The core document set
Requirements differ by provider and product, but most requests include some combination of:
- Recent business bank statements
- Business tax returns
- Personal tax returns for owners
- Year-to-date profit and loss statement
- Balance sheet
- Business debt schedule
- Business formation documents and ownership information
- Government-issued identification and a voided business check
Why each item is requested
Bank statements show deposit consistency and existing obligations. Tax returns and financial statements establish profitability and trend. A debt schedule shows what the business already owes, which directly affects how much additional payment it can support.
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