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Money, loans and taxes

Ready documents for this situation, sorted by country. Each one opens in the browser: fill it in, print it or save a PDF.

Algeria

Angola

  • Pedido de abertura de conta bancária

    Goes to: Bank replies with their own document

    O pedido está escrito. Acrescente o banco, a agência e os seus documentos.

    Word · Portuguese · Prepare a document

    About this situation Open

  • Acordo de kixikila

    Word · Portuguese · Calculate and put it on paper

    About this situation Open

Argentina

  • Nota de desconocimiento de consumos en el resumen de tarjeta de crédito

    Word · Spanish · Calculate and put it on paper

    About this situation Open

  • Plan de la fiesta de 15 y ahorro

    Word · Spanish · Collect and check a set of papers

    About this situation Open

Australia

  • Complaint Letter to Your Bank, Lender or Insurer (Internal Dispute Resolution)

    Goes to: Bank replies with their own document

    Word · English · Calculate and put it on paper

    About this situation Open

  • Family Tax Benefit Part A — estimate and claim checklist

    Word · English · Calculate and put it on paper

    About this situation Open

  • My 52-week savings challenge

    Word · English · Calculate and put it on paper

    About this situation Open

  • Our Christmas budget 2026

    Word · English · Calculate and put it on paper

    About this situation Open

  • School holidays 2027 planner

    Word · English · Calculate and put it on paper

    About this situation Open

  • Tax return checklist 2025–26

    Word · English · Collect and check a set of papers

    About this situation Open

Austria

Belgium

Bolivia

  • Nuestro presupuesto del mes

    Word · Spanish · Calculate and put it on paper

    Open

  • Reto de ahorro de 52 semanas

    Word · Spanish · Calculate and put it on paper

    Open

Brazil

  • Notificação extrajudicial — cobrança indevida e negativação indevida

    Word · Portuguese · Calculate and put it on paper

    About this situation Open

  • Pedido de reanálise à Ouvidoria do plano de saúde — negativa de cobertura

    Word · Portuguese · Calculate and put it on paper

    About this situation Open

Cameroon

Canada

  • Notice of Objection — Income Tax Act, Section 165

    Word · English · Calculate and put it on paper

    About this situation Open

Chile

Colombia

  • Carta de reclamo por cobro excesivo en la factura de servicios públicos

    Goes to: Seller or company replies with their own document

    Word · Spanish · Build a case from materials

    About this situation Open

  • Mi plan de ahorro: reto de 52 semanas

    Word · Spanish · Calculate and put it on paper

    About this situation Open

Costa Rica

  • Presupuesto mensual familiar Costa Rica

    Excel · Spanish · Calculate and put it on paper

    Open

  • Reto de ahorro de 52 semanas Costa Rica

    Excel · Spanish · Calculate and put it on paper

    Open

Côte d’Ivoire

Croatia

Czechia

Denmark

Dominican Republic

  • Reclamación por alta facturación de energía eléctrica

    Goes to: Client accepts it and pays

    Word · Spanish · Build a case from materials

    About this situation Open

  • Nuestro presupuesto navideño

    Word · Spanish · Calculate and put it on paper

    About this situation Open

  • Presupuesto mensual familiar República Dominicana

    Excel · Spanish · Calculate and put it on paper

    About this situation Open

Ecuador

  • Presupuesto mensual familiar Ecuador

    Excel · Spanish · Calculate and put it on paper

    Open

  • Reto de ahorro de 52 semanas Ecuador

    Excel · Spanish · Calculate and put it on paper

    Open

Egypt

El Salvador

  • Presupuesto mensual familiar El Salvador

    Excel · Spanish · Calculate and put it on paper

    Open

  • Presupuesto navideño familiar El Salvador

    Excel · Spanish · Calculate and put it on paper

    Open

  • Reto de ahorro de 52 semanas El Salvador

    Excel · Spanish · Calculate and put it on paper

    Open

Ethiopia

France

Germany

Ghana

Guatemala

  • Reclamo por cobro de seguro no solicitado en la factura de energía eléctrica

    Goes to: Insurer reviews it and decides

    Word · Spanish · Calculate and put it on paper

    About this situation Open

  • Nuestra boda: presupuesto y plan de ahorro

    Word · Spanish · Calculate and put it on paper

    About this situation Open

  • Reto de ahorro de 52 semanas Guatemala

    Excel · Spanish · Calculate and put it on paper

    About this situation Open

Honduras

Hungary

India

  • Application to Bank to Lift Debit Freeze on Account (Cyber Crime Hold)

