Documents Required for CMA Data Preparation
CMA Data Preparation is granted on the strength of the papers you file with it, so a complete set at the start is the difference between 5–7 working days after financials are received and a query that sends the application back. Below is every document our team needs from you, what each one is for, and how to get it to us. You upload all of it in your Fastlegal dashboard — nothing is couriered, and nothing is payable while you gather it.
Checklist: 6 documents for cma data preparation
- 1
Audited financial statements for the last 2–3 years
- 2
Provisional financials for the current year
- 3
Existing loan sanction letters and statements
- 4
Stock and debtors statements
- 5
Projected sales and business plan
- 6
GST returns for the current year
What we file with them
- Operating statement (past, estimated and projected years)
- Analysis of balance sheet
- Comparative statement of current assets and current liabilities
- Computation of maximum permissible bank finance
- Fund flow statement
- Key financial ratios
- Brief notes on assumptions
How to submit your documents
- 1
Start it online: Order CMA data preparation and hand it to our team.
- 2
Upload documents in your dashboard: Upload audited and provisional financials and loan details in your dashboard.
- 3
We prepare CMA data: We prepare the CMA formats, discuss key assumptions with you and finalise the projections.
- 4
Track & download: Download the final CMA report in Excel and PDF from your dashboard.
Scans or clear phone photographs are fine for every item above. Documents live in your private vault, are served only to your signed-in account and the team working on your file, and you can delete anything you uploaded.
Got your documents together?
Hand cma data preparation to our team and upload them straight away. We confirm a fixed fee once we have seen what is involved — nothing is charged until you approve it.
Not sure which documents apply to you?