Additional Loan Documents
If you derive more than 25% of your employment income from bonuses or commissions, you must also provide:
- Tax Returns (Form 1040) for the 2 previous years.
If you are a sole proprietor (report income on Schedule C of your Form 1040 tax return) or if you own 25% or greater interest in the business from which you derive your primary income, you must also provide:
- Tax Returns (Form 1040) for the 2 previous years.
- Year-to-date Profit & Loss Statements for that business.
- Business Tax Returns (Form 1065 or 1120) for the 2 previous years, if the business is a corporation or partnership.
- K-1's for that business, if it is a Subchapter S corporation or partnership.
Where Tax Returns are required, please provide all schedules, forms and attachments to the returns.