Checklist Instructions for SVOG-Specific Version of 4506-T Form
Summary
Line-by-line checklist for completing the SVOG-specific version of IRS Form 4506-T. It tells applicants to enter the name and the Corporation EIN or Individual SSN used on their 2019 tax return, matching the EIN on the SVOG application, and to complete lines 2a and 2b only if they filed a 1040 as married filing jointly. Line 5b takes the Customer file number without the "DA-" prefix, and line 6 the 2019 business tax form, such as Form 1040, 1065, 1120, 1120-S, 990 or 990-EZ. The checklist says the form needs a wet signature from an authorized agent of the business and that only one 4506-T should be uploaded to the SVOG portal.
Summary drafted by a model from the document's text below and checked by script against that text before publication. It is a navigation aid, not a reading of what the document proves. Where AI is used
Full text
Checklist for the SVOG-Specific Version of IRS Form 4506-T
1a - Enter your Name. (This must be the same name that you entered on your 2019 tax return.)
1b - Enter the Corporation EIN# or Individual SSN# that you entered on your 2019 tax return.
(This EIN must also match the EIN used for your SVOG application.)
2a and 2b - Only complete if in 2019 you filed a 1040 and you were married filing jointly. If you
filed any other tax form, or if you filed a 1040 but were not married filing jointly, leave lines 2a
and 2b blank.
3 - Enter your current address. (If your name is different now than the name you used on your
2019 tax return, enter your current name as well.)
4 - Enter your previous address if it is different than the current address on line 3. If your
current address is the same as it was when you filed your 2019 tax returns, leave line 4 blank.
5a - Do not change. It is prefilled with the correct information.
5b - Enter your Customer file number. Your Customer file number will be displayed on the
Required Documents Step.
o Do NOT include the “DA-“ at the beginning of your Customer file number.
6 - Enter the tax form you used filing your 2019 business federal income tax return. (Form
1040, 1065, 1120, 1120-S, 990, or 990-EZ)
o Do NOT include any other numbers or words next to your tax form type. For example,
do not include “Schedule C” or any other information.
o For those using 1120-S, or 990-EZ, include the alphabetic identifier following the form
number.
6a – Do NOT check.
6b – Do NOT check.
6c - Check this box.
7 – Do NOT check.
8 – Do NOT check.
9 - Do not change. It is prefilled with the correct information.
Check the box directly above the Signature line.
Provide a wet signature on the Signature line by printing the form and signing in pen. This
must be the signature of an authorized agent of the business and must be the same person
whose government ID is provided in the application.
Enter the title of the person who signed on the Signature line.
Ensure the title is an acceptable title for the tax form type. (No title is required for 1040 tax
form.)
Upload the 4506-T into the SVOG portal in pdf version.
o Only upload ONE 4506-T.
File and source
- File
- 2021-05_4506-T-Checklist-SVOG-Final-5.11.21-508.pdf
- Size
- 87,061 bytes
- SHA-256
- d101d9ff06e7392aabed3e6e83901d8740d866b097a9ed35bb17a67f1bcb69a1
- Original
- www.sba.gov