Financial
Financial agreements, loan documents, and promissory notes
When Do You Need Financial Documents?
- Lending or borrowing money between individuals or businesses
- Selling personal property, vehicles, or equipment
- Establishing payment plans for outstanding debts
- Creating invoices for products or services rendered
- Documenting donations for tax deduction purposes
- Recording financial transactions for accounting and legal compliance
Essential Elements of Financial Agreements
- Principal amount and currency clearly stated
- Interest rate and calculation method (simple or compound)
- Repayment schedule with specific due dates and amounts
- Late payment penalties and grace period provisions
- Collateral or security descriptions if applicable
- Default conditions and remedies available to the lender
- Compliance with usury laws and consumer protection regulations
Pro Tip: Every state and province has usury laws that cap maximum interest rates on personal loans. Exceeding these limits can make your agreement unenforceable and subject you to penalties. Always verify applicable interest rate limits before drafting loan documents.
Subcategories
Documents in Financial
ACH Authorization Form - Direct Deposit
Create a professional ACH Authorization Form for Direct Deposit with our free online generator. This legally binding document authorizes an employer, bank, or organization to deposit funds directly into a designated bank account via the Automated Clearing House network. The form captures account holder details, bank routing and account numbers, deposit type, and authorization terms. Fill out the guided interactive form with helpful field descriptions, preview your document in real time, and download as PDF or Word. Includes electronic signature support under the ESIGN Act and UETA. No registration required. Valid in all 50 US states.
ACH Authorization Form
Create a professional ACH Authorization Form with our free online generator. This legally binding document authorizes electronic fund transfers through the Automated Clearing House network for recurring payments, direct debits, or one-time transactions. The form captures the account holder's information, bank routing and account numbers, transaction details, and authorization terms. Ideal for businesses setting up vendor payments, subscription billing, or payroll processing. Fill out the interactive form with guided fields, preview in real time, and download as PDF or Word. Includes electronic signature support under the ESIGN Act and UETA. No registration required. Valid in all 50 US states.
Act of Donation
Create a professional Act of Donation with our free online generator. This legally binding document formalizes the voluntary transfer of property or assets from a donor to a recipient without monetary compensation. It records the donor and recipient identities, a detailed description of the donated property, estimated value, and any conditions attached to the gift. Commonly used for real estate donations, vehicle transfers, and charitable contributions. Fill out the interactive form with guided fields, preview your document in real time, and download as PDF or Word. Includes electronic signature support under the ESIGN Act. No registration required. Valid in all 50 US states.
Bank Confirmation Letter
Create a professional Bank Confirmation Letter with our free online generator. This formal document requests or confirms banking relationship details such as account balances, account types, account holder information, and the duration of the banking relationship. It is commonly required for loan applications, visa processing, business partnerships, rental agreements, and audit verifications. The letter includes the bank's name, customer details, account information, and the purpose of the confirmation. Fill out the interactive form with guided fields, preview your document in real time, and download as PDF or Word. Includes electronic signature support under the ESIGN Act. No registration required. Valid in all 50 US states.
As-Is Bill of Sale
Create a professional As-Is Bill of Sale with our free online generator. This legally binding document records the transfer of ownership of personal property sold in its current condition, without any warranties or guarantees from the seller. The buyer acknowledges accepting the item as-is, assuming all risk for defects or issues. It includes details about both parties, item description, purchase price, payment method, and condition disclosure. Ideal for used vehicles, equipment, electronics, and other secondhand items. Fill out the interactive form, preview in real time, and download as PDF or Word. Includes electronic signature support under the ESIGN Act. No registration required. Valid in all 50 US states.
ATV Bill of Sale
Create a professional ATV Bill of Sale with our free online generator. This legally binding document records the transfer of ownership of an all-terrain vehicle from seller to buyer. It includes essential details such as the ATV's make, model, year, VIN, engine size, odometer reading, purchase price, and condition. The document protects both parties by creating an official record of the transaction and can be used for DMV title transfer and registration. Fill out the interactive form with guided fields, preview your document in real time, and download as PDF or Word. Includes electronic signature support under the ESIGN Act. No registration required. Valid in all 50 US states.
