose)CompletedApplicant ownership (name, title, ownership %, TIN, address)CompletedSchedule the PPP loan submission virtual meeting with the client (or send them the loan details)Ready To StartDue TodayAdvise

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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  • .XLSX File
  • Process Map

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