--- title: "28 Free Finance Form Templates | formformform" description: "Expense reports, invoices, and financial data collection forms to keep your business finances organized. Includes 28 free, ready-to-use templates." url: "https://www.formformform.com/form-templates/finance-forms" type: static generatedAt: "2026-08-23T18:56:58.727Z" --- [Templates](https://www.formformform.com/form-templates)/Finance Forms # Finance form templates Wherever money moves through a business, someone has to write down what it is for before it moves. That is the job of every template here: expense claims and reimbursements, purchase orders and invoice submissions, loan and mortgage inquiries, tax organisers, and hardship and aid applications. Building this from scratch instead? See [Secure, encrypted forms](https://www.formformform.com/solutions/secure-forms). [Expense Report Form](https://www.formformform.com/templates/expense-report-form) Streamline employee expense reimbursements with structured submissions. [Invoice Request Form](https://www.formformform.com/templates/invoice-request-form) Streamline vendor invoice submissions with structured payment details. [Budget Approval Request](https://www.formformform.com/templates/budget-approval-form) Formalize project and department budget requests with full financial detail. [Financial Aid Application](https://www.formformform.com/templates/financial-aid-application-form) Collect financial aid applications with income, need, and program details. [Employee Reimbursement Request](https://www.formformform.com/templates/reimbursement-request-form) Process employee expense reimbursements quickly with structured requests. [Credit Application Form](https://www.formformform.com/templates/credit-application-form) Collect credit applicant details, income, and purpose of credit electronically. [Financial Planning Questionnaire](https://www.formformform.com/templates/financial-planning-questionnaire) Gather client financial goals, risk tolerance, and situation before planning sessions. [Purchase Order Request](https://www.formformform.com/templates/purchase-order-request-form) Standardize purchase order requests with vendor, item, and budget details. [Accounting Client Intake Form](https://www.formformform.com/templates/accounting-client-intake-form) Onboard new accounting clients with entity type, services, and goals. [Tax Organizer Questionnaire](https://www.formformform.com/templates/tax-organizer-questionnaire) Gather income, deductions, and life changes from tax clients before prep. [Bookkeeping Services Inquiry](https://www.formformform.com/templates/bookkeeping-inquiry-form) Qualify bookkeeping prospects with industry, volume, and budget questions. [Payroll Services Inquiry](https://www.formformform.com/templates/payroll-inquiry-form) Capture employee count, pay frequency, and payroll needs from prospects. [Audit Preparation Request](https://www.formformform.com/templates/audit-preparation-form) Help organizations prepare for financial, tax, or grant audits. [CPA Consultation Request](https://www.formformform.com/templates/cpa-consultation-request-form) Let prospects request a CPA consultation with topic, urgency, and context. [Financial Statement Request](https://www.formformform.com/templates/financial-statement-request-form) Request balance sheets, income statements, or cash flow statements. [Mortgage Inquiry Form](https://www.formformform.com/templates/mortgage-inquiry-form) Collect mortgage inquiries for home purchases and refinances. [Personal Loan Inquiry Form](https://www.formformform.com/templates/personal-loan-inquiry-form) Collect personal loan inquiries with purpose, amount, and credit details. [Business Loan Inquiry Form](https://www.formformform.com/templates/business-loan-inquiry-form) Capture business loan inquiries with entity, revenue, and loan purpose details. [Home Equity Line of Credit Inquiry Form](https://www.formformform.com/templates/heloc-inquiry-form) Collect HELOC inquiries with home value, equity, and credit details. [Banking Service Inquiry Form](https://www.formformform.com/templates/banking-service-inquiry-form) Collect general banking service inquiries for personal and business accounts. [Mortgage Refinance Inquiry Form](https://www.formformform.com/templates/refinance-inquiry-form) Collect mortgage refinance inquiries with current loan details and goals. [Credit Union Membership Inquiry Form](https://www.formformform.com/templates/credit-union-membership-inquiry-form) Collect credit union membership inquiries and check field-of-membership eligibility. [Accounts Payable Request Form](https://www.formformform.com/templates/accounts-payable-form) Standardize invoice submission and payment processing requests from vendors. [Donation Tax Receipt Request Form](https://www.formformform.com/templates/donation-tax-receipt-request-form) Let donors request official tax receipts for charitable contributions. [Financial Hardship Application Form](https://www.formformform.com/templates/financial-hardship-application-form) Collect hardship details and assistance requests from customers facing financial difficulty. [Vendor Payment Status Inquiry Form](https://www.formformform.com/templates/vendor-payment-inquiry-form) Let vendors inquire about unpaid or delayed invoices through a structured form. [Charitable Contribution Commitment