Bicycle Bill of Sale
Create a professional Bicycle Bill of Sale with our free online generator. This legally binding document records the transfer of ownership of a bicycle from seller to buyer. It includes essential details such as the bicycle's make, model, frame size, serial number, color, condition, and purchase price. The document protects both parties by creating an official record of the transaction and can be used to prove ownership or register the bicycle. Ideal for private sales of road bikes, mountain bikes, e-bikes, and collectible bicycles. Fill out the interactive form, preview in real time, and download as PDF or Word. Includes electronic signature support under the ESIGN Act. No registration required. Valid in all 50 US states.
Boat Bill of Sale
Create a professional Boat Bill of Sale with our free online generator. This legally binding document records the transfer of ownership of a watercraft from seller to buyer. It includes essential details such as the boat's make, model, year, hull identification number (HIN), length, engine type, trailer information, purchase price, and condition. Required by most states for vessel registration and title transfer with the DMV or marine authority. Fill out the interactive form with guided fields, preview your document in real time, and download as PDF or Word. Includes electronic signature support under the ESIGN Act. No registration required. Valid in all 50 US states.
Bill Of Sale Car
Create a professional Car Bill of Sale with our free online generator. This legally binding document records the transfer of vehicle ownership from seller to buyer. It includes essential details such as the car's make, model, year, VIN, odometer reading, purchase price, condition, and warranty status. Required by most state DMVs for title transfer and registration. The document protects both parties by creating an official record of the sale and can serve as proof of purchase for insurance. Fill out the interactive form with guided fields, preview in real time, and download as PDF or Word. Includes electronic signature support under the ESIGN Act. No registration required. Valid in all 50 US states.
Dog Bill of Sale
Create a professional Dog Bill of Sale with our free online generator. This legally binding document records the transfer of ownership of a dog from seller to buyer. It includes essential details such as the dog's breed, age, color, registration number, microchip information, vaccination records, health guarantees, and purchase price. The document protects both buyer and seller by establishing clear terms of the sale. Ideal for breeders, private sellers, and buyers of purebred or mixed-breed dogs. Fill out the interactive form with guided fields, preview in real time, and download as PDF or Word. Includes electronic signature support under the ESIGN Act. No registration required. Valid in all 50 US states.
Equipment Bill of Sale
Create a professional Equipment Bill of Sale with our free online generator. This legally binding document records the transfer of ownership of equipment from seller to buyer. It includes essential details such as the equipment type, manufacturer, model, serial number, condition, purchase price, and warranty information. Suitable for industrial machinery, construction equipment, office technology, medical devices, and other business assets. The document protects both parties by creating an official transaction record. Fill out the interactive form with guided fields, preview in real time, and download as PDF or Word. Includes electronic signature support under the ESIGN Act. No registration required. Valid in all 50 US states.
Furniture Bill of Sale
Create a professional Furniture Bill of Sale with our free online generator. This legally binding document records the transfer of ownership of furniture from seller to buyer. It includes essential details such as the furniture type, brand, material, dimensions, condition, purchase price, and any warranty terms. Suitable for private sales of home furniture, antiques, office furnishings, and custom-made pieces. The document protects both parties by creating an official record of the transaction. Fill out the interactive form with guided fields, preview your document in real time, and download as PDF or Word. Includes electronic signature support under the ESIGN Act. No registration required. Valid in all 50 US states.
Golf Cart Bill of Sale
Create a professional Golf Cart Bill of Sale with our free online generator. This legally binding document records the transfer of ownership of a golf cart from seller to buyer. It includes essential details such as the golf cart's make, model, year, serial number, battery or engine type, condition, and purchase price. Many states and communities require registration for street-legal golf carts, making a bill of sale essential for title transfer. Fill out the interactive form with guided fields, preview your document in real time, and download as PDF or Word. Includes electronic signature support under the ESIGN Act. No registration required. Valid in all 50 US states.
Gun Bill of Sale
Create a professional Gun Bill of Sale with our free online generator. This legally binding document records the transfer of ownership of a firearm from seller to buyer. It includes essential details such as the firearm type, make, model, caliber, serial number, condition, and purchase price. The document serves as proof of legal transfer and may be required by state law. Both parties should verify applicable federal and state firearms regulations. Fill out the interactive form with guided fields, preview your document in real time, and download as PDF or Word. Includes electronic signature support under the ESIGN Act. No registration required. Valid in all 50 US states.
