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Financial

Create and customize finance related legal affairs with documents for purchases, sales, tax forms, business financial planning and transactional agreements. Formspro.io can help you create a legally binding document in minutes.

Bank Statement

A bank statement is a list of items that have been processed through a bank account. Also includes the balance and the amounts that have been paid into it and withdrawn from it, issued periodically to the holder of the account....

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California Bill Of Sale

A California bill of sale must state the sellers name, the buyers name, purchase price, and the vehicle year, make and identification number. It functions as proof of payment, as well as documentation that an item has transferred from one owner to the next....

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Cash Receipt

A cash receipt is a printed statement of the amount of cash received in a cash sale transaction. A cash receipt contains the date of the transactio, a unique number that identifies the document, the name of the payer, the amount of cash received, the payment method (cash or check) and the signature of the receiving person....

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Application And Agreements For Insurance Of Accounts

Application And Agreements For Insurance Of Accounts are provisions stipulated in a service agreement between an insurance broker and an insurance company. Generally, an insurance broker issues a “notice of premiums due” to the pol holder when the policyholder and the insurance company are contractually bound under the terms of the insurance policy....

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F1095A-2018 Health Insurance Marketplace Statement

Health Insurance Marketplace Statement for tax year 2008....

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Atv Bill Of Sale

The ATV bill of sale must state the sellers name, the buyers name, purchase price, and the ATV year, make and identification number. It functions as proof of payment, as well as documentation that an item has transferred from one owner to the next....

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BOL

The bill of lading, or BOL, is a legally binding required document to move a freight shipment. The BOL works as a receipt of freight services and goods shipped, a contract between a freight carrier and shipper, and a document of title....

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Cms 1500 Pdf

The CMS 1500 pdf is the red ink on white paper standard claim form used by physicians and suppliers for claim billing. Although it was developed by The Centers for Medicare and Medicaid (CMS), it has become the standard form used by all insurance carriers....

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Cms 1763

The form CMS 1763 is a request for termination of premium hospital and/or supplementary medical insurance, their Premium Hospital (premium Part A) and Supplementary Medical Insurance (Part B). The CMS-1763 is the only way to terminate Medicare Plan A and Plan B....

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F1098-2008 Mortgage Interest Statement

The Mortgage Interest Statement 2008....

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F1098-2009 Mortgage Interest Statement

The Mortgage Interest Statement 2009....

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F1098-2010 Mortgage Interest Statement

The Mortgage Interest Statement 2010....

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F1098-2011 Mortgage Interest Statement

The Mortgage Interest Statement 2011....

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F1098-2012 Mortgage Interest Statement

The Mortgage Interest Statement 2012....

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F1098-2013 Mortgage Interest Statement

The Mortgage Interest Statement 2013....

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F1098-2014 Mortgage Interest Statement

The Mortgage Interest Statement 2014....

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F1098-2015 Mortgage Interest Statement

The Mortgage Interest Statement 2015....

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F1098-2016 Mortgage Interest Statement

The Mortgage Interest Statement 2016....

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F1098-2017 Mortgage Interest Statement

The Mortgage Interest Statement 2017....

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F1098-2018 Mortgage Interest Statement

The Mortgage Interest Statement 2018....

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F1099S-2008 Proceeds From Real Estate Transactions

The Mortgage Interest Statement for tax year 2008....

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F1099S-2009 Proceeds From Real Estate Transactions

The Mortgage Interest Statement for tax year 2009....

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F1099S-2010 Proceeds From Real Estate Transactions

The Mortgage Interest Statement for tax year 2010....

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F1099S-2011 Proceeds From Real Estate Transactions

The Mortgage Interest Statement for tax year 2011....

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F1099S-2012 Proceeds From Real Estate Transactions

The Mortgage Interest Statement for tax year 2012....

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F1099S-2013 Proceeds From Real Estate Transactions

The Mortgage Interest Statement for tax year 2013....

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F1099S-2014 Proceeds From Real Estate Transactions

The Mortgage Interest Statement for tax year 2014....

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F1099S-2015 Proceeds From Real Estate Transactions

The Mortgage Interest Statement for tax year 2015....

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F1099S-2016 Proceeds From Real Estate Transactions

The Mortgage Interest Statement for tax year 2016....

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F1099S-2017 Proceeds From Real Estate Transactions

The Mortgage Interest Statement for tax year 2017....

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F1099S-2018 Proceeds From Real Estate Transactions

The Mortgage Interest Statement for tax year 2018....

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FW3-2008 Transmittal of Wage and Tax Statements

The Transmittal of Wage and Tax Statements for 2008....

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FW3-2009 Transmittal of Wage and Tax Statements

The Transmittal of Wage and Tax Statements for 2009....

