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Personal Financial Statement Please note: This form should be used in conjunction with a Business Loan Application or a signed LOI. If you are married or a registered domestic partner (RDP) and live
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This form is a tax return form for individuals to report their income, deductions, and credits to the government.
Individuals who have income that meets a certain threshold are required to file this form.
The form should be filled out completely and accurately, including all sources of income, deductions, and credits.
The purpose of this form is to calculate the tax liability of individuals based on their income and determine if they owe taxes or are eligible for a refund.
Individuals must report their income from all sources, including wages, investments, and self-employment. They must also report any deductions and credits they are eligible for.
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