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The 7 Essential Small Business Forms & Templates You Need to Succeed Running a successful company often requires having access to important forms. Professional business templates make your administrator’s job easier. Here is a list of the 7 most important documents you need: 1. Sale and Service Contract – This may or may not include an independent contractor’s agreement. Either way, it includes the terms of a sale made for work done or for a product offered. This document also usually includes amount of money to be paid in a set amount of time in a defined number of increments. It also might include an indemnification clause for protection against liability. Return or shipping policies might also be included. 2. Business plan template – This includes an executive summary along with income and expense statements. It also has sections with charts and figures for calculating current and projected revenue. These detailed forms are meant for use when seeking a loan or grant from a bank or organization. 3. Non-disclosure agreement – This kind of agreement is usually made between employers and employees. A company hiring contractors might also use them. The template usually includes a clause defining what kind of sensitive information should be kept confidential. Its primary purpose is to protect the company against idea, information or formula theft as related to creating new or improving existing products. 4. Job application form – It always helps to have a few of these on file. Some forms are designed for online use either as a downloadable PDF file or a web form. However, companies often need a print application in case someone walks into the office to apply for an open position. 5. Partnership agreement – This type of template would outline the terms of a business arrangement. For instance, it might indicate who owns what property and equipment. It also could designate profit shares and assign executives to a board. The agreement could be as general or as specific as necessary for a particular industry as long as it covers all the important points. Florida Example . 6. Profit and loss statement – This form would help you keep records for tax purposes. Automatic formulas can be set for easy calculation when taxes are due. They can be created for quarterly or yearly use depending on how often a company files. When using profit and loss forms, it also helps when it comes time to prepare a business plan for seeking funds. 7. Employee evaluation form – Keeping track of employee performance is easier when using pre-made templates. These evaluations can be as detailed or as thorough as necessary. Online or offline versions could be created depending on the technology a company uses. Different businesses can require a variety of forms and contracts. Find the legal templates you need in one place, on edocr today! Or, add your own for public or private us. Also, through our partnership with OnTask , edocr offers you the ability to fill & sign forms and documents online, plus you may even set up templated forms that are ready for your customers to fill out and be returned to you.
