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About 3 minutes. Need terms? Apply for credit in the same application. Already have an account? Sign in
Questions? Call 800-215-5541
How to tell
Usually taxable
Usually exempt
Your tax adviser can confirm which exemption applies to you.
What to send us
Tell us what you need. Excel sets the final limit and terms after review.
Used to verify your business.
Anyone who owns more than 25% of the business must be listed, plus any officer who signs for it. Business contact details only.
Who receives and pays your invoices.
Your business bank. The account number is optional and helps us verify the account.
Three suppliers that have extended credit to your business, or upload your own reference sheet.
Or upload a reference sheet
Trade reference sheet
If availableYour own list of suppliers with contact details. Once attached, the reference fields above are optional.
Reference sheet attached. The reference fields are now optional.
Based on your answers. Add what you have now.
Sales tax exemption certificate Form 3372 (opens in a new tab)
NeededSigned, with all four sections completed.
Contractor Eligibility Statement Form 3520 (opens in a new tab)
NeededCompleted by the owner of the exempt project.
Contractor license Look up your license (opens in a new tab)
If availableA copy of your current license.
Business formation document Find your filing (opens in a new tab)
If availableArticles of organization or incorporation, or your partnership agreement.
Assumed name (DBA) certificate Form CSCL/CD-541 (opens in a new tab)
If availableShows the trade name you do business under. Sole proprietors file theirs with the county clerk.
Recent financial statements
If availableYear-end statements help us review larger credit requests.
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