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Resources + Forms

Cornavirus Updates + New Deadlines

See our Coronavirus Updates page for developing information on deadlines for the 2019 and 2020 tax years.

Tax Record Retention Schedule

For businesses and individuals, this schedule answers the question, "how long should I keep this?"

Download the latest forms below 

SKR+CO Client Forms

Employer Forms

Individual Forms

Electronic Filing Authorization Forms

Beneficiary, Partner and Shareholder K-1s

Exempt Organization Forms

Articles + Resources

5 Tips to Simplify Tax Time

April 15 always seems to sneak up, and surely this year will be no different. While there is no escaping the tax deadline, use the following tips to streamline the tax return process and minimize stress.

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Forgiveness of PPP Loans May Reduce R&D Credit

The forgivable loan program known as the Paycheck Protection Program (PPP) was established by the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) to provide financial resources to small and mid-size businesses to enable them to maintain payroll and cover certain expenses during the coronavirus pandemic.

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Loan Necessity Questionnaire for PPP Borrowers with Loans Over $2M

Small Business Administration (SBA) announced in an updated FAQ on the program that it will be auditing all Paycheck Protection Program (PPP) loans of $2 million or more. Borrowers whose loans meet this threshold amount might receive a Loan Necessity Questionnaire from their lender soon after they apply for loan forgiveness.

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