Although each loan scenario is different, most SBA loan programs will require the following documentation:  Tax Information Authorization (IRS Form 4506T) for the applicant, principals, and affiliates; Complete copies of the most recent Federal Income Tax Return Schedule of Liabilities (SBA Form 2202); Personal Financial Statement (SBA Form 413); Profit and loss statements; Monthly cash-flow projections based on obtaining the loan; Monthly sales figures (SBA Form 1368); If you are a sole proprietor, you may need to include SBA Form 5C; A thorough business plan; Specific details on how the loan would be used; Company management profile & outlook.