PPP Forgiveness Documentation Checklist
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PPP After Enactment of the Economic Aid Act
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PPP Forgiveness Documentation Checklist

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In the PPP loan forgiveness process, borrowers are required to submit or maintain a variety of documents. To help make the collection of this information more streamlined, the AICPA has produced this checklist to walk borrowers through details of the information that must be:

  • Submitted with the forgiveness application

  • Retained by the borrower and be made available to authorized representatives of the SBA, including the Office of Inspector General upon their request

The requirements of the documentation will depend on the forgiveness form used from the SBA and if the borrower utilized any safe harbors. Due to this, this checklist indicates what the various documentation requirements are broken out by:

  • Form 3508

  • Form 3508S

  • Form 3508EZ

This is a tool to assist with the PPP loan forgiveness process and is not a substitute for authoritative guidance. Please read all instructions, refer back to authoritative guidance issued by the SBA and use your judgment when using this tool.

Download the Loan Forgiveness Documentation Checklist

File name: loan-forgiveness-documentation-checklist.xlsx

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