Horse Bill of Sale
Create a professional Horse Bill of Sale with our free online generator. This legally binding document records the transfer of ownership of a horse from seller to buyer. It includes essential details such as the horse's registered name, breed, age, color, markings, registration number, health certifications, and purchase price. The document also covers warranties, veterinary inspection provisions, and any conditions of sale. Ideal for private sales, breeders, and equestrian transactions. Fill out the interactive form with guided fields, preview in real time, and download as PDF or Word. Includes electronic signature support under the ESIGN Act. No registration required. Valid in all 50 US states.
Jet Ski Bill of Sale
Create a professional Jet Ski Bill of Sale with our free online generator. This legally binding document records the transfer of ownership of a personal watercraft from seller to buyer. It includes essential details such as the jet ski's make, model, year, hull identification number (HIN), engine hours, trailer information, condition, and purchase price. Required by most states for watercraft registration and title transfer. Fill out the interactive form with guided fields, preview your document in real time, and download as PDF or Word. Includes electronic signature support under the ESIGN Act. No registration required. Valid in all 50 US states.
Livestock Bill of Sale
Create a professional Livestock Bill of Sale with our free online generator. This legally binding document records the transfer of ownership of livestock from seller to buyer. It includes essential details such as the animal type, breed, quantity, identification marks or tags, health certifications, vaccination records, and purchase price. Suitable for cattle, sheep, goats, pigs, poultry, and other farm animals. The document protects both parties and may be required for agricultural compliance. Fill out the interactive form with guided fields, preview in real time, and download as PDF or Word. Includes electronic signature support under the ESIGN Act. No registration required. Valid in all 50 US states.
Mobile Home Bill of Sale
Create a professional Mobile Home Bill of Sale with our free online generator. This legally binding document records the transfer of ownership of a manufactured or mobile home from seller to buyer. It includes essential details such as the home's make, model, year, serial number, HUD label number, dimensions, location, condition, and purchase price. Required by most states for title transfer and may involve additional steps with the DMV or housing authority. Fill out the interactive form with guided fields, preview in real time, and download as PDF or Word. Includes electronic signature support under the ESIGN Act. No registration required. Valid in all 50 US states.
Moped Bill of Sale
Create a professional Moped Bill of Sale with our free online generator. This legally binding document records the transfer of ownership of a moped or scooter from seller to buyer. It includes essential details such as the moped's make, model, year, VIN, engine displacement, odometer reading, condition, and purchase price. Required by most states for DMV registration and title transfer. The document protects both parties by creating an official record of the transaction. Fill out the interactive form with guided fields, preview your document in real time, and download as PDF or Word. Includes electronic signature support under the ESIGN Act. No registration required. Valid in all 50 US states.
Bill Of Sale Motorcycle
Create a professional Motorcycle Bill of Sale with our free online generator. This legally binding document records the transfer of ownership of a motorcycle from seller to buyer. It includes essential details such as the motorcycle's make, model, year, VIN, engine size, odometer reading, condition, and purchase price. Required by most state DMVs for title transfer and registration. The document protects both parties by creating an official record of the sale. Fill out the interactive form with guided fields, preview your document in real time, and download as PDF or Word. Includes electronic signature support under the ESIGN Act. No registration required. Valid in all 50 US states.
Bill of Sale - Puppy
Create a professional Puppy Bill of Sale with our free online generator. This legally binding document records the transfer of ownership of a puppy from seller or breeder to buyer. It includes essential details such as the puppy's breed, date of birth, color, litter registration, microchip number, vaccination history, health guarantee, spay/neuter agreement, and purchase price. The document protects both buyer and breeder by establishing clear terms and health warranties. Fill out the interactive form with guided fields, preview in real time, and download as PDF or Word. Includes electronic signature support under the ESIGN Act. No registration required. Valid in all 50 US states.
