UPLOAD tax documents from your most recently completed tax year with all schedules, and forms included as a 🗎 SCANNED PDF.

The most recently completed year of taxes is REQUIRED
If you filed a tax extension for your most recent tax year, ⬆️ UPLOAD both your filed tax return and the extension form (e.g., IRS Form 7004).
- 🔗Preference will be given to businesses that were in operation in 2021.
- Uploading 2021 tax documents is necessary to receive a preference point.
- A business who experienced a financial hardship in last two years according to filed tax returns, gets + 1 preference point.
- According to DEED, financial hardship is defined as 10% or greater decrease in gross revenue or a decrease in net income.
- Demonstrating a loss of revenue is necessary to receive a preference point.
The Business Name on the application must ◾◾ MATCH the Business Name on the uploaded taxes.
a. If you are a Sole Proprietor without a separate Business Name, the name on your application must ◾◾ MATCH the name on your tax return (1040 Schedule C). Whether you use your Business Name or your legal name, it must ◾◾ MATCH.
Tax documents must include ALL pages of your filed tax return.
⬆️ Upload the same tax return that was sent to the IRS, displaying the Primary Applicant’s full TIN/ EIN or SSN on the return.
Acceptable tax forms include the ones listed below. These are the only tax documents we will accept, unless you are a nonprofit submitting a 990 or 990EZ
a. 1040 Schedule C*
*For those with Multiple Schedule C Tax Documents, see section 6b. for instructions.
b. 1120-C
c. 1120-S
d. 1120
e. 1065
Home-based businesses must have claimed a “business use of home” deduction under IRS Section 280A(c)(1) to be eligible.
See 🔗Tax Form Reference for home-based business deductions per business structure.
🚫WE CANNOT ACCEPT “passive” income (i.e. rental income, property income, or real-estate income). A value on the revenue line is required, and revenue must be listed on one of the uploaded tax forms.

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Tax Documents

UPLOAD tax documents from your most recently completed tax year with all schedules, and forms included as a 🗎 SCANNED PDF.

The most recently completed year of taxes is REQUIRED

If you filed a tax extension for your most recent tax year, ⬆️ UPLOAD both your filed tax return and the extension form (e.g., IRS Form 7004).

🔗Preference will be given to businesses that were in operation in 2021.

Uploading 2021 tax documents is necessary to receive a preference point.

A business who experienced a financial hardship in last two years according to filed tax returns, gets + 1 preference point.

According to DEED, financial hardship is defined as 10% or greater decrease in gross revenue or a decrease in net income.

Demonstrating a loss of revenue is necessary to receive a preference point.

The Business Name on the application must ◾◾ MATCH the Business Name on the uploaded taxes.

a. If you are a Sole Proprietor without a separate Business Name, the name on your application must ◾◾ MATCH the name on your tax return (1040 Schedule C). Whether you use your Business Name or your legal name, it must ◾◾ MATCH.

Tax documents must include ALL pages of your filed tax return.

⬆️ Upload the same tax return that was sent to the IRS, displaying the Primary Applicant’s full TIN/ EIN or SSN on the return.

Acceptable tax forms include the ones listed below. These are the only tax documents we will accept, unless you are a nonprofit submitting a 990 or 990EZ

a. 1040 Schedule C*

*For those with Multiple Schedule C Tax Documents, see section 6b. for instructions.

b. 1120-C

c. 1120-S

d. 1120

e. 1065

Home-based businesses must have claimed a “business use of home” deduction under IRS Section 280A(c)(1) to be eligible.

See 🔗Tax Form Reference for home-based business deductions per business structure.

🚫WE CANNOT ACCEPT “passive” income (i.e. rental income, property income, or real-estate income). A value on the revenue line is required, and revenue must be listed on one of the uploaded tax forms.

Tax Documents

UPLOAD tax documents from your most recently completed tax year with all schedules, and forms included as a 🗎 SCANNED PDF.

The most recently completed year of taxes is REQUIRED

If you filed a tax extension for your most recent tax year, ⬆️ UPLOAD both your filed tax return and the extension form (e.g., IRS Form 7004).

🔗Preference will be given to businesses that were in operation in 2021.

Uploading 2021 tax documents is necessary to receive a preference point.

A business who experienced a financial hardship in last two years according to filed tax returns, gets + 1 preference point.

According to DEED, financial hardship is defined as 10% or greater decrease in gross revenue or a decrease in net income.

Demonstrating a loss of revenue is necessary to receive a preference point.

The Business Name on the application must ◾◾ MATCH the Business Name on the uploaded taxes.

a. If you are a Sole Proprietor without a separate Business Name, the name on your application must ◾◾ MATCH the name on your tax return (1040 Schedule C). Whether you use your Business Name or your legal name, it must ◾◾ MATCH.

Tax documents must include ALL pages of your filed tax return.

⬆️ Upload the same tax return that was sent to the IRS, displaying the Primary Applicant’s full TIN/ EIN or SSN on the return.

Acceptable tax forms include the ones listed below. These are the only tax documents we will accept, unless you are a nonprofit submitting a 990 or 990EZ

a. 1040 Schedule C*

*For those with Multiple Schedule C Tax Documents, see section 6b. for instructions.

b. 1120-C

c. 1120-S

d. 1120

e. 1065

Home-based businesses must have claimed a “business use of home” deduction under IRS Section 280A(c)(1) to be eligible.

See 🔗Tax Form Reference for home-based business deductions per business structure.

🚫WE CANNOT ACCEPT “passive” income (i.e. rental income, property income, or real-estate income). A value on the revenue line is required, and revenue must be listed on one of the uploaded tax forms.

Secretary of State

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