The personal financial information form is created for purpose of recording the financial data for a definitive reason. This could be taxation purpose or just for updating the finances and keeping tabs on the expenses and income of the year. It is important to create a proper format wherein all finances can be inserted in an organized manner. This should include all assets, credit and debit as well as liabilities.
It is important to also state which are the permanent assets and record them separately from the other financial records. It is important that an accountant handles this form since incorrect information can lead to legal problems.
You can Download the Personal Financial Information Form, customize it according to your needs and Print. Personal Financial Information Form is in MS-Excel.
Personal Financial Information Form
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