    Goes to: Bank replies with their own document

    Word · English · Collect and check a set of papers

    About this situation Open

  • Complaint Letter to Bank — Unauthorised Electronic Transaction

    Goes to: Bank replies with their own document

    Word · English · Calculate and put it on paper

    About this situation Open

  • Payment Reminder — Invoice [NUMBER]

    Goes to: Client accepts it and pays

    Word · English · Calculate and put it on paper

    About this situation Open

  • Advance Tax Worksheet — Tax Year 2026-27

    Word · English · Calculate and put it on paper

    About this situation Open

  • Belated Income Tax Return Checklist

    Word · English · Collect and check a set of papers · needed by 31 Dec 2026

    About this situation Open

  • Our wedding budget

    Word · English · Calculate and put it on paper

    About this situation Open

Indonesia

  • Surat Pengaduan Penagihan Pinjaman Online dan Penarikan Persetujuan Data Pribadi

    Word · Indonesian · Calculate and put it on paper

    About this situation Open

Ireland

Israel

Italy

Jamaica

Japan

  • 家計簿（1か月）

    Word · Japanese · Calculate and put it on paper

    About this situation Open

  • 年末調整の必要書類チェックリスト（令和8年分）

    Word · Japanese · Calculate and put it on paper

    About this situation Open

Jordan

Kenya

  • Application for Tax Amnesty and Written Undertaking (Section 37E, Tax Procedures Act)

    Word · English · Calculate and put it on paper

    About this situation Open

  • Complaint to a Digital Lender about Harassment in Debt Collection and Misuse of My Contacts

    Word · English · Calculate and put it on paper

    About this situation Open

  • Letter Disputing an Incorrect Credit Reference Bureau (CRB) Listing

    Word · English · Calculate and put it on paper

    About this situation Open

Kuwait

  • Kuwait indemnity calculation — private sector

    Goes to: Employer pays what is due

    Word · English · Calculate and put it on paper

    About this situation Open

  • Ramadan budget Kuwait 2027 (1448 AH)

    Word · English · Calculate and put it on paper

    About this situation Open

  • ميزانية رمضان ومقاضي رمضان 1448

    Word · Arabic · Calculate and put it on paper

    About this situation Open

Malaysia

  • Our Hari Raya budget and list

    Word · English · Calculate and put it on paper

    About this situation Open

  • Representation for Reinstatement — Dismissal Without Just Cause or Excuse (Section 20, Industrial Relations Act 1967, Malaysia)

    Word · English · Prepare a document

    About this situation Open

Mexico

  • Formato de factura / nota de venta en Excel

    Goes to: Client accepts it and pays

    Excel · Spanish · Calculate and put it on paper

    About this situation Open

  • Pagaré y contrato de préstamo entre particulares

    Goes to: The other party signs it

    Word · Spanish · Agree on a version and sign

    About this situation Open

  • Calculadora para salir de deudas

    Excel · Spanish · Calculate and put it on paper

    About this situation Open

  • Carta de aclaración por cargo no reconocido

    Word · Spanish · Build a case from materials

    About this situation Open

  • Mi plan de ahorro — reto de 52 semanas

    Word · Spanish · Calculate and put it on paper

    About this situation Open

  • Plantilla de presupuesto / cotización (Excel)

    Excel · Spanish · Calculate and put it on paper

    About this situation Open

  • Presupuesto mensual familiar en Excel

    Excel · Spanish · Calculate and put it on paper

    About this situation Open

  • Presupuesto por hectárea y solicitud de crédito de avío

    Word · Spanish · Prepare a document

    About this situation Open

  • Reclamación ante el Buró de Crédito por información incorrecta

    Word · Spanish · Calculate and put it on paper

    About this situation Open

Morocco

Mozambique

  • Planilha de orçamento mensal Moçambique

    Excel · Portuguese · Calculate and put it on paper

    Open

Nepal

Netherlands

New Zealand

  • School terms and holidays 2027

    Goes to: School replies with their own document

    Word · English · Calculate and put it on paper

    About this situation Open

  • Our Christmas budget

    Word · English · Calculate and put it on paper

    About this situation Open

  • Our weekly budget

    Word · English · Calculate and put it on paper

    About this situation Open

  • Personal Information Request After a Data Breach (Privacy Act 2020)

