How to make a business card for an individual entrepreneur - sample design


What is the card for?

The role of the card is quite simple and clear: it is created so that bank employees have a clear idea of ​​what the original signature of the current account owner or his representative should look like, as well as the seal of the company.

Banks are organizations that work with clients’ financial funds and it is very important for them to take all possible precautions when accepting, issuing or transferring them.

That is why special requirements are imposed on the signature and seal: they must exactly match those indicated on the card with samples of signatures and seal impressions, and be clear and legible.

Otherwise, the credit institution specialist will ask the client to sign or stamp the form again, and if the signature again does not perfectly match the one indicated on the card, he may refuse to provide the requested service.

Essence and purpose

After receiving an enterprise card from a future partner, the company enters all the information from it into its database, and then indicates it in invoices, invoices, contracts and other documents drawn up in the process of joint work. Therefore, all information must be reliable. And this:

  • address data;
  • information about the direction of activity;
  • financial condition;
  • information about registration with the Federal Tax Service;
  • about the head of the company and contact person;
  • payment and contact details.

It is advisable to present your company’s card to all organizations with which business relationships are being built. For example, a seller of goods takes from it the buyer's accounting data in order to enter them into the invoice and invoice. The buyer also needs information about the seller, but to fill out other documents - certificates of completed work or contracts.

The company card is provided to the business partner once - at the very beginning of cooperation. But if the details specified in it change, the organization must send a notification to all business partners so that they make changes to their database. You can send them a new comment card or notify them personally.

https://youtu.be/6LmEEabBLo0

Is it necessary to put a stamp?

The use of seals and stamps was previously a mandatory condition for the work of legal entities in the Russian Federation. With the help of stamps, enterprises and organizations were required to endorse all their main documents, including those submitted to various government agencies and banking institutions.

As for individual entrepreneurs, they always had the right to choose whether to use seals and stamps in their work or refuse them. If a decision was made in favor, the seal had to be registered in a certain order.

To date, the provisions of the law regarding individual entrepreneurs have not changed much.

And legal entities (i.e. enterprises and organizations with the status of LLC, OJSC, CJSC) since 2020, at the legislative level, are exempt from the requirement to use various stamps and cliches in their work.

In other words, the obligation to use them arises only in cases where this is stipulated in the internal regulations of the company.

Document structure: required details

There is no single template for a business card. Companies develop the structure and format of paper independently. It is allowed to use company letterheads to issue a company card.

Make a card in any form. But take into account the requirements for mandatory details. Please include the following information on your detailed business card:

  1. Full and abbreviated name of the economic entity. Indicate the abbreviation if it is provided for in the constituent documentation.
  2. OGRN - for a legal entity, and OGRNIP - for a businessman.
  3. Taxpayer Identification Number (TIN) must be indicated by both the individual entrepreneur and the legal entity. CPT is prescribed only by organizations.
  4. Charter, regulations or other regulations on the basis of which an economic entity operates.
  5. Main activities of the enterprise and OKVED codes.
  6. Information about the applied taxation system. If a company combines several modes, then it is recommended to indicate the SNO for each type of OKVED. This may be fundamentally important for future partners.
  7. FULL NAME. and the position of the head of the company or full name. private businessman.
  8. Legal, actual and postal addresses.
  9. Contact details for communication. Indicate phone, fax, email, and messenger numbers (if available).
  10. Bank details for payments. Decipher the information:
  • name of the bank or other financial institution in which the company’s current account is opened;
  • BIC of a banking organization and correspondent account;
  • current account, if necessary, indicate a personal account (relevant for public sector employees).

Unified or free form

To date, there is no single, mandatory sample card.

Banks, as well as other organizations that use the card in their activities, can use templates developed within the institution or use form No. 0401026 . The form is convenient because it contains all the necessary points and parameters; you don’t need to rack your brains about creating your own form.

However, if the bank considers it insufficiently informative (for example, it requires a TIN, KPP, OKPO, OKVED codes, etc.), it can take the path of creating a card independently.

Why does an individual entrepreneur need a partner card?

The partner card is used to organize effective cooperation and interaction between several entrepreneurs, in other words, the partner card is useful when organizing a partnership. The partner card allows members of a partnership association to quickly and efficiently exchange useful information about each other, which can be used in the process of work or to verify the integrity of the counterparty.

The law does not allow the formation of a partnership between individual entrepreneurs directly, as would be possible, for example, in the case of an LLC. To get out of this situation, entrepreneurs enter into a simple partnership agreement among themselves and issue a partner card.

This card, if necessary, can be used in any other cases:

  • An enterprise may also have a database of customer cards, in which the details of potential and existing customers will be stored in a convenient format.
  • When establishing interaction with another company as a contractor or client, you can exchange partner cards or receive from the customer the same card with details, in this case called a client card.

Many enterprises prefer to develop their own customer card format, and use modern technologies to obtain the necessary information about the future buyer. For example, on the websites of many companies today you can find forms for automatically creating customer cards, by filling which the buyer immediately provides the businessman with all the information about himself necessary for further cooperation.

The client card can be filled out online

Design rules

The card can be filled out on a computer (if the bank is ready to provide it in electronic format) or by hand with a blue, purple or black ballpoint pen (but in no case with a pencil).

The signature must only be original; the use of a facsimile signature (i.e. printed in any way) is strictly prohibited. Also, blots, inaccuracies and any corrections are unacceptable.

If a mistake was made when filling out the card, the damaged form should be destroyed and a new one filled out. Each bank sets the number of required copies of the card at its own discretion.

An important condition: either a bank representative or a notary must be present when signing.

