Write off form template 2026

1. Click ‘Get Form’ to open the write off form template in the editor.
2. Begin by entering your Department Name in the designated field. This identifies which department is requesting the write-off.
3. Fill in your Contact Name and Phone Number to ensure that any follow-up questions can be directed appropriately.
4. Input the Account Number for the receivables you wish to write off. This is crucial for tracking and processing your request.
5. List all relevant invoices under 'Listing of Invoices', including Invoice Date, Customer's Name, and Amount owed. Ensure accuracy as this will support your request.
6. Calculate and enter the percentage of write-off based on total accounts receivable billed for the fiscal year, ensuring it does not exceed 10% without additional documentation.
7. Attach any supporting documentation such as invoice copies or collection agency statements using our platform’s upload feature.
8. Finally, secure necessary approvals by obtaining signatures from both the Department Head and FMO before submitting your completed form.

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