Is an electronic signature valid?

Yes. Electronic signatures are legally valid under federal ESIGN and state e-signature laws provided the intent to sign, consent to transact electronically, attribution to the signer, and record retention are demonstrable.

What supporting documents should I include?

Attach reconciliations, tax returns, bank statements, or auditor/CPA summaries that directly support the stated revenue amount to reduce follow-up and speed acceptance.

Who must sign the letter?

An authorized representative such as an owner, CEO, controller, or CPA should sign. The signer should be able to verify the figures and produce supporting documentation if requested.

When is notarization required?

Notarization is not universally required; some recipients or state rules may request notarized attestations. Check recipient instructions and state requirements before obtaining a notary.

How do I correct an error after signing?

Create a signed amendment or a new letter referencing the original, explaining the correction, and have an authorized signer execute the revised document with dated signature.

How long should I keep copies?

Retain the signed letter and supporting records for at least three years, longer if industry rules apply; healthcare records require six years under HIPAA and some states require longer retention.

Electronic Signature
Templates
Miscellaneous
Business Revenue Letter

Business Revenue Letter

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

BUSINESS REVENUE LETTER

Parties

Business Name:

Business Address

Recipient Name:

Recipient Address

Recitals

WHEREAS, Business Name is engaged in the operation of its business and maintains financial records and revenue accounts reflecting gross and net receipts from operations for defined reporting periods; and

WHEREAS, Recipient requires written verification of Business Name's revenue for the purpose of underwriting, lease, financing, licensing, or related commercial evaluation; and

WHEREAS, Business Name agrees to provide a certified statement of revenues and to perform certain services and payment arrangements described in this Business Revenue Letter, subject to the terms and conditions set forth below.

Scope of Work

Description of Services and Basis for Revenue

The services described above constitute the primary activities from which the reported revenues were derived. Business Name shall maintain adequate books and records supporting the revenue figures certified herein and shall make such records available to Recipient upon reasonable written request for verification purposes only.

Revenue Certification

Reporting Period Start: End:

Gross Revenue for Period: $ Net Revenue for Period: $

Revenue Breakdown / Basis of Calculation

Business Name certifies that the figures reported above are true, accurate, and prepared in accordance with the business's regular accounting practices. The undersigned acknowledges that the Recipient will rely on this certification in evaluating credit, lease or other commercial decisions.

Payment Terms

Payment Amount (if applicable): $

Payment Schedule and Method

Late Fee: — Late fees shall be assessed on any overdue balance not paid within the time specified above and calculated on the outstanding principal balance until paid in full.

Term and Termination

Effective Date: Termination Date:

Either party may terminate this Business Revenue Letter for cause upon written notice to the other party in the event of a material breach that remains uncured for days following receipt of written notice specifying the breach. Termination shall not relieve either party of obligations incurred prior to the effective date of termination.

Confidentiality

Each party agrees that all non-public financial information, revenue figures, pricing, customer lists, and other proprietary information disclosed under this Business Revenue Letter (collectively, "Confidential Information") shall be held in strict confidence and used solely for the purposes set forth herein. Confidential Information shall not be disclosed to third parties except (i) with the prior written consent of the disclosing party, (ii) to the receiving party's accountants, legal advisors or lenders on a need-to-know basis provided they are bound by confidentiality obligations at least as protective as this clause, or (iii) as required by applicable law, provided the disclosing party is given prompt notice to seek protective relief.

Records and Audit

Business Name shall retain books, records, invoices and other documents supporting the revenue figures certified herein for a period of not less than three years from the date of this certification. Recipient may, upon reasonable prior written notice and during normal business hours, audit those records for the purpose of verifying the accuracy of the certified revenues.

Governing Law

This Business Revenue Letter shall be governed by and construed in accordance with the laws of the state of without regard to principles of conflicts of law. The parties submit to the exclusive jurisdiction of the state and federal courts located in that state for resolution of any disputes arising under this agreement.

Entire Agreement

This document constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous oral or written agreements, understandings, negotiations and communications. Any amendment or modification of this Business Revenue Letter must be in writing and signed by authorized representatives of both parties.

