8(a) Document Checklists

You can find document checklists for 8(a) Initial Applications and Annual Reviews below

Use the following guidelines when collecting your documents and preparing to upload your documents into Certify. These guidelines will ensure successful uploads. 

  • Each document must be saved individually as a PDF.

  • Each document must be no larger than 25MB.

  • Each document must be named with the naming convention: FileName_Year (e.g. TaxReturn_2015).

  • Documents must not be password protected.

Initial Application Checklists

Choose the appropriate checklist for your business type.





Sole Proprietor





Annual Review Checklist

Use the checklist below for Annual Reviews