Required Documents with the Application Submission:

• Copy of valid and active of Santa Ana Business License

• Certificate of Occupancy or Home Occupation Permit issued by the City of Santa Ana

• Business Owner’s State Identification Card or Driver’s License

• No active code enforcement violations (verified by staff)

• Most recent IRS Form 1040 U.S. Individual Tax Returns, for ALL OWNERS and their HOUSEHOLD FAMILY MEMBERS 18+.

  • Obtain a free IRS Tax Transcript here:

• Most recent Business Tax Returns (Complete IRS tax filings)

• Most recent Quarterly Contribution Return and Report of Wages (Form DE 9) (For businesses with employees)

• Most recent Quarterly Contribution Return and Report of Wages (Continuation Form DE9 C) (For businesses with employees)

• Verification, such as an email, of a completed business consultation with the OCIE SBDC

  • Schedule a free consultation appointment by email at: 
  • Email subject line: Business Consultation / City of Santa Ana SBIP

• Must register and obtain a free Unique Entity ID Number from (see Section IV.)

  • Obtain a Unique Entity ID Number here:

• Invoices and receipts of business expenses, and verification of payment in the form of canceled checks, bank statements, credit card statements to receive reimbursement.

• Current signed Lease or Rental Agreement (required for reimbursement of rent expense).

• IRS Form W-9, Request for Taxpayer Identification and Certification

• ACH Form for direct deposit to a business account and submit a copy of a voided business check

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