Required Documents

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What is required to use PPP Fast Lane?

To use PPP Fast Lane, you must first be a non-employer business, independent contractor, gig worker, self-employed person, and you also must have:

  • Never received a PPP or EIDL loan
  • U.S. mobile phone number
  • Your Social Security Number
  • Bank account you can access online
  • Access to a PDF of your 2019 IRS tax filings including your IRS Form 1040 and attached Schedule C or Schedule F

 

What documents are required for PPP Fast Lane?

Before you apply via Fast Lane, make sure you have:

  • PDF copy of IRS Form 1040 and attached Schedule C or Schedule F from 2019

What is an IRS Form 1040?

Form 1040 is the standard form people use to report income to the IRS. It’s also where you claim deductions, credits, calculate refund or tax bill for the year.

 

An IRS Form 1040 looks like this:

 

 

Learn more about IRS Form 1040 on the IRS website.

What is a Schedule C Form?

A Schedule C Form is used to report income or loss from your business or the profession you practiced as a contractor, gig worker, etc. 

 

You need to provide a pdf copy of your 2019 Schedule C in order to apply for Fast Lane (unless your income came from farming or agricultural activities, in which case you will need to use a Schedule F Form).

 

A 2019 Schedule C Form looks like this:

 

 

Learn more about Schedule C on the IRS website

What is a Schedule F Form?

A Schedule F Form is used to report taxable income earned from farming or agricultural activities. 

 

A 2019 Schedule F Form looks like this:

 

 

Learn more about Schedule F on the IRS website

Can I use tax documents from another year (2020, 2018, etc)?

No. Fast Lane only works with 2019 tax filings. If the PPP is extended beyond March 31, 2020, we will consider adding support for 2020 filings.

How do I find my IRS Form 1040 and attached Schedule C, F, and/or other Schedules?

If you use a popular online tax filing program, you will be able to login and download them (see guides below). If you did not, you would need to either check copies of your tax filings or speak to your tax advisor or accountant if you use one.

I have a physical copy of my IRS Form 1040 and my Schedule C/F, how do I turn it into a pdf?

If you have a physical copy of your IRS Form 1040 and your Schedule C or Schedule F, there are several methods you can use to convert those physical documents to pdfs.

 

Scan using your mobile device

 

There are several apps available that will let you scan any document using the camera on your mobile device and automatically turn it into a pdf. 

 

Adobe Scan is a popular app that can do this for you but there are several similar applications that will work.

 

If you’d like to use Adobe Scan, you can download via one of the links below:

 

When using a mobile app, you simply take a photo of your IRS Form 1040 and your Schedule C/F and choose to save it as a PDF

 

If you own or have access to a desktop scanner, you can also use it to scan your documents and save them as a PDF.

How do I find my IRS Form 1040 and Schedule C (or other attachments) if I used TurboTax?

When you download a copy of your return, TurboTax includes everything that was sent to the government, which would include your IRS Form 1040 and Schedule C/F.

 

Guide to access your 2019 return via TurboTax:

  • First, make sure you’re using the same TurboTax account (with the same username) as in prior years. Otherwise, the below instructions won’t work.
  • If you’re signing in for the first time this year, they may ask you some questions before you get to the Tax Home screen where you can access your prior year returns. 
  • To get your prior year return:
    • Sign in to your TurboTax account here if you haven’t already.
    • Select Documents from the left menu. 
    • Use the drop-down menu to choose the tax year you want and then select Download tax PDF.

 

  • You can also access your prior year returns like this:
    • Sign in to your TurboTax account here if you’re haven’t already.
    • Scroll down to the bottom and select Your tax returns & documents.
    • Select the year you want, then select Download/print return (PDF).

If the year you’re looking for isn’t there, it might be in a different account. Go here to find all of your accounts, one of them should have the return you’re looking for

How do I find my IRS Form 1040 and Schedule C (or other attachments) if I used H&R Block?

Whether you completed your taxes with H&R Block in an office or paid to do your taxes online, you can get return copies when you create or sign in to your MyBlock account. 

 

Just access the Prior years link at the top-right of the screen in the “Your Taxes” section. You’ll then see all the years of tax returns available in your account. 

 

You should see the options on top of the screen to open, save, or print the tax return. You can either choose to save the return as a PDF, or you can choose to print the return and when your print dialogue window opens up choose “Save as PDF” as your print “Destination.”

