Make your application process easier by preparing required documentation before you begin.
You’ll need to submit documentation to show how you spent the proceeds of your PPP loan, such as:
Eligible payroll expense documentation, which may include bank statements, payroll reports or IRS payroll filings
Non-payroll expenses, categorized as utilities payments, mortgage interest payments, and/or rent payments, documentation may include invoices, billing statements, bank statements, lease agreements, or mortgage amortization schedules
Additional documentation requirements may vary based on your application.
Documents needed for Form 3508 can be found on page six of the revised SBA Form 3508 instructions.
Documents needed for Form 3508EZ can be found on page four of the SBA Form 3508EZ instructions.