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Documents required: Farm Equipment Loan needs Balance Sheet (2025) and Tax Return.

Balance sheet due: Operating Line - Smith Farms is ready for annual review.

Your balance sheet history has been archived and is ready for review.

Kathryn's Balance Sheets

Balance Sheets: review your related accounts, current status, and next steps.

Accounts and status overview

Use this compact view to see which accounts need a balance sheet now, which drafts are still open, and which filings were recently submitted.

Due now
1
In progress
2
Last submitted
Feb 11, 2025
Info requested
0
Operating Line - Smith Farms (ending 3000)
Relationship: Primary operating account
Balance sheet date: 12/31/2025
Due now
600 Acre Loan
Relationship: Linked loan account
Balance sheet date: 12/31/2025
In progress
Equipment Loan
Relationship: Loan tied to document requests
Last submitted: Feb 11, 2025
Land Mortgage
Relationship: Real-estate lending account
Last submitted: Feb 04, 2025
No action needed

Balance sheet activity

Review in-progress and submitted balance sheets, filter by account, then Edit, View, or Copy to continue. Use print/delete icons as needed, or Create Balance Sheet to start new or copy from a prior filing.

Create Balance Sheet
Status Key: In Progress Submitted