    Word · English · Calculate and put it on paper

    About this situation Open

Nicaragua

  • Abrir una cuenta bancaria en Nicaragua: lista

    Word · Spanish · Prepare a document

    About this situation Open

  • Nuestro presupuesto del mes

    Word · Spanish · Calculate and put it on paper

    Open

  • Reto de ahorro de 52 semanas

    Word · Spanish · Calculate and put it on paper

    Open

Nigeria

  • Ajo Contribution Agreement

    Goes to: The other party signs it

    Word · English · Agree on a version and sign

    About this situation Open

  • Complaint Letter to Bank for a Failed Transaction — Debited but Not Received

    Goes to: Bank replies with their own document

    Word · English · Calculate and put it on paper

    About this situation Open

  • Complaint Letter to a Loan App — Harassment and Use of My Contacts

    Word · English · Calculate and put it on paper

    About this situation Open

Pakistan

  • Complaint Letter to Bank or Mobile Wallet for Fraudulent / Unauthorised Transaction

    Goes to: Bank replies with their own document

    Word · English · Calculate and put it on paper

    About this situation Open

  • Energy and Fuel Subsidy: Checklist and Application Log

    Word · English · Prepare a document

    About this situation Open

  • Income Tax Return Checklist

    Word · English · Prepare a document

    About this situation Open

Panama

Paraguay

  • Nuestro presupuesto del mes

    Word · Spanish · Calculate and put it on paper

    Open

  • Reto de ahorro de 52 semanas

    Word · Spanish · Calculate and put it on paper

    About this situation Open

Peru

  • Contrato de junta de dinero

    Goes to: The other party signs it

    Word · Spanish · Agree on a version and sign

    About this situation Open

  • Plan para la campaña escolar 2027

    Word · Spanish · Calculate and put it on paper

    About this situation Open

  • Presupuesto por hectárea y solicitud de crédito agrícola

    Word · Spanish · Prepare a document

    About this situation Open

Philippines

Channel on this topic: Payroll & HR · Philippines

  • Freelance Services Agreement

    Goes to: The other party signs it

    Word · English · Prepare a document

    About this situation Open

  • Inventory list template (stock list + BIR year-end inventory list)

    Goes to: Government office reviews it and decides

    Excel · English · Calculate and put it on paper

    About this situation Open

  • Invoice register

    Goes to: Client accepts it and pays

    Excel · English · Calculate and put it on paper

    About this situation Open

  • Invoice to a foreign client in USD

    Goes to: Client accepts it and pays

    Excel · English · Calculate and put it on paper

    About this situation Open

  • Pag-IBIG housing loan computation

    Goes to: Government office reviews it and decides

    Word · English · Calculate and put it on paper

    About this situation Open

  • Paluwagan Agreement

    Goes to: The other party signs it

    Word · English · Agree on a version and sign

    About this situation Open

  • Request for BIR Form 2316

    Goes to: Government office reviews it and decides

    Word · English · Calculate and put it on paper · needed by 31 Jan 2027

    About this situation Open

  • Request to Correct TIN Registration Details

    Goes to: Government office reviews it and decides

    Word · English · Prepare a document

    About this situation Open

  • Balikbayan Box — Packing List

    Word · English · Calculate and put it on paper

    About this situation Open

  • Binyag and first birthday plan

    Word · English · Calculate and put it on paper

    About this situation Open

  • BIR Form 1701Q: Quarterly Return Checklist

    Word · English · Prepare a document

    About this situation Open

  • Books of accounts 2026

    Excel · English · Calculate and put it on paper

    About this situation Open

  • Car loan computation

    Word · English · Calculate and put it on paper

    About this situation Open

  • Christmas party program and budget

    Word · English · Calculate and put it on paper

    About this situation Open

  • Debut plan and checklist

    Word · English · Calculate and put it on paper

    About this situation Open

  • Education fund plan

    Word · English · Calculate and put it on paper

    About this situation Open

  • Getting a TIN from the BIR: Checklist

    Word · English · Prepare a document

    About this situation Open

  • Monito monita: something list and budget

    Word · English · Calculate and put it on paper

    About this situation Open

  • Monthly budget template (Philippines)