Certifications and Representations

The undersigned representative of Business Name hereby certifies that he or she is duly authorized to execute this Business Revenue Letter on behalf of Business Name and that the revenue figures and statements contained herein are true, complete and accurate to the best of the signatory's knowledge. The signatory understands that Recipient will rely upon this certification in making business or credit decisions.

Business (Print Name):

By:

Date:

Recipient (Print Name):

By:

Date:

What a Business Revenue Letter Is and When It Matters

A Business Revenue Letter is a formal written statement used to summarize or verify a company's revenue for a specified period. Common recipients include lenders, investors, lessors, insurers, and internal finance teams; the letter typically states gross or net revenue, the reporting period, the basis of accounting, and the preparer’s contact details. It may be supported by financial statements, tax returns, or payroll reports. The document can be delivered on company letterhead, signed by an authorized representative, and—when permitted—executed electronically with an audit trail for verification.

Why a Clear Business Revenue Letter Helps Transactions

A concise, accurate revenue letter speeds underwriting, clarifies financial standing for counterparties, and provides documentary proof for lending, leasing, or insurance processes.

Who Commonly Prepares and Relies on This Letter

Typical preparers and recipients vary by purpose: internal finance teams, small business owners, CPAs, bankers, and leasing agents all use revenue letters to confirm company receipts or revenue streams.

Small business owners and founders who need to verify revenue for loan applications or vendor credit.
Accountants and bookkeepers preparing revenue summaries tied to tax filings or management reports.
Lenders, lessors, and investors who require a concise statement of revenue to assess creditworthiness.

Tailor the content and supporting attachments to the recipient’s requirements and the intended use, and ensure an authorized signer signs or electronically executes the letter.

Representative Signers and Preparers

Owner / CEO

A business owner or chief executive frequently prepares or certifies the revenue statement when external parties need an executive-level attestation. This signer must be authorized to represent the company and able to provide supporting documents on request; accuracy and consistency with tax and accounting records are essential to avoid disputes.

Controller / CPA

A controller, CFO, or external CPA often prepares more detailed revenue letters that reference financial statements and accounting methods. When a CPA signs, recipients may treat the statement as a higher-assurance document; maintain reconciliations and source schedules to substantiate the figures provided.

Stepwise Completion Process for a Reliable Revenue Letter

Follow these discrete steps to prepare a defensible and verifiable revenue statement.

01

Gather Records: Collect tax returns, bank statements, and accounting reports to support figures.
02

Draft Letter: State period, revenue amount, basis of accounting, and preparer contact details.
03

Attach Support: Include reconciliations or summaries that match the letter’s figures.
04

Authorize and Sign: Have an authorized representative sign physically or electronically with audit data.

How to Set Up an Online Completion Workflow

Configure the digital workflow to collect the required fields, attachments, and signature evidence before sending to the recipient.

Field	Configuration
Company Name	Required text field with validation for length
Revenue Amount	Numeric field with currency formatting and comma separators
Supporting Attachment	Required PDF upload field; maximum file size configured per platform
Signer Authentication	Email + optional SMS code or ID check before signature

Distribution and Technical Considerations for eSubmission

Choose a delivery method that preserves the signed record and provides an audit trail for attribution and retention.

Email Delivery: Send signed PDF to recipient inbox with certificate attached
Secure Link: Provide an expiring download link with access controls
Integrated Systems: Use CRM or ERP integrations for automatic document storage

Ensure recipients can verify signatures and attachments; retain copies in a secure document management system for the required retention period.

Typical eSigning Flow for a Business Revenue Letter

A standard online signing sequence reduces friction and preserves an evidentiary trail for the recipient.

Upload Document: Sender uploads the letter draft and attachments
Place Fields: Add signature, date, and text fields where needed
Invite Signer: Enter signer email or generate signing link
Complete Signing: Signer authenticates and signs; system records audit data

Essential Elements to Include in a Professional Revenue Letter

Populate the document with the six elements below to ensure completeness, traceability, and acceptability to external reviewers.

Letterhead

Use official company letterhead or a clearly identified company document template so recipients can immediately verify the origin and authority of the statement.