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FW3-2010 Transmittal of Wage and Tax Statements

The Transmittal of Wage and Tax Statements for 2010....

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FW3-2011 Transmittal of Wage and Tax Statements

The Transmittal of Wage and Tax Statements for 2011....

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FW3-2012 Transmittal of Wage and Tax Statements

The Transmittal of Wage and Tax Statements for 2012....

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FW3-2013 Transmittal of Wage and Tax Statements

The Transmittal of Wage and Tax Statements for 2013....

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FW3-2014 Transmittal of Wage and Tax Statements

The Transmittal of Wage and Tax Statements for 2014....

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FW3-2015 Transmittal of Wage and Tax Statements

The Transmittal of Wage and Tax Statements for 2015....

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FW3-2016 Transmittal of Wage and Tax Statements

The Transmittal of Wage and Tax Statements for 2016....

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FW3-2017 Transmittal of Wage and Tax Statements

The Transmittal of Wage and Tax Statements for 2017....

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FW3-2018 Transmittal of Wage and Tax Statements

The Transmittal of Wage and Tax Statements for 2018....

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F1098T-2008 Tution Statement

The Tution Statement for tax year 2008....

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F1098T-2009 Tution Statement

The Tution Statement for tax year 2009....

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F1098T-2010 Tution Statement

The Tution Statement for tax year 2010....

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F1098T-2011 Tution Statement

The Tution Statement for tax year 2011....

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F1098T-2012 Tution Statement

The Tution Statement for tax year 2012....

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F1098T-2013 Tution Statement

The Tution Statement for tax year 2013....

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F1098T-2014 Tution Statement

The Tution Statement for tax year 2014....

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F1098T-2015 Tution Statement

The Tution Statement for tax year 2015....

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F1098T-2016 Tution Statement

The Tution Statement for tax year 2016....

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F1098T-2017 Tution Statement

The Tution Statement for tax year 2017....

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F1098T-2018 Tution Statement

The Tution Statement for tax year 2018....

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F1040-2008 U.S. Individual Income Tax Return

The US Individual Income Tax Return for 2008....

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F1040-2009 U.S. Individual Income Tax Return

The US Individual Income Tax Return for 2009....

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F1040-2010 U.S. Individual Income Tax Return

The US Individual Income Tax Return for 2010....

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F1040-2011 U.S. Individual Income Tax Return

The US Individual Income Tax Return for 2011....

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F1040-2012 U.S. Individual Income Tax Return

The US Individual Income Tax Return for 2012....

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F1040-2013 U.S. Individual Income Tax Return

The US Individual Income Tax Return for 2013....

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F1040-2014 U.S. Individual Income Tax Return

The US Individual Income Tax Return for 2014....

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F1040-2015 U.S. Individual Income Tax Return

The US Individual Income Tax Return for 2015....

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F1040-2016 U.S. Individual Income Tax Return

The US Individual Income Tax Return for 2016....

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F1040-2017 U.S. Individual Income Tax Return

The US Individual Income Tax Return for 2017....

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F1040-2018 U.S. Individual Income Tax Return

The US Individual Income Tax Return for 2018....

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FW2-2008 Wage and Tax Statement

The Wage and Tax Statement for tax year 2008....

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FW2-2009 Wage and Tax Statement

The Wage and Tax Statement for tax year 2009....

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FW2-2010 Wage and Tax Statement

The Wage and Tax Statement for tax year 2010....

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FW2-2011 Wage and Tax Statement

The Wage and Tax Statement for tax year 2011....

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FW2-2012 Wage and Tax Statement

The Wage and Tax Statement for tax year 2012....

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FW2-2013 Wage and Tax Statement

The Wage and Tax Statement for tax year 2013....

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FW2-2014 Wage and Tax Statement

The Wage and Tax Statement for tax year 2014....

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FW2-2015 Wage and Tax Statement

The Wage and Tax Statement for tax year 2015....

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FW2-2016 Wage and Tax Statement

The Wage and Tax Statement for tax year 2016....

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FW2-2017 Wage and Tax Statement

The Wage and Tax Statement for tax year 2017....

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FW2-2018 Wage and Tax Statement

The Wage and Tax Statement for tax year 2018....

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Blank Check

A blank check is a check that is signed by an authorized party before information has been added to check....

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Check Stub Printables

Check stub printables only require you to enter minimum basic details and your pay stub is ready in no time to print. A pay stub is a document given to the employee to document their earning for that pay period and for the year-to-date....

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Custodial Agreement For Holding Collateral Securing Public Funds

A custodian is a financial institution that holds customers' securities for safekeeping so as to minimize the risk of their theft or loss. A Custodial Agreement For Holding Collateral Securing Public Funds accepts and collateralizes public funds, cash and securities....