    Excel · English · Calculate and put it on paper

    About this situation Open

  • My Skincare Routine Chart

    Word · English · Calculate and put it on paper

    About this situation Open

  • Notice to Online Lending Company: Stop Harassment and Misuse of My Personal Data

    Word · English · Calculate and put it on paper

    About this situation Open

  • Our wedding budget and checklist

    Word · English · Calculate and put it on paper

    About this situation Open

  • Quarterly tax calculator — 8% vs graduated

    Excel · English · Calculate and put it on paper

    About this situation Open

  • Request and Authority for Payroll Deduction — Pag-IBIG MP2 Savings

    Word · English · Calculate and put it on paper

    About this situation Open

  • Rice Farm Budget, Loan Application and Crop Insurance Enrollment

    Word · English · Calculate and put it on paper

    About this situation Open

Portugal

  • O meu plano para tirar a carta de condução

    Word · Portuguese · Calculate and put it on paper

    About this situation Open

Puerto Rico

  • Presupuesto mensual familiar Puerto Rico

    Excel · Spanish · Calculate and put it on paper

    Open

  • Presupuesto navideño familiar Puerto Rico

    Excel · Spanish · Calculate and put it on paper

    Open

  • Reto de ahorro de 52 semanas Puerto Rico

    Excel · Spanish · Calculate and put it on paper

    Open

Qatar

  • Ramadan budget Qatar 2027 (1448 AH)

    Word · English · Calculate and put it on paper

    Open

  • ميزانية رمضان 1448 في قطر

    Word · Arabic · Calculate and put it on paper

    Open

Romania

Rwanda

Saudi Arabia

Senegal

Serbia

Singapore

Slovakia

South Africa

South Korea

Spain

Sri Lanka

  • Income tax return preparation sheet, Y/A 2025/2026

    Goes to: Government office reviews it and decides

    The sheet is written. Add your income, your tax already paid and your reliefs.

    Word · English · Prepare a document

    About this situation Open

  • House construction budget

    Word · English · Calculate and put it on paper

    About this situation Open

  • Our wedding budget

    Word · English · Calculate and put it on paper

    About this situation Open

Taiwan

Tunisia

  • Budget et plan du mariage

    Word · French · Calculate and put it on paper

    About this situation Open

  • Rentrée scolaire 2027 : budget et liste des fournitures

    Word · French · Calculate and put it on paper

    About this situation Open

  • العودة المدرسية 2027: الميزانية وقائمة الأدوات

    Word · Arabic · Prepare a document

    About this situation Open

  • ميزانية العرس وخطته

    Word · Arabic · Calculate and put it on paper

    About this situation Open

Türkiye

United Kingdom

United States

Uruguay

  • Presupuesto mensual familiar Uruguay

    Excel · Spanish · Calculate and put it on paper

    About this situation Open

  • Presupuesto navideño familiar Uruguay

    Excel · Spanish · Calculate and put it on paper

    About this situation Open

  • Reto de ahorro de 52 semanas Uruguay

    Excel · Spanish · Calculate and put it on paper

    Open

Venezuela

  • Presupuesto mensual familiar Venezuela

    Excel · Spanish · Calculate and put it on paper

    Open

  • Presupuesto navideño familiar Venezuela

    Excel · Spanish · Calculate and put it on paper

    Open

Zimbabwe

International

  • Invoice template with tax calculation

    Goes to: Client accepts it and pays

    Excel · English · Calculate and put it on paper

    About this situation Open

  • Statement of Account

    Goes to: Client accepts it and pays

    Excel · English · Calculate and put it on paper

    About this situation Open

  • Bank statement Excel template

    Excel · English · Calculate and put it on paper

    About this situation Open

  • Simple financial statements template

    Excel · English · Calculate and put it on paper

    About this situation Open

Uganda

  • NSSF midterm preparation sheet and bank letter

    Goes to: Bank replies with their own document

    The sheet and bank letter are written. Add your NSSF number, your employers and your bank.

    Word · English · Prepare a document

    About this situation Open

Documents by country