Small Business Forms
...tips for start-up businesses

Small businesses need lots of forms and documents!If you are starting a small business, forms and documents should be included in your plans.

Remember to include expenses for document design and printing in your start-up costs.

In an ideal situation, all of your advertising, marketing, and business process documents should be ready before you open your doors.

Custom Business Forms

I create custom Microsoft Word forms for small businesses. ...One form or an entire library!

  • invoices
  • purchase orders
  • form letters
  • fax forms
  • industry-specific
  • more...

Word 2007 forms are created to your specifications:

  • printed forms - take to the print shop or print yourself, fill out by hand
  • online forms - fill out on your computer, then print

Contact me for more information or to request a quote!

To help you get started, I've compiled a list of some of the forms and documents you might need for your small business and a list of tools you need to make your own.

Examples of Business Forms and Documents

The following is a list of forms and documents you might need for your new business. Look it over to see which ones you may have forgotten in your planning:

business forms letterhead customer service letters
product information business cards complaint letters
employment applications brochures collections letters
employee manuals flyers sales letters
procedure manuals web site copy follow-up letters
business plan advertising copy work agreements
IRS forms sales presentations business reports

You can create many of these forms yourself! (See the section on what tools you need for additional information.)

Small Business Forms you File

Check with your taxing authorities to find out exactly what small business forms you must file when starting your business, such as sales tax forms, property tax renditions, application for a business license, or an Assumed Name certificate.

If you don't know how to contact your local taxing authority, you can usually find the correct agency (in the U.S.) by searching under the following names:

  • city clerk
  • city hall
  • county courthouse
  • county tax assessor collector
  • state comptroller
TIP: If you are in doubt about how to set-up your business, consult an attorney or CPA, or try LegalZoom.

Setting up your business correctly at the very beginning can save you thousands of dollars in penalties and fines later!

Tools to Design your own Small Business Forms

You may already own the software you need to create your own documents, such as Microsoft Word or Microsoft Publisher. If you use QuickBooks Pro for your accounting, you can use it to create customized invoices and estimate forms.

You can save money by designing many of these documents yourself. All you need are a few tools to make the job easier:

  • software (such as Word 2007)
  • a good quality printer (laser or inkjet)
  • an assortment of paper stock
  • paper cutter and sharp scissors
  • dictionary and thesaurus
  • some desk space or a table for a work area
  • patience and imagination

Many of these items can be purchased at your local office supply store or wholesale club. Don't forget to check Amazon.com...they usually have the best prices on software and, of course, books.

You will have to bring your own patience and imagination!

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