Paycheck Protection Program (PPP)
Loan Forgiveness Organizer

The Paycheck Protection Program (PPP) is a loan designed to provide economic relief to employers, and to help them keep their employees working. It has been fast-tracked through Congress and the financial system so it reaches businesses in need of financial assistance. If you are here, that means your PPP application has been accepted, or you are considering applying and need to better understand how the loan forgiveness works.
While there are still a number of unanswered questions as to how the loan forgiveness process will work, our team has created our PPP Organizer to help you until further SBA guidance is issued. The PPP Organizer was last updated on February 2, 2021. 

Download Our Free PPP Expenses, Wages and Documentation Organizer

Download the PPP Organizer

What's In the PPP Organizer? How Does It Help You Stay Organized?

Create Your Documentation Checklist
This checklist provides examples of the types of documentation you may need to provide to apply for forgiveness, or in case of an audit later.
Clearly Organize Eligible Expenses
Track the loan proceeds, covered expenses, categorize and create sub-codes, and link to your supporting documentation - all in one place.
Maintain At Least 60% Total Salary During The 8-Weeks or 24-Weeks of Coverage
Track your payroll and full-time employee equivalents during the look-back period to stay in compliance for loan forgiveness.
Prove You Kept Employees In Your Business The During The 8-Week or 24-Week Period
A reduction in the number of your FTEs and/or their salary may result in a reduction in the forgivable portion of your loan. Keeping your employees working is vital to loan forgiveness.
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Get the PPP Expenses, Wages and Documentation Organizer

How Lurie Advisors Can Help

Need more than a free PPP Organizer? We are here to help.

The Paycheck Protection Plan loan forgiveness guidelines are changing, the requirements can be overwhelming to understand, and the calculations can be complex. Don’t leave your loan forgiveness to chance. We offer a complete, outsourced solution that:

  • Guides you through the calculation process and modeling based on SBA requirements, 
  • Quickly supports you with outsourced accounting and bookkeeping designed to scale with your needs, and
  • Provides you with ongoing guidance to maximize your loan forgiveness today – and also help your business recover and grow tomorrow. 

Bookkeeping Support

Calculation of potential Paycheck Protection Program loan forgiveness.

YourBooks

Click Here to Learn More

Understand & Plan

Analyze the impact of the CARES Act, federal and state tax law changes.

Tax Planning

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Uncover Opportunity

Build your relief and recovery plan, uncover opportunities and apply strategies.

Entrepreneurial Services

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Lurie Payroll Protection Program (PPP) Team Leaders:

Kevin Besikof

Partner, Business Valuation, Entrepreneurial Services, Litigation Support

Cory Markling

Director, Transaction Advisory Services

Chris Van Schooneveld

Manager, Business Valuation & Litigation Support

Stephanie Hartje

Manager, Business Intelligence

Michael Mondelli

Manager, Tax Services

Becky Munson

Director, YourBooks®

Amy Jongerius

Team Lead, YourBooks®

Debra Sullivan

General Ledger Associate

Need a Team? We Are Here to Help. Contact Us Today.
Additional Resources For Entrepreneurs and Business Leaders:
Information Hub
SBA Loans & Resources
State Tax & Resources
Employer Resources
Firm News & Updates

Download the PPP Organizer

By downloading and using our Free PPP Expenses, Wages and Documentation Organizer (PPP Organizer), you understand that the authors and publishers (Lurie, LLP) are not engaged (or providing a professional service engagement) in representing accounting, tax, legal, consulting, or any other professional advice and services with you, on behalf of, or for your business. We, at Lurie LLP, have made every attempt to ensure that the information found in our PPP Organizer and our Web Site is complete and accurate; however, this information and related guidance provided by various government agencies, such as the Small Business Administration (SBA), The US Treasury, and others, can be updated or changed at any time. Lurie LLP bears no responsibility for errors, inaccuracies, or omissions contained within this PPP Organizer. You cannot rely solely on this PPP Organizer for loan forgiveness under the Payment Protection Program (PPP). Your lender and the SBA will ultimately determine how much of your PPP loan will be forgiven under the rules of the program.

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PPP Organizer