8(a) Initial Application Document Checklist

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: