Requirements Gathering | Bank Statement PDF Edit

First Name (required)

Last Name (required)

Your Email (required)

Phone (required)

Services you need (required)

Select New Or Edit PDF (required)

Select Month (required)

Name to be appeared on statement?

Address to be appeared on Statement?

Which months needed?

Beginning balance of 1st month

Ending balance of 1st month?

Average ending balance of rest of the months?

Total deposits in 1st months and average total deposits each month (Please mention any specific deposits you would like me to show otherwise I will use random business transactions)?

Total withdrawl in 1st months and average total withdrawls each month (Please mention any specific withdrawls you would like me to show otherwise I will use random business transactions)?

Any other specific transactions you would like me to show?

Account # and Bank

Name to be appeared on statement?

Address to be appeared on Statement?

Which months needed?

Beginning balance?

Ending balance?

Average daily balance?

Total deposits (Please mention any specific deposits you would like me to show otherwise I will use random business transactions)?

Total withdrawl (Please mention any specific withdrawls you would like me to show otherwise I will use random business transactions)?

Any other specific transactions you would like me to show.

Account # and Bank.

Any other requirements?

Name of employee

Name of employer

Address of employer

Last 4 digits of SSN of employee

Address of employee

Number of paystubs

YTD period

Gross income

Pay period

Pay period dates from

Pay period dates To

Select Individual Or Corporate (required)

Name of corporation, wether it is S-corp or C-corp

Date of incorporation

EIN of corporation

Nature of business e.g. what type of activities your busniess is involved in.

Have you maintained accounting records of corporation e.g. Profit and Loss Account and Balance Sheet, if yes, please provide me those records for relevant years

If you haven't maintained accounting records, please provide me the estimated figures of your revenue, expense alongwith a brief descrition

Note: This is not a complete list of queries, I will ask you some further questions(if needed).

Your complete name and date of birth

Marital status and your filing status i.e. single, married filing jointly, married filing separately,

Social security number

Complete Communication Address i.e. Hosue #, Stree, Town/City/PO, State and ZIP Code.

Do you have any dependent(s)?

Have you received any Rental Income?

Have you received any salary during the year(s)?

Have you purchased shares of any company?

Have you received any social security benefit during the year?

Have you received any health care benefit during the year?

Estimated amount you paid for purchasing fuel for your vehicles during the year? (If any)

Note: This is not a complete list of queries, I will ask you some further questions(if needed).

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