| |
|
| |
| For Payroll‑Based Policies (Workers’ Comp or Property/Liability): |
| |
| |
☐ |
|
Payroll tax documents, such as IRS forms 941 or 944, or state unemployment returns. (We prefer you use form 941. However, if you don’t have your most recent 941, you can still get started.) |
|
| |
| |
☐ |
|
A payroll report with wages by employee for the policy period. |
|
| |
| |
☐ |
|
Names of owners and officers, and a breakdown of their ownership percentages. |
|
| |
| |
☐ |
|
Names, amounts paid, and insurance information for subcontractors and temporary/leased workers. |
|
| |
| For Sales‑Based Policies (Property/Liability): |
| |
| |
☐ |
|
A sales report that details your gross sales during your policy period. |
|
| |
| |
☐ |
|
A Profit and Loss Statement (P&L) or an Income Statement. |
|
| |
| |
☐ |
|
If you don’t have a P&L or Income Statement then we’ll need your most recently filed business tax return. |
|
| |