Form](https://www.formformform.com/templates/charitable-contribution-form) Record donor pledges and charitable contribution commitments digitally. [Bookkeeping Client Onboarding Form](https://www.formformform.com/templates/bookkeeping-client-onboarding-form) Take a signed client's books over cleanly — platform access, opening balances, and the deadlines that cannot slip. 28 templates ## Collections Smaller, hand-picked sets built around one job, with a line on each template explaining when to reach for it. In Finance Forms - [Loan and credit inquiry form templates · 6](https://www.formformform.com/form-templates/finance-forms/loan-inquiry) Featuring these templates - [Employee request and approval form templates · 10](https://www.formformform.com/form-templates/human-resources-forms/employee-requests) - [Membership application form templates · 10](https://www.formformform.com/form-templates/membership-forms/membership-application) The templates cluster into four jobs. Internal spend controls — expense reports, reimbursements, budget approvals, purchase orders, accounts payable submissions — move money inside an organisation and land in someone's month-end reconciliation. Lending and banking inquiries — mortgage, refinance, HELOC, personal and business loans, credit union membership — pre-qualify people before anyone runs a hard credit check. Practice intake forms bring work into accounting, bookkeeping, payroll and audit firms. Aid, hardship and donation forms capture the requests and pledges that send money the other way. Every answer becomes a record someone acts on later: a payment run, an underwriting decision, a tax return, a receipt a donor files with a deduction. A missing purchase order number or period end date does not cost you a lead — it costs finance a fortnight of chasing. ## What is a finance form? Four different things get called a finance form: a claim to be paid, a spending request to be approved, an inquiry to be underwritten, and figures a professional will work from. What they share, and what marks them off from a general enquiry form, is that the fields are chosen by whoever receives the submission rather than whoever sends it — invoice number and due date for accounts payable, business purpose and receipt status for a reimbursement, cost centre code and a CapEx or OpEx classification for a budget request, credit score range and loan purpose for a lending inquiry. Whichever direction the money runs, the discipline is the same: capture the identifying reference and the amount in the same submission as the justification for them. ## What these forms usually ask for The questions that appear most often across our 28 finance form templates. - Phone Number · 21 of 28 - Email Address · 20 of 28 - Full Name · 9 of 28 - Contact Name · 4 of 28 - Credit Score Range · 4 of 28 - Department · 4 of 28 - Applicant Full Name · 3 of 28 - Invoice Date · 3 of 28 ## Why use finance form templates One submission instead of three rounds of email Reimbursement claims, invoice requests and AP submissions fail the same way: the first version arrives missing the merchant, the business purpose or the invoice number, and payment slips a fortnight while someone chases it. Requiring those fields makes the first submission the last one. Pre-qualification without a hard credit pull The lending templates ask for a credit score range rather than an exact figure, alongside loan purpose, employment status and a self-employment flag — enough to sort serious borrowers from browsers and match them to a product tier before any formal application exists. Enough detail to quote on the first reply Bookkeeping and payroll work is priced on a few variables: monthly transaction volume, employee count, pay frequency, current software. Capture them at first contact and an enquiry can be answered with a number, not more questions. An audit trail written at the time Business purpose, PO reference, description of goods, approving manager, intended use of a financial statement — hard to reconstruct months later, trivial to capture at submission, and the first things an auditor asks to see. A private channel for difficult requests Hardship and aid applicants disclose income, debts and personal circumstances. A form lets them set that out in their own words without a phone call, and a sensitive one can carry end-to-end encryption and stay on EU infrastructure. ## How to create your own 1. 1 One question at the top decides which fields should appear at all — purchase or refinance, personal or business banking, employee claim or vendor invoice. Write that one first. 2. 2 Add the identifying reference and the amount next: invoice number and due date, purchase order number, cost centre code, requested credit line — what finance will search and reconcile on later. 3. 3 Require one justification field — business purpose, loan purpose, intended use of the statements, description of goods. A sentence here removes most of the follow-up email. 4. 4 Hide what does not apply, using conditional logic: cash-out amount only on a cash-out refinance, employer name only for employer-based credit union eligibility, contractor counts only when contractors are ticked. 5. 