Clear Period

Specify the exact start and end dates for the revenue reported so reviewers can reconcile to accounting periods and tax filings without ambiguity.

Revenue Definition

Define whether the figure is gross revenue, net sales, or adjusted revenue and note any inclusions or exclusions to avoid misinterpretation.

Supporting Schedules

Attach reconciliations, trial balances, or bank statements that demonstrate how the stated revenue was calculated and reconciled to primary records.

Authorization

Include the printed name, title, and signature of an authorized officer; if a CPA or controller signs, identify professional credentials where appropriate.

Contact Details

Provide a phone number and email for follow-up questions and specify how long the preparer can be contacted for verification purposes.

Security and Compliance Considerations for Electronic Revenue Letters

In-Transit Encryption: TLS 1.2/1.3

At-Rest Encryption: AES-256

Audit Trail: Timestamps, IP, and action log

Certifications: SOC 2 Type II and ISO 27001

HIPAA Support: BAA available when PHI present

Access Controls: Role-based permissions and SSO

Key Risks and Potential Consequences of Errors

Misstated Revenue: Breach of contract risk

Tax Mismatch: IRS inquiries or adjustment

Missing Signature: Document deemed invalid

Intentional Misreporting: Fraud charges and civil liability

Delayed Response: Loan or underwriting denial

Inadequate Records: Difficulty supporting audits

Common Preparation Errors to Avoid

Reporting inconsistent figures compared with tax returns or bank statements; reconcile and explain any differences before sending to recipients.
Using ambiguous revenue terminology such as 'income' without defining gross versus net and the accounting basis used for calculation.
Failing to attach supporting schedules or bank confirmations that substantiate the figure; recipients frequently request immediate documentation.
Omitting an authorized signature or using initials where a full signature and printed name with title are required for verification.

Timing Considerations and When to Deliver the Letter

Deadlines depend on the recipient’s process; prioritize earlier delivery when tied to funding, insurance binding, or contract execution.

On Request:

Provide upon formal request or as specified in application materials

Loan Closing:

Deliver before funding or escrow closing date

Lease Execution:

Submit with lease application or prior to lease signing

Insurance Binding:

Supply as part of underwriting documentation before policy issuance

Tax Reconciliation:

Retain copies aligned with tax filing deadlines and audit windows

Comparison: eSignature Vendors for Executing a Business Revenue Letter

Price and capability vary by vendor and plan. The table highlights starting price and a few relevant features; confirm vendor plan details before purchase.

	signNow	DocuSign	Adobe Sign	PandaDoc	HelloSign
Starting Price	$8/user/mo	$15/user/mo	$14/user/mo	$19/user/mo	$15/user/mo
Free Trial	7-day free trial	Varies by vendor	Varies by vendor	Varies by vendor	Varies by vendor
Bulk Send	Yes	Varies by plan	Varies by plan	Varies by plan	Varies by plan
Audit Trail	Yes	Yes	Yes	Yes	Yes
Envelope Cap	No cap	100 envelopes/user/year	Varies	Varies	Varies

Frequently Asked Questions About Business Revenue Letters

Answers to common questions about validity, signatures, supporting evidence, and retention when preparing a revenue letter.

Need help? Contact support

Is an electronic signature valid?
Yes. Electronic signatures are legally valid under federal ESIGN and state e-signature laws provided the intent to sign, consent to transact electronically, attribution to the signer, and record retention are demonstrable.
What supporting documents should I include?
Attach reconciliations, tax returns, bank statements, or auditor/CPA summaries that directly support the stated revenue amount to reduce follow-up and speed acceptance.
Who must sign the letter?
An authorized representative such as an owner, CEO, controller, or CPA should sign. The signer should be able to verify the figures and produce supporting documentation if requested.
When is notarization required?
Notarization is not universally required; some recipients or state rules may request notarized attestations. Check recipient instructions and state requirements before obtaining a notary.
How do I correct an error after signing?
Create a signed amendment or a new letter referencing the original, explaining the correction, and have an authorized signer execute the revised document with dated signature.
How long should I keep copies?
Retain the signed letter and supporting records for at least three years, longer if industry rules apply; healthcare records require six years under HIPAA and some states require longer retention.

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