How do I find my IRS Form 1040 and Schedule C (or other attachments) if I used TaxAct?

  • From within your TaxAct Online return click Federal. On smaller devices, click  in the upper left-hand corner, then Federal.
  • Click Print Center in the left column.
  • Click Custom
  • Check the item you want to print (You may need to scroll down in the section to locate the item).
  • Click Print
  • Click the PDF link.
  • Click the Printer icon or the Save icon or the Download icon (available when you hover your mouse over the bottom of the PDF form).

How do I find my IRS Form 1040 and Schedule C (or other attachments) if I used TaxSlayer?

If you electronically filed your return with TaxSlayer you can view/print a copy of your return by logging in to your TaxSlayer account, and selecting the “Prior Year” tab on the “My Account” page. You will then need to click on “View or Print Return.” From there you can either download the pdf of your return or choose to print and then “Save to pdf” as your print destination option.

How do I find my IRS Form 1040 and Schedule C (or other attachments) if I used Jackson Hewitt?

If your return was prepared at a Jackson Hewitt office that uses the Electronic Signature & Storage (ESS) system, you can print your tax return and other related tax documentation using MyJH.

  • Join MyJH or Log In to MyJH.
  • Click on Manage Documents.
  • Click the ellipsis ••• to the right of the document you’d like to download.
  • Select Download.

 

If you filed with Jackson Hewitt but DID NOT electronically sign your tax return, you can go to any office and show proper identification to obtain a copy.

 

If you filed with Jackson Hewitt but DID NOT electronically sign your tax return, you can go to any office and show proper identification to obtain a copy.

What is a pdf?

A pdf is a file format developed to present and read documents. It allows our system to read the contents of your IRS Form 1040 and your Schedule C/F automatically, thus making the application process much faster. 

 

To get a PDF of a document, you can either use a desktop scanner, or you can use one of several mobile applications that allow you to scan documents to PDF using your mobile camera. 

 

Adobe Scan is an example of an app that can do this for you, but any app that allows for “scanning to PDF” from your mobile device will work.

 

If you’d like to use Adobe Scan, you can download via one of the links below:

 

When using a mobile app, you simply take a photo of your IRS Form 1040 and your Schedule C/F and choose to save it as a PDF.

Can I just take a regular photo of my IRS Form 1040 and my Schedule C/F?

No. In order for our system to be able to read your application, it must be uploaded as a PDF. A regular photograph will not work and will result in your document being rejected and you being asked to upload a PDF.

 

If you have a photo scanning app on your smartphone (see above for more details), you may use your camera to scan your documents and save them as a PDF.

Can I combine multiple documents into one PDF?

Yes. There are several programs that will allow you to combine multiple documents into a single PDF.

 

An example of a free online program that will merge multiple pdf documents into a single file is Smallpdf: https://smallpdf.com/merge-pdf.

 

All you need to do on that page is click “Choose files” and select the PDFs you’d like to combine (you will need to have previously downloaded or scanned the PDFs you’d like to combine.

 

After you’ve selected your files, click “Merge files,” arrange the pages in the order you’d like them to be in the combined PDF, and click the “Merge PDF” button. The program will then combine each of your selected documents into a single, multi-page PDF.

What information do I need to provide on the DocuSign ID check page?

After you have completed PPP Fast Lane, you will be required to review, initial, and sign your official SBA application form. This form will be submitted to the SBA for consideration, and the document is very important.

 

Before you can sign your SBA application, you will first need to provide knowledge based answers to prove your identity. This is an important page and you should enter the information carefully and completely.

 

 

You must provide answers to all questions on the page, including date of birth and Social Security Number. If you don’t, you may fail the knowledge based questions, which will delay your application. Since this is an important fraud check, you will not be able to complete this multiple times if you fail.

I added the wrong document, how do I delete it?

You cannot delete the document. Please upload the correct document and answer all questions based off the correct document.

I didn't file taxes, am I still eligible?

No, you must have filed your taxes and provide a PDF copy of your IRS Form 1040 and Schedule C documents from 2019.

Can I apply with a Schedule E?

You can only use Schedule C or Schedule F with Fast Lane. Schedule E is not likely to be accepted for a PPP loan, but if you’d still like to apply with a Schedule E you can start at womply.com/ppp