5 Ask for the supporting paperwork as a link: a short text field takes a shared drive folder of receipts, vendor quotes or income verification. Then set what happens on submit — a webhook or Zapier action can announce each submission in your AP or sales channel, and responses can be searched and exported. ## Getting better responses Ask for ranges where the exact number costs you the form Credit score and income are where lending inquiries lose people. A range pre-qualifies as well as a precise figure and is likelier to be accurate, since most borrowers do not know their score. Income can stay optional without hurting lead quality. Keep application fields out of an enquiry form An enquiry is not an application. Asking for a Social Security or tax identification number upfront reads as a formal credit check and loses people. Collect identifiers at the next step, and confirm what your own regulator requires you to disclose. Date both ends of everything Invoice date and due date, expense period and deadline, period end and needed-by date, project start and finish. One date records what happened; the pair tells finance when to pay and what to prioritise. Make the reference required and let the rest earn its place Invoice number, purchase order number, cost centre code — what someone searches on when the submission is one of four hundred, and what stops an invoice being paid twice. Every other field should justify the friction it adds. Ask for outgoings, not just income, on hardship and aid forms Income alone does not show severity; the gap between income and expenses does, and whether the hardship is temporary or ongoing decides between a deferment and a restructured plan. Keep the labels plain and non-judgemental. ## Who uses these forms Community banks · Credit unions · CPA firms · Finance departments · Small business owners · Financial advisors · Nonprofit organizations · Operations managers ## Frequently asked questions What is the difference between an expense report and a reimbursement request? An expense report covers a period and itemises several costs at once — the expense period, a line-item list with dates and amounts, and a total for review. A reimbursement request is usually a single out-of-pocket cost with its category, business purpose and receipt status. Teams with regular travel tend to run reports on a monthly cycle; everyone else is better served by a per-claim form. Does submitting a loan or mortgage inquiry form affect the applicant's credit score? An inquiry form is not an application, and on its own it does not trigger a credit check — that is why these templates ask for a credit score range instead of pulling a score. A hard inquiry happens later, when the borrower proceeds to a formal application. Say so on the form itself: telling people it is an enquiry only removes one of the most common reasons for abandoning it. Can I collect Social Security or tax identification numbers on a finance form? Technically yes — forms can be end-to-end encrypted, hosted in the EU, and are encrypted at rest and in transit. Whether you should is a separate question, and most of the templates here deliberately stop short of it, because an enquiry form asking for a national identifier reads as a formal application. If you do collect identifiers, confirm the retention and disclosure rules that apply to your institution before publishing. How do people attach receipts, vendor quotes or prior tax returns? Yes. An upload field takes the receipt or invoice straight onto the claim, up to 2 MB per file, so the paperwork and the record stay together. A full scanned statement pack will exceed that, so keep a short text field beside it for a shared folder link. For an expense report covering several line items, say in the field label whether you want one folder for the period or a link per item. Can approvals be routed to different people depending on the amount? The form can branch on the amount: conditional logic can reveal a second approver field, extra justification, or a note that requests above a threshold need additional sign-off. Notifying the right person is handled downstream — a real-time webhook or a Zapier action fires on every submission and can create the task in the tool your approvers already use. The approval decision itself stays in your system, not in the form. What does it cost to use these finance templates? Nothing during early access. Every shipped feature is switched on, there is no cap on forms or responses, and joining now locks in early-adopter pricing for when paid plans launch. When a form needs to collect money from its respondent, add a Stripe-powered payment field; request and approval forms can remain payment-free. ## Related templates and guides - [Business form templates · 9](https://www.formformform.com/form-templates/business-forms) - [Professional Services form templates · 23](https://www.formformform.com/form-templates/professional-services-forms) - [Human Resources form templates · 26](https://www.formformform.com/form-templates/human-resources-forms) - [Real Estate & Property form templates · 23](https://www.formformform.com/form-templates/real-estate-forms) - [Insurance form templates · 8](https://www.formformform.com/form-templates/insurance-forms) - [End-to-end encrypted forms →](https://www.formformform.com/encrypted-forms) - [Conditional logic →](https://www.formformform.com/features/logic) - [Lead capture forms →](https://www.formformform.com/solutions/lead-capture) Don't see what you need? 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