Benefits of using partner cards

A partner card allows businessmen to quickly exchange information about each other in a standardized form, and if used correctly, it can also act as a kind of additional advertising material that will allow the company to stand out among other similar messages about details. The use of partner cards also helps to systematize information about counterparties and store it in an easy-to-use form.

The author of this material was lucky to work along his life’s journey with many professionals in his field. One of these professionals worked as a chief accountant in one of the companies at the same time as the author. Thanks to the efforts of this person, the company now has its own database of counterparties, created on the basis of customer and partner cards once received. In addition to basic information about each client, contractor, or business partner, the database also contained useful information about other characteristics of these companies. For example, from this database one could learn about the birthdays of organizational leaders, the specifics of orders placed, the specifics of the work of client departments, and so on.

Video: creating an enterprise card in the 1C accounting program

In the practice of individual entrepreneurs, there are often situations that, to successfully resolve them, require cooperation with other businessmen. Such situations may include, for example, marketing wars or the struggle for markets with competitors. Such cooperation can also be useful for individual entrepreneurs when organizing advertising activities through barter and under other circumstances. Whatever task businessmen face, partner cards will help ensure comfortable and effective interaction between partners.

Filling sample: front side

On the first page of the card:

  1. In the “Account Owner” field, you should write the full name of the company (with a deciphered organizational and legal status) or the surname, first name and patronymic of the individual entrepreneur opening the current account with the bank (this data must fully correspond to the constituent papers of the company).
  2. Next, indicate the address (location of the enterprise or place of residence of the individual entrepreneur), as well as the current telephone number for contact.
  3. Then write the name of the banking institution.

There is no need to write anything on the right side - the bank specialist will put his marks here.

Sample company card for LLC: free download

An enterprise card for an LLC is drawn up on an A4 sheet and may contain the following information:

  1. Company logo or emblem, if available.
  2. Company name: full and abbreviated. If there is a name in a foreign language, it must be indicated.
  3. Personal data of management personnel. It is necessary to indicate the full name of the head of the enterprise, the chief accountant, along with the documents on the basis of which these persons exercise their powers. If cooperation is planned on behalf of another person, it is necessary to register the details of the power of attorney.
  4. Registration details of the company, namely:
      TIN;
  5. OGRN;
  6. Checkpoint.
  7. Enterprise address. It is necessary to indicate the address of the location of the enterprise, as well as a postal address, if available.
  8. Contact information: telephone, fax, e-mail.
  9. Bank details. It is necessary to indicate the name of the bank, its correspondent account, the current account of the enterprise, as well as the BIC of the bank.
  10. It is permissible to enter information about the main activities of the LLC, as well as the time spent on the industry market.
  11. Other information necessary to assess the solvency of the enterprise.

At the discretion of the LLC manager, it is possible to enter other information into the enterprise card.

cards can be found by following the link: Client card - sample for LLC .

The company card contains basic information about bank details, contact information and the composition of the company’s management. In addition, it is permissible to indicate types of activities and other information at the discretion of management.

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Filling sample: reverse side

On the second page of the card:

  1. First you need to indicate the abbreviated name of the company or, again, the full name of the individual entrepreneur, as well as the bank account number.
  2. Then, in the selected table, in the appropriate lines, representatives of the organization put handwritten signatures opposite their full names, and on the right, if necessary, the term of their powers is indicated.
  3. Below you should put a seal impression (if the individual entrepreneur or organization uses it).
  4. After this, the date of completion and the signature of the client (i.e. individual entrepreneur, owner of the company or his representative) are entered.
  5. Below is a space reserved for the notary's resolution on the authenticity of the submitted signatures (to be completed at the request of the bank, for example, in cases where the form was not filled out in the presence of a banking specialist).

Information for the document

The company card is actually the business card of the organization, so you should pay attention to filling it out correctly, as this will enable your future partners to form the right opinion about your organization.

On what basis is the company card filled out?

The main documents required to fill out an enterprise card are the constituent documents of the organization. According to Art. 52 of the Civil Code of the Russian Federation, these include documents on the basis and on which the organization carries out its activities, these are:

  • charter;
  • memorandum of association;
  • certificate of registration of a legal entity;
  • tax registration certificate.

The last two points are not mandatory, but they confirm the law-abiding nature of the enterprise and its registration with government agencies.

Constituent documents must contain the following information:

  • name of the legal entity;
  • the activity it carries out;
  • the location of its head office;
  • management order.

How to fill out a business card and what to pay attention to

The enterprise card is the face of the organization and provides counterparties with preliminary information about the organization’s activities and the possible scope of services it provides. It must contain the following information:

  • full and abbreviated name of the organization;
  • legal address of its location;
  • official website address;
  • contact numbers and waxing numbers;
  • Bank details;
  • logo, advertising image or trademark of a legal entity. Required to view existing advertising campaigns and videos. This will allow the potential client to become more familiar with the organization’s activities;
  • the time during which the company operates. This can also significantly increase the chances of receiving a contract and will make it possible to assess the solidity of the enterprise if it has been on the market for several years;
  • the nature of the services provided, the type of activity or the goods produced. Specify the industry in which you operate;
  • other data that will help your future partner form a positive opinion about you. This can be a partnership with well-known companies or well-known individuals, or persons well-known in their field of activity who manage your company. Charitable events carried out by the company, or something else positioning it in a positive light.

A standard sample of filling out the card can be found on our website.

Therefore, the filling and appearance of the card depend only on your desire, but it is most convenient to use a table, in this form all the most significant data is immediately visible.

All data must correspond to the data specified in the constituent documents of the organization. If there is a complete change or change in the name, logo, legal address or some other identification parameter of the enterprise, all changes are duplicated on its card.

Pay attention to the correct filling of bank details, because based on the data you provide, client accounting documents will be drawn up: invoices, invoices, payment orders, etc.

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