Self-Employed? No Tax Returns. How to Borrow Without the Usual Paperwork

News
October 14, 2024
self employed
If youโ€™re self-employed, youโ€™ve probably faced the hassle of jumping through hoops to prove your income when applying for a loan. Traditionally, banks have relied on tax returns to verify your earnings, but letโ€™s be real โ€“ tax returns donโ€™t always reflect the true health of your business, especially with the ups and downs that come with being your own boss. The good news? There are alternate ways to verify your income without handing over your tax returns.
More lenders are offering flexible options for self-employed borrowers, allowing you to use alternative forms of income verification. Instead of diving into old tax records, you can often provide a signed income declaration, a letter from your accountant, or recent BAS (Business Activity Statements). Some lenders also accept business bank account statements to assess your cash flow and financial stability. This approach gives a more accurate snapshot of how your business is performing right now, without relying on documents that might not show the full picture.
What does this mean for you? Essentially, the banks donโ€™t get to dictate what you can buy โ€“ or where you can buy it โ€“ based on old paperwork. Whether youโ€™re looking to refinance, purchase a new property, or even invest, these alternative verification methods can open doors that might otherwise have been closed.
Using these methods doesnโ€™t just simplify the process; it can also fast-track it. With fewer documents to chase down, you can focus on running your business instead of worrying about your tax return. Plus, it makes sense for those whose income fluctuates, or for those who manage their tax affairs in ways that minimise their taxable income. Just because your tax returns donโ€™t show high numbers doesnโ€™t mean your business isnโ€™t thriving.
So, if youโ€™re self-employed and need to borrow, donโ€™t be discouraged by the thought of tax returns. Talk to us about alternative verification options โ€“ you might be pleasantly surprised at how easy the process can be!
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Any advice contained in this article is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice with regard to those matters. Information in this article is correct as of the date of publication and is subject to change.