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APPENDIX 5 FINANCIAL STATEMENT AND CERTIFICATION Must be completed and submitted by Suppliers as an integral part of their Offers 1. A. B. C. D E. F. G. H. I. J. K. L. M. N. O. P. Q. The information

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How to fill out financial statement and certification

01

Step 1: Gather all necessary financial documents such as bank statements, tax returns, and investment statements.

02

Step 2: Organize the documents in a systematic manner, categorizing them based on income, expenses, assets, and liabilities.

03

Step 3: Start filling out the income section by entering details of all sources of income, including salaries, dividends, and rental income.

04

Step 4: Proceed to the expenses section and list all monthly expenses, such as rent/mortgage payments, utilities, and transportation costs.

05

Step 5: Move on to the assets section and provide information about your possessions like real estate properties, vehicles, and investments.

06

Step 6: Complete the liabilities section by disclosing any outstanding debts or loans, such as credit card debt or mortgages.

07

Step 7: Cross-check the figures and calculations to ensure accuracy.

08

Step 8: Sign and date the financial statement and certification to affirm that the information provided is true and accurate.

09

Step 9: Review the filled-out form for any errors or omissions before submitting it to the relevant authority.

10

Step 10: Keep a copy of the completed financial statement and certification for your records.

Who needs financial statement and certification?

01

Individuals applying for a loan or mortgage might need a financial statement and certification to demonstrate their financial standing to lenders.

02

Small business owners might require financial statement and certification to secure funding, attract investors, or comply with reporting requirements.

03

Organizations such as non-profit entities, educational institutions, or government agencies may need financial statement and certification for auditing purposes and financial transparency.

04

Individuals involved in legal proceedings, such as divorce or bankruptcy cases, may have to provide a financial statement as part of the legal documentation.

05

Accountants, financial advisors, and professionals in the finance industry may use financial statements as a tool for analyzing and advising on financial matters.

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What is financial statement and certification?

A financial statement is a report that shows the financial performance and financial position of a company. Certification is a process through which a company verifies the accuracy and completeness of its financial statements.

Who is required to file financial statement and certification?

Companies, businesses, and organizations are required to file financial statements and certifications.

How to fill out financial statement and certification?

Financial statements are typically filled out by accountants or financial professionals who have access to the company's financial records.

What is the purpose of financial statement and certification?

The purpose of financial statements and certifications is to provide transparency and accountability regarding a company's financial health and performance.

What information must be reported on financial statement and certification?

Financial statements typically include a balance sheet, income statement, cash flow statement, and notes to the financial statements.

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