PPP: Tax Forms

 

Refundable Paid Sick Leave/FMLA and Employee Retention tax credits, use the Quarterly income Tax Form 941 

To request an advance on the tax credits ahead of the quarterly filing, use this IRS Form 7200

 

Tax Form 941

 

Tax Form 7200

SBA Form 3509

 

Please note with urgency the SBA Form 3509 is for companies that have a PPP loan over $2 million that amounts to a “needs” test. We have spoken with Senate Small Business Committee staff and they are aware of concerns over this development

 

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