Get Financial Statement As Of

Filling out the Financial Statement As Of online can appear complex, but with a structured approach, it becomes manageable. This guide offers clear instructions on how to accurately complete each section of the form to reflect your financial status.

Follow the steps to successfully complete the Financial Statement As Of.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering the date of the financial statement in the designated field. Ensure that it reflects a date not more than one year old.
3. Fill in the 'Name of Applicant' section. This must match exactly with the name on your application under 'Name of Applicant'. Specify if the applicant is a sole proprietor, corporation, partnership, joint venture, LLC, or LLP.
4. Complete the 'Current Assets' section. List all assets including cash (checking and savings), accounts receivable, work in progress, and any other current assets.
5. Move on to the 'Other Assets' section. Provide information on inventory materials and any additional assets not included above.
6. Fill in the 'Fixed Assets' section with the net book value of your equipment, real estate, furniture, and any other fixed assets.
7. Calculate and enter the total assets at the bottom of the assets sections.
8. Proceed to the 'Liabilities' section. Begin with current liabilities, detailing notes payable and accounts payable.
9. Continue with the long-term liabilities, including any long-term debts and encumbrances.
10. Calculate the total liabilities and net worth, entering the final totals in the designated fields.
11. Sign the statement at the bottom as the applicant. Include your title (owner, president, etc.).
12. If applicable, ensure that a licensed public accountant or certified public accountant signs the form, providing their license number and details.
13. Once all fields are accurately filled and validated, save your changes, and proceed to download, print, or share the completed form as required.

Start completing your Financial Statement As Of online today for a smooth and efficient process.