Bill of Sale - Semi Truck
Create a professional Semi Truck Bill of Sale with our free online generator. This legally binding document records the transfer of ownership of a semi-truck or tractor-trailer from seller to buyer. It includes essential details such as the truck's make, model, year, VIN, engine type, mileage, GVWR, condition, and purchase price. Required by the DMV for commercial vehicle title transfer and registration. Important for fleet operators, owner-operators, and dealerships. Fill out the interactive form with guided fields, preview in real time, and download as PDF or Word. Includes electronic signature support under the ESIGN Act. No registration required. Valid in all 50 US states.
Bill Of Sale Tractor
Create a professional Tractor Bill of Sale with our free online generator. This legally binding document records the transfer of ownership of a tractor from seller to buyer. It includes essential details such as the tractor's make, model, year, serial number, engine hours, horsepower, condition, and purchase price. Suitable for farm tractors, compact tractors, and utility tractors. The document protects both parties and may be needed for agricultural equipment registration. Fill out the interactive form with guided fields, preview your document in real time, and download as PDF or Word. Includes electronic signature support under the ESIGN Act. No registration required. Valid in all 50 US states.
Bill Of Sale Trailer
Create a professional Trailer Bill of Sale with our free online generator. This legally binding document records the transfer of ownership of a trailer from seller to buyer. It includes essential details such as the trailer's type, make, model, year, VIN, length, axle count, GVWR, condition, and purchase price. Required by most state DMVs for title transfer and registration of utility, cargo, boat, horse, and travel trailers. The document protects both parties by creating an official transaction record. Fill out the interactive form with guided fields, preview in real time, and download as PDF or Word. Includes electronic signature support under the ESIGN Act. No registration required. Valid in all 50 US states.
Bill of Sale
Whether you’re selling a used car to a neighbor or buying a boat from a private seller, a Bill of Sale is the simplest way to make the deal official. This straightforward document records who sold what to whom, for how much, and when — protecting both sides if questions come up later. Without one, proving ownership or the terms of the sale becomes a real headache. Our free template walks you through every detail: item description, price, seller and buyer information, payment method, and any warranties or as-is declarations. Just fill in the blanks, download as PDF or Word, and you’re all set.
Act of Donation (Canada)
Create a Canadian Act of Donation to formalize the voluntary transfer of property or assets from a donor to a donee without monetary compensation. This template addresses Canadian tax rules under the Income Tax Act (R.S.C. 1985, c. 1), including the deemed disposition rule and capital gains implications. Covers donor and donee details with province selection, gift description, fair market value, conditions, and governing law referencing your selected province. Canada has no federal gift tax, but the deemed disposition at fair market value may trigger capital gains for the donor. Download as PDF or Word.
Bank Confirmation Letter (Canada)
Create a Canadian Bank Confirmation Letter to request or verify banking relationship details with a Canadian financial institution. This template addresses Canada-specific requirements including references to the Bank Act (S.C. 1991, c. 46), PIPEDA privacy authorization, and Canadian banking institutions such as Schedule I and Schedule II banks. Covers account balances in Canadian dollars, account history, and supports Big Five banks and credit unions. Download as PDF or Word.
Bill of Lading (Canada)
Create a Canadian Bill of Lading compliant with federal and provincial transportation legislation. This document serves as a receipt for goods, a contract of carriage, and a document of title. Covers shipper, carrier, and consignee details, goods description, origin and destination, declared value, freight charges, special instructions, cargo insurance, and hazardous materials declarations. References the Canada Transportation Act, Bills of Lading Act, and Transportation of Dangerous Goods Act. Customize with guided form fields, preview in real time, and download as PDF or Word.
As-Is Bill of Sale (Canada)
Transfer ownership of personal property in Canada with no warranties using our free As-Is Bill of Sale template. This document disclaims all implied warranties under the provincial Sale of Goods Act, protects the seller from post-sale claims, and includes province-specific governing law, payment methods including Interac e-Transfer, and optional witness acknowledgment. Ideal for selling used electronics, appliances, tools, or other personal goods between private parties across all Canadian provinces and territories.
ATV Bill of Sale (Canada)
Transfer ownership of an all-terrain vehicle in Canada with our free ATV Bill of Sale template. This document includes VIN, odometer reading in kilometres, lien declaration under the Personal Property Security Act (PPSA), provincial registration requirements, warranty options, GST/HST/PST tax provisions, and governing law selection. Ideal for private ATV sales across all Canadian provinces and territories.
