8(a) Initial Application Document Checklist

Owned by Meghan Butler (Unlicensed)
Last updated: Sept 04, 2018 by Angela Spann (Unlicensed)

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.

Checklist:

 

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