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Direct Deposit Agreement Form

A direct deposit agreement form is a document that authorizes a third (3rd) party, usually an employer for payroll, to send money to a bank account by simply using the ABA routing and account numbers. Sometimes the employer will require a voided check to ensure that the account is valid....

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Employee Pay Stub

An employee pay stub includes information both employers and employees can use. Employees receive pay stubs as records of their wages. By reviewing their pay stubs, employees can make sure they were paid correctly and understand their deductions. Employers can use pay stubs to settle discrepancies with employee pay....

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Equity Equivalent Investment Agreement

The equity equivalent investment agreement is an agreement that draws up a long-term deeply subordinated loan with features that make it function like equity. If you're starting a business, and are looking for an alternative to taking out a loan, this option gives the investor equity equivalent in your company....

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Fake Money Order Receipt

A money order receipt is includes the serial number of the money order for proof of purchase and tracking purposes. A more trusted method of payment than a check, a money order is a pre-paid payment order for a pre-specified amount of money....

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Family Loan Agreement

An agreement for a loan between family members....

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Florida Motor Vehicle Bill Of Sale

A Florida motor vehicle Bill of Sale is a document that legally transfers a person's ownership interest in a vehicle to another person or business. Any bill of sale used in Florida must contain the name and address of both the buyer and seller and the purchase price....

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Forbearance Agreement

A forbearance agreement is an agreement made between a mortgage lender and delinquent borrower in which the lender agrees not to exercise its legal right to foreclose on a mortgage and the borrower agrees to a mortgage plan that will, over a certain time period, bring the borrower current on his or her payments....

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General Assignment Agreement

In the United States, a general assignment or an assignment for the benefit of creditors is simply a contract whereby the insolvent entity ("Assignor") transfers legal and equitable title, as well as custody and control of its property, to a third party ("Assignee") in trust, to apply the proceeds of sale to the assignor's creditors in accord with priorities established by law....

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I 131

Form I-131 is a travel application used by green card holders. Individuals who hold asylee or refugee status and are not lawful permanent residents must have a Refugee Travel Document to return to the United States after travel abroad, unless they possess an Advance Parole Document....

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I 134

Form I-134, Affidavit of Support, is a legal document used to show the United States government that a visa applicant is being sponsored by someone already in the United States. This Affidavit of Support is filed by the U.S. resident who is supporting the visa application of a foreign resident....

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Individual Personal Guarantee

A personal guarantee is an individual's legal promise to repay credit issued to a business for which they serve as an executive or partner. Providing a personal guarantee means that if the business becomes unable to repay a debt then the individual is personally responsible....

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IRS 4506 T

IRS Form 4506-T is an Internal Revenue Service (IRS) document that is used to retrieve past tax transcripts that are on file with the IRS. The document must be signed and dated by the taxpayer, thus giving a third party permission to retrieve the taxpayer's data....

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IRS 8962 For 2015

The purpose of IRS Form 8962 is to allow filers to calculate their Premium Tax Credit (PTC) amount and to reconcile that amount with any Advance Premium Tax Credit (APTC) payments that have been made for the filer throughout the year. Not everyone can file Form 8962 and claim the Premium Tax Credit. The credit provides financial assistance to pay the premiums for the qualified health plan offered through a Marketplace by reducing the amount of tax you owe, giving you a refund, or increasing your refund amount....

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IRS W 8Ben E

IRS form W-8BEN-E is an important tax document which allows businesses operating outside of the U.S. to claim tax exemption on U.S.-sourced income. The official document title is Certificate of Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities)....

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Itemized Receipt

An itemized receipt is a receipt that contains the following five pieces of information: The name of the person who received the service, the provider that delivered the service or where the item was purchased, date of service, detailed description of the service provided or item purchased and the cost of each item or service (itemized)....

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Lein Waiver

In the mechanics lien process, a lien waiver is a document from a contractor, subcontractor, materials supplier, equipment lessor or other party to the construction project stating they have received payment and waive any future lien rights to the property for the amount paid....

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Loan Approval Letter

Loan Approval Letters influence the seller to accept your offer to purchase something (usually a property), because a loan approval letter means more than you have applied for a loan, it means you are approved....

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Novelty Bank Statement Generator

A fun way to create a joke novelty bank statement. ...

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Owner Financing Contract

With an owner financing contract, you make arrangements to pay the owner in installments, typically of principal and interest, until you' paid off the purchase price of the property. With a traditional mortgage, you borrow money from a bank to pay for the property. Then, you make payments back to the bank to pay off the loan....

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Pay Stub

A pay stub includes information both employers and employees can use. Employees receive pay stubs as records of their wages. By reviewing their pay stubs, employees can make sure they were paid correctly and understand their deductions. Employers can use pay stubs to settle discrepancies with employee pay....