Bicycle Bill of Sale (Canada)
Document the sale of a bicycle in Canada with our free Bicycle Bill of Sale template. Includes serial number, frame specifications, stolen property declaration under the Criminal Code, warranty options aligned with the provincial Sale of Goods Act, payment methods including Interac e-Transfer, and province-specific governing law. Ideal for private bike sales across all Canadian provinces and territories.
Bill of Sale — Boat (Canada)
Transfer boat ownership in Canada with a legal Bill of Sale. Includes HIN, engine details, trailer information, and Transport Canada registration requirements under the Canada Shipping Act, 2001.
Bill of Sale — Business (Canada)
Transfer ownership of a Canadian business or its assets with a legal Bill of Sale. Includes purchase price allocation for CRA, GST/HST section 167 election, PPSA declarations, non-competition clause, and employee successor obligations.
Bill of Sale — Car (Canada)
Transfer vehicle ownership in Canada with a legal Bill of Sale. Includes VIN, odometer in kilometres, lien declaration, and provincial tax information.
Dog Bill of Sale (Canada)
Document the sale of a dog in Canada with our free Dog Bill of Sale template. Includes breed details, CKC registration, health guarantee, spay/neuter clause, provincial animal welfare compliance, veterinary health records, and governing law selection. Suitable for private dog sales and registered breeders across all Canadian provinces and territories.
Equipment Bill of Sale (Canada)
Transfer ownership of equipment in Canada with a legal Bill of Sale. Includes serial number, PPSA lien declaration, GST/HST provisions, warranty options, and provincial governing law.
Furniture Bill of Sale (Canada)
Document the sale of furniture in Canada with our free Furniture Bill of Sale template. Includes detailed item descriptions, serial numbers, condition documentation, warranty options aligned with the provincial Sale of Goods Act, payment methods including Interac e-Transfer, and province-specific governing law. Ideal for private furniture sales, estate sales, and business liquidations across all Canadian provinces and territories.
Golf Cart Bill of Sale (Canada)
Transfer golf cart ownership in Canada with a legal Bill of Sale. Includes serial number, condition report, lien declaration, and provincial Sale of Goods Act compliance for private and commercial transactions.
Firearm Bill of Sale (Canada)
Create a Canadian firearm bill of sale for private transfers. Includes PAL verification, firearm classification (non-restricted, restricted, prohibited), serial number documentation, and transfer requirements under the Firearms Act (S.C. 1995, c. 39) and Criminal Code (R.S.C. 1985, c. C-46).
Horse Bill of Sale (Canada)
Transfer horse ownership in Canada with a legal Bill of Sale. Includes breed registration, pedigree lineage, veterinary examination, breeding rights, and compliance with the Health of Animals Act and provincial Sale of Goods Act.
Jet Ski / Personal Watercraft Bill of Sale (Canada)
Transfer personal watercraft ownership in Canada with a legal Bill of Sale. Includes HIN, Pleasure Craft Licence details, engine hours, trailer documentation, and compliance with the Canada Shipping Act, 2001 and Small Vessel Regulations.
Livestock Bill of Sale (Canada)
Transfer livestock ownership in Canada with a legal Bill of Sale. Covers cattle, sheep, goats, swine, and other farm animals with CCIA traceability, brand inspection, Health of Animals Act compliance, and provincial Sale of Goods Act requirements.
Mobile Home Bill of Sale (Canada)
Transfer mobile or manufactured home ownership in Canada with a legal Bill of Sale. Includes serial number, CSA certification, registration transfer, pad lease assignment, lien declaration, and compliance with provincial manufactured home legislation.
Bill of Sale — Moped (Canada)
Transfer moped ownership in Canada with a legal Bill of Sale. Covers provincial registration requirements, VIN details, and compliance with the Motor Vehicle Safety Act and provincial highway traffic legislation.
Bill of Sale — Motorcycle (Canada)
Transfer motorcycle ownership in Canada with a legal Bill of Sale. Includes VIN, odometer in kilometres, safety inspection status, lien declaration under PPSA, and provincial registration requirements.
