Types of Business Documents

Business documents range from a short email message to a compound legitimate contract that may be drafted by experts from outside the company for instance attorneys and accountants or may be written within by employees and business owners.

last updated Monday, April 1, 2024
#Policy and Procedure #Business Reports

John Burson     Subscribe
Types of Business Documents


A company may use the document to communicate, analyze its productivity, or even do a business transaction with its clients. All documents must be well-written because they offer evidence of the company’s transactions.

Business Emails

Business letters are letters used to communicate with individuals from outside of the office. Receivers may be clientele, service providers, skilled business consultants, job interviewees, and partners in other companies. The business letter is always formatted in the block style with all the letters aligned in the left border. The sender includes name, contact info, and job title at the bottom of the letter.

Emails and Memos

Information can be passed from one worker to the other using an E-mail. Notes were used for communication within the office before Email became dominant. Both an E-mail and memo pinpoint the sender and recipient and contain a topic line. Letters are formatted in paragraphs.

Business Reports

Business reports transfer information in a format that is longer than an e-mail and is usually official. Business reports cover several subjects, for instance, sales statistics, safety acquiescence, economic data, viability studies and survey results. These may consist of diagrams, statistics, images, and case studies. Some of these reports are published for the advantage of the financiers.

Financial Documents

A company will need a financial document to prepare its budget, stay within it, and file tax returns. These documents include payroll reports, pay bills, bank statements, balance sheets, and tax reporting forms, all of which are prepared by the company's accountant. A business owner usually uses these documents to govern a company's fiscal achievement and identify unproductive areas.

Transactional Documents

These documents are used to do business with clients. The type of paper used depends on the kind of business. The documents may be formatted as an order form, transmittal page, receipt, or invoice. In some areas, companies enter into contracts and agreements with others. The company's lawyer can draft the transactional documents.


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