Use the Workman Forensics PPP Funds Worksheet for Sole Proprietors, or those who file a Schedule C, to organize the uses of your PPP loan funds for the bank to track owner compensation replacement forgiveness. This worksheet allows you to categorize the expenditures in the approved expense categories which then recommends the basic supporting documentation you will want to provide to your lender. The worksheet also tracks your payroll costs as a percentage of the loan funds to let you know when you have hit the 75% requirement.

Worksheet is recommended to be used in Microsoft Excel for PCs. It contains 1 tab including instructions. If you use a Mac, we recommend our other download accessible here.

When you open the spreadsheet, make sure to click the “Enable editing” button at the top. The fields that need information entered are unlocked for you.

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