Bill of Sale — Personal Property (Canada)
Transfer personal property ownership in Canada with a legal Bill of Sale. Covers furniture, electronics, equipment, and other tangible goods under the provincial Sale of Goods Act and applicable consumer protection legislation.
Bill of Sale — Puppy (Canada)
Transfer puppy ownership in Canada with a legal Bill of Sale. Includes breed details, CKC registration, health guarantee provisions, and compliance with provincial animal protection legislation and the Criminal Code of Canada.
Bill of Sale — Semi Truck (Canada)
Transfer semi truck ownership in Canada with a legal Bill of Sale. Covers VIN details, CVOR requirements, National Safety Code compliance, and provincial commercial vehicle registration under the Motor Vehicle Safety Act and Highway Traffic Acts.
Bill of Sale — Tractor (Canada)
Transfer tractor ownership in Canada with a legal Bill of Sale. Covers serial number identification, hour meter disclosure, provincial PPSA lien searches, and compliance with the Sale of Goods Act and farm equipment regulations.
Bill of Sale — Trailer (Canada)
Transfer trailer ownership in Canada with a legal Bill of Sale. Includes VIN, GVWR, lien declaration, provincial registration requirements, and safety inspection details.
Bill of Sale (Canada)
Record the sale of personal property in Canada with our free Bill of Sale template. This document covers seller and buyer details with province selection, item description and condition, sale price in Canadian dollars, payment methods including Interac e-Transfer, and an as-is warranty clause. The governing law automatically references your selected province. Ideal for selling vehicles, electronics, furniture, or any personal goods between private parties across Canada.
Cash Receipt (Canada)
Create a Canadian Donation Receipt to formally acknowledge charitable contributions for tax credit purposes under the Income Tax Act (R.S.C. 1985, c. 1). This template covers donor and organization details with province selection, CRA registration number, donation description and value in Canadian dollars, and the registered charity tax credit statement under section 118.1. Required for donation tax credits on contributions to CRA-registered charities. Suitable for charities, churches, schools, and nonprofit organizations across Canada. Download as PDF or Word.
Debt Acknowledgment (Canada)
Create a Canadian Debt Acknowledgment where the debtor formally confirms owing a specific amount to the creditor. This template addresses Canadian limitation periods by province (2 years in Ontario, BC, and Alberta; 3 years in Quebec), criminal interest rate limits under section 347 of the Criminal Code, PPSA security interest provisions, and payment methods including Interac e-Transfer. All amounts in Canadian dollars. Covers repayment terms, interest, late penalties, collateral, and governing law referencing your selected province. Download as PDF or Word.
Debt Settlement Agreement (Canada)
Settle an outstanding debt for a reduced amount under Canadian law. Compliant with Criminal Code s. 347 interest rate limits, ITA s. 80 tax implications, and provincial limitation periods.
Donation Receipt (Canada)
Issue CRA-compliant donation receipts for tax purposes. Includes all required fields: charity registration number (BN), donor information, eligible amount, advantage received, and Income Tax Act s.118.1 compliance statement.
Invoice Template (Canada)
Create a professional Canadian Invoice with GST/HST and PST/QST tax calculations. Includes CRA-compliant GST/HST registration number, late payment fee provisions under the Interest Act, and payment terms in Canadian dollars. Suitable for all provinces and territories.
IOU / Debt Acknowledgment (Canada)
Create a Canadian IOU (Debt Acknowledgment) for informal loans between individuals. Covers Criminal Code s.347 interest cap (35% APR), provincial limitation periods, repayment schedules, and default provisions.
Family Loan Agreement (Canada)
Create a legally binding Canadian family loan agreement to formalize lending between relatives. This template references the federal Interest Act (R.S.C. 1985, c. I-15), the Criminal Code s.347 interest rate cap of 60%, CRA attribution rules for family loans under the Income Tax Act, and provincial consumer protection legislation. Covers loan purpose, interest rates, repayment schedules, late fees, and optional clauses for force majeure, confidentiality, indemnification, and dispute resolution. Select your governing province, fill out the wizard, and download as PDF or Word — free.
Loan Agreement Payment Plan (Canada)
Create a Canadian Loan Agreement Payment Plan for structured debt repayment. Compliant with the Interest Act (R.S.C. 1985, c. I-15) and Criminal Code interest rate limits. Covers payment schedules, interest, late fees, default provisions, and amounts in Canadian dollars.