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Payment Plan Agreement

A payment plan is a plan for paying any outstanding debts. Within a payment plan, the borrower agrees to pay back a certain amount of money each month to repay the debt. Other types of payment plans, such as credit cards, will require a more flexible payment plan, with different amounts due each month....

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Payment Plan Contract

A payment plan contract is a legally binding document that outlines the important conditions of a loan and states the responsibilities of both the borrower and the lender, ultimately setting legal expectations on both ends. Within a payment plan, the borrower agrees to pay back a certain amount of money each month to repay the debt. Other types of payment plans, such as credit cards, will require a more flexible payment plan, with different amounts due each month....

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Payroll Direct Deposit Employee Authorization

A payroll direct deposit employee authorization form is a document that authorizes a third (3rd) party, usually an employer for payroll, to send money to a bank account by simply using the ABA routing and account numbers. Sometimes the employer will require a voided check to ensure that the account is valid....

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Personal Financial Statement Blank

A personal financial statement is a document or spreadsheet outlining an individual's financial position at a given point in time. A personal financial statement will typically include general information about the individual, such as name and address, along with a breakdown of total assets and liabilities. Do not include any business assets or liabilities....

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Private Car Sale Installment Agreement

A private car sale installment agreement is for a private party auto loan, where a lender loans you money to buy a car from a private seller. The lender typically pays the seller or lienholder the amount you owe, then you repay the lender, with interest, over the term of the loan in installments....

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Professional Compensation Plan

A professional compensation plan is a complete package that details your employees' wages, salaries, benefits and terms of payment....

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Profit And Loss For Self Employed

The profit and loss for self employed (P&L) is a financial statement that summarizes the revenues, costs and expenses incurred during a specified period, usually a fiscal quarter or year for someone who is self employed. These records provide information about a company's ability or inability to generate profit by increasing revenue, reducing costs or both. As a self-employed person, you function as a business. Simply put: If you take in more money during a specific period than you spend, you make a profit. If your expenses exceed your income, you lose money....

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Profit And Loss Statement

The profit and loss statement (P&L) is a financial statement that summarizes the revenues, costs and expenses incurred during a specified period, usually a fiscal quarter or year. These records provide information about a company's ability or inability to generate profit by increasing revenue, reducing costs or both. Simply put: If you take in more money during a specific period than you spend, you make a profit. If your expenses exceed your income, you lose money....

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Profits And Losses Sheet

The profits and losses sheet (P&L) is a financial statement that summarizes the revenues, costs and expenses incurred during a specified period, usually a fiscal quarter or year. These records provide information about a company's ability or inability to generate profit by increasing revenue, reducing costs or both. Simply put: If you take in more money during a specific period than you spend, you make a profit. If your expenses exceed your income, you lose money....

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Property Claim Reporting Form

A property claim reporting from, or property damage claim, is a report or evidence that you submit to an insurance company in the event that your property has been damaged....

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Purchase Agreement

A purchase agreement is a type of legal document outlining the different conditions and terms that are related to the sale of goods. It creates a legally binding contract between the buyer and the seller....

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Purchase And Sale Agreement

A Purchase and Sale Agreement, is an agreement between a buyer and a seller of real estate property, company stock, or other assets. A sales and purchase agreement (SPA) is a legal contract that obligates a buyer to buy and a seller to sell a product or service. SPAs are found in all types of businesses but are most often associated with real estate deals as a way of finalizing the interests of both parties before closing the deal....

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Receipt

A receipt is a document acknowledging that a person has received money or property in payment following a sale or other transfer of goods or provision of a service. All receipts must have the date of purchase on them....

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Sales Receipt

The sales receipt is the customer's proof that a purchase was made, what they bought and how much they paid. Several different types of sales receipts exist, and your company will use those most appropriately suited to the environment in which the sale was made....

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Sample Credit Application

A sample credit application is documentation that is completed by an individual or business seeking to apply for a line of credit with a lending institution. The information on the application is used to determine the borrower's credit history, employment status, and his/her ability to repay the loan amount....

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SSA 3369 Bk

Form SSA-3369-BK is a work history report for adults who are seeking to receive disability benefits from Social Security. The information within the report is used to determine whether the applicant meets the SSA's qualifications to be considered disabled....

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Tax Invoice

A tax invoice is an invoice issued by a registered dealer to the purchaser, showing the amount of tax payable. A retail invoice is an invoice issued by the seller to the buyer for the amount due against the goods sold to him....

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Bill Of Sale

A bill of sale is a document that transfers ownership of goods from one person to another. It is used in situations where the former owner transfers possession of the goods to a new owner....

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Promissory Note

A promissory note is one of the most common ways to obtain financing. It outlines the terms and conditions of a loan and enforces a timeline for repayment....

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IOU

An IOU is an informal document acknowledging a debt towards another party....

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