Paperwork

Business loan paperwork, decoded

Exactly which documents lenders ask for, why they ask, and the quickest way to get each one without a fuss.

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What paperwork you need

What paperwork do you really need for a business loan? The short list by loan type, what's optional, and why nothing is needed just to enquire.

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Bank statements

How many months of bank statements do you need for a business loan? Which accounts to include, the right format, and how to send them safely.

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ATO statement of account

Need an ATO statement of account for a business loan? Where to find it in Online services, what lenders look for, and what to do if there's a tax debt.

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No tax returns yet?

Need a business loan without tax returns lodged? What lenders accept instead, when property security helps, and how to catch up without holding things up.

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ID you'll need

What ID do you need for a business loan? Whose ID lenders ask for, which documents usually work, and how to share ID safely without the risk of misuse.

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Company and trust documents

Borrowing through a company or trust? Which company documents and trust deed pages a lender needs, why they ask, and how to find them quickly.

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Property-secured loan documents

The documents you need for a property-secured business loan: rates notices, mortgage statements, title details and valuations, and who organises what.

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Accountant's letter

When a lender asks for an accountant's letter for a business loan: what it should confirm, what it shouldn't promise, and how to ask your accountant for one.

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BAS statements

Do lenders need your BAS for a business loan? When they ask, which quarters, how to download lodged BAS, and what to do if some are overdue.

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