Loan Agreement with Personal Guarantee (Canada)
Create a Canadian loan agreement with a personal guarantee clause. This template references the federal Interest Act (R.S.C. 1985, c. I-15), the Criminal Code s.347 interest rate cap, and provincial PPSA requirements for secured loans. Includes personal guarantee terms, security/collateral provisions, prepayment rights, and default remedies. Ideal for business loans where a third party guarantees repayment. Select your governing province, fill out the wizard, and download as PDF or Word — free.
Personal Loan Agreement (Canada)
Create a Canadian Personal Loan Agreement between individuals. Covers Criminal Code s.347 interest cap (35% APR), Interest Act compliance, PPSA security registration, ITA s.20(1)(c) deductibility, and flexible repayment schedules.
Shareholder Loan Agreement (Canada)
Create a Canadian shareholder loan agreement to formalize loans between a corporation and its shareholders. This template references the Income Tax Act s.15(2) shareholder loan rules, the Canada Business Corporations Act (CBCA), the federal Interest Act, and Criminal Code s.347. Covers fixed and revolving credit, interest rates, repayment schedules, default provisions, and CRA compliance requirements. Select your governing province and download as PDF or Word — free.
Loan Agreement (Canada)
Create a legally sound Canadian loan agreement for personal or business loans. This template references the federal Interest Act (max 60% criminal rate under Criminal Code s.347), provincial PPSA registration requirements, and lets you select your governing province. Covers fixed and variable interest rates, repayment schedules, default provisions, and security/collateral options. Fill out the wizard, preview in real time, and download as PDF or Word — free.
Payment Plan Agreement (Canada)
Create a structured payment plan under Canadian law. Compliant with Criminal Code interest rate limits and Interest Act disclosure requirements.
Profit and Loss Statement (Canada)
Create a Canadian Profit and Loss Statement for tracking business income and expenses. CRA-compliant with Business Number, Income Tax Act references, and amounts in Canadian dollars. Suitable for tax filing, loan applications, and financial planning.
Promissory Note (Canada)
Formalize a loan between individuals or businesses in Canada with our free Promissory Note template. This document complies with the Bills of Exchange Act (R.S.C., 1985, c. B-4) and the Interest Act (R.S.C., 1985, c. I-15), includes the Criminal Code section 347 criminal interest rate disclosure, and references the Bankruptcy and Insolvency Act. Supports interest-bearing and interest-free options, lump-sum and installment repayment schedules, late payment penalties, and province-specific governing law.
Royalty Agreement (Canada)
Create a Canadian Royalty Agreement for intellectual property licensing with royalty payments. Covers Copyright Act moral rights, Patent Act, Trademarks Act, GST/HST on royalties, Part XIII withholding tax, and CRA reporting obligations.
Vehicle Rental Agreement (Canada)
Rent out a vehicle in Canada with a comprehensive rental agreement. Covers vehicle details, rental period, rates in CAD, insurance requirements, mileage limits in kilometres, and damage responsibility under provincial traffic laws.
Cash Receipt
Create a professional Donation Receipt with our free online generator. This essential document provides official acknowledgment of a charitable contribution for tax deduction purposes. It records the donor's name, donation amount or description of donated items, date of contribution, organization details, and a statement confirming no goods or services were exchanged. Required by the IRS for tax-deductible donations over $250. Suitable for nonprofits, churches, schools, and charitable organizations. Fill out the interactive form with guided fields, preview in real time, and download as PDF or Word. Includes electronic signature support under the ESIGN Act. No registration required. Valid in all 50 US states.
Debt Acknowledgment
Sometimes you lend money to a friend, a family member, or a business partner with nothing more than a handshake. A Debt Acknowledgment fixes that by creating a written record where the borrower formally admits they owe a specific amount. It’s not a full loan agreement — it’s simpler than that. It just confirms the debt exists, states the amount, and may outline basic repayment terms. If things go sideways, this document can be your best evidence in court. Our free template covers the debtor and creditor details, the amount owed, and repayment conditions. Download as PDF or Word.
