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Business Loan Documents Checklist (Free PDF) ๐Ÿ“‚

CA Rahul Kumar

7/13/20251 min read

Everything You Need, Nothing Extra

Primary Documents:

  • ๐Ÿ†” PAN card & Aadhaar

  • ๐Ÿข GST certificate & Udyam reg.

  • ๐Ÿฆ Bank statements (last 6โ€“12 months)

  • ๐Ÿ’ธ ITR for 2 financial years

  • ๐Ÿ“ Recent address proof (utility bill/rent)

  • ๐Ÿ–ผ๏ธ Scanned passport-size photo

Secondary (If Applicable):

  • Company incorporation certificate

  • Partnership deed or MOA/AOA

  • Asset docs (for secured loans)

  • Existing loan sanction letters

๐Ÿ”” Pro tip: Store all PDFs in a dedicated phone folder or Google Drive for instant access.

๐Ÿ‘‰ Download the complete checklist PDF