Donation Receipt
Create a professional Donation Receipt with our free online generator. This essential financial document provides official acknowledgment of a charitable contribution for tax deduction purposes. Records the donor's information, the receiving organization's details and tax-exempt status (501(c)(3)), donation date, amount or fair market value of non-cash donations, description of donated items, and a statement confirming whether goods or services were provided in exchange. Required by the IRS for tax-deductible donations exceeding $250. Essential for nonprofits, charities, religious organizations, and educational institutions. Customize with guided form fields, preview in real time, and download as PDF or Word. Includes electronic signature support. No registration required. Valid in all US states.
Invoice Template
Finished a project and need to get paid? A clear, professional invoice makes sure there's no confusion about what's owed and when. It lists the services or products, quantities, rates, taxes, and payment due date — everything your client needs to process the payment without back-and-forth emails. Works for freelancers, small businesses, and contractors alike. Our template lets you add line items, set payment terms, and include your business details. Fill it out, preview instantly, and download as PDF or Word — free, no sign-up.
Iou Template
Create a professional IOU (I Owe You) document with our free online template. This legally binding acknowledgment of debt clearly records the borrowed amount, the names of the borrower and lender, repayment terms and schedule, interest rate if applicable, and consequences of default. An IOU provides written proof of a personal loan or debt obligation, helping prevent disputes between parties. Suitable for personal loans between friends, family members, or business associates. Fill out the interactive form with guided fields, preview in real time, and download as PDF or Word. Includes electronic signature support under the ESIGN Act and UETA. No account required. Valid in all US states.
Loan Agreement
Lending money to a friend, family member, or business partner? Handshake deals go south fast when memories differ. A Loan Agreement puts the amount, interest rate, repayment schedule, and late-payment penalties in black and white — protecting both the lender and the borrower. It's the difference between a favor and a legal obligation. Our template covers secured and unsecured loans, prepayment terms, default remedies, and governing law. Enter the loan details, preview in real time, and download as PDF or Word — free, no account needed.
Payment Plan Agreement
Owe money but can't pay it all at once? Or someone owes you and you'd rather get paid in installments than not at all? A Payment Plan Agreement breaks a debt into manageable chunks — setting the amount, frequency, interest (if any), late fees, and what triggers a default. It protects both sides and keeps the arrangement enforceable. Our template covers the total balance, installment schedule, payment method, penalties, and acceleration clauses. Fill in the terms, preview in real time, and download as PDF or Word — free, no account needed.
Profit and Loss Statement
Create a professional Profit and Loss Statement with our free online generator. Document your business income, expenses, and net profit or loss for a specific reporting period. Organize revenue streams, cost of goods sold, operating expenses, and other income or deductions in a clear financial format. Essential for tax preparation, loan applications, investor presentations, and business performance analysis. Preview in real time and download as PDF or Word. Electronic signature support included. Suitable for sole proprietors, partnerships, LLCs, and corporations across all 50 US states.
Promissory Note
Lending money to a friend, family member, or business partner? A handshake isn't enough. A Promissory Note puts the loan terms in writing — the amount, interest rate, repayment schedule, and what happens if payments are missed. It protects the lender's right to collect and gives the borrower clear expectations. Whether it's a personal loan or a business advance, having it documented makes all the difference. Our free template covers principal, interest, late fees, and default terms. Fill it out, preview, and download as PDF or Word.
Loan Agreement (Contrat de prêt) — Quebec
Quebec loan agreement (contrat de prêt) governed by articles 2312 to 2332 of the Code civil du Québec. Includes interest provisions (art. 2330 CCQ), lésion protection (art. 2332 CCQ), Criminal Code s. 347 compliance, prepayment options, security (sûreté), default remedies, and bonne foi obligations per art. 1375 CCQ.
Vehicle Rental Agreement
Renting out a car, truck, or van — either as a business or a private owner? A Vehicle Rental Agreement protects both you and the renter. It covers the vehicle details, rental period, daily or weekly rate, mileage limits, insurance requirements, fuel policy, and what happens in case of damage or late return. Without one, disputes over scratches, dents, or missing items become he-said-she-said. Put the terms in writing and save yourself the headache. Our free template makes it easy. Fill it out online and download as PDF or Word.