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Worksheet for:
CA- 600
TAFS Report
e-Pencil
Income Calculator
Rehash
Inventory View
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Customer View
Customer
Zip
Equifax
Experian
TransUnion
FTB
Co-App
BK
ITIN
90 Day FP
Structural
Co-Applicant Name
Zip
Co-app Equifax
Co-app Exper
Co-app TU
Sales Price
Rebate
Trade Value
Trade ACV
Trade Payoff
Vehicle Type
Auto Gas
Auto Diesel
Auto Hybrid
Auto Electric
AWD
CPO
Highline
Tax
Tag & Title
Doc Fee
ELT Fee
Frontend Adds
JD Power W/S
JD Power Retail
Blue Book® Lending
Blue Book® Retail
Black Book W/S
Black Book Retail
VSC
Maintenance
GAP
Bus Loan
Bus Loan w/ Guarantor
Term
Cash Down
Include Tax in Payment
Determine the Three C's
Credit Score
Primary
Co-Applicant
Primary Applicant Credit
Equifax
Experian
TransUnion
Trade Lines
First File Date
Bankruptcy?
None
Open
Dismissed
Discharged
Date
ID Type
Driver License
Temp Driver License
No Driver License
SS Type
Valid Social
No Social
ITIN
Work Only Social
Open Auto Not Trading
Recent Chargeoff Auto?
Chargeoff Date
Past Due Child Support?
Co-Applicant Credit
TransUnion
EquifaxScore
ExperianScore
Trade Lines
First File Date
Bankruptcy?
None
Open
Dismissed
Discharged
Date
ID Type
Driver License
Temp Driver License
No Driver License
SS Type
Valid Social
No Social
ITIN
Work Only Social
Recent Chargeoff Auto?
Chargeoff Date
Past Due Child Support?
Capacity
Primary
Co-Applicant
Primary Applicant Capacity
Employment
W2 Employee
Self Employed/1099
Primary Income
Proof of Income
Paystub
Job Letter
Handwritten Check
Personal Bank Statements
Business Bank Statements
2 Yrs Tax Returns (take income after expenses)
Cash
Additional Income
Additional Income Proof
W2 Income
1099 Self Employed
Household Income
Business/Personal Bank Statements
Cash
Retirement Income
* Don't gross up
Retirement Income Type
Social Security
Disability
Annuity
Rent/Mortgage
Other Obligations
* Subtract trade
Co-Applicant Capacity
Employment
W2 Employee
Self Employed/1099
Do they live together?
Income
Proof of Income
Paystub
Job Letter
Handwritten Check
Personal Bank Statements
Business Bank Statements
2 Yrs Tax Returns (take income after expenses)
Cash
Additional Income
Additional Income Proof
W2 Income
1099 Self Employed
Household Income
Business/Personal Bank Statements
Cash
Retirement Income
* Don't gross up
Retirement Income Type
Social Security
Disability
Annuity
Rent/Mortgage
Other Obligations
* Subtract trade
DTI
PTI
Collateral
JD Power Trade
JD Power Retail
Blue Book® Lending
Blue Book® Retail
Black Book Trade
Black Book Retail
Structural Damage?
No
CARFAX and AutoCheck Damage
CARFAX Only
AutoCheck Only
Branded, Lemon, TMU, or Manufacture Buy Back?
Yes - Lemon, BuyBack, etc
No - Everything Ok
2016 BMW 328i xDrive
Stock # T12332 • 59,118 miles
VIN WBA8E3G50GNU38776
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Stock Number
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First Name
Last Name
Phone
Email
Income Calculator
Calculate Using a YTD Gross Figure
Period Ending Date
Month
Day
Year
2025
current gross YTD figure?
Monthly Income
Calculate Using an Hourly Rate
Hourly Rate?
Hours per week?
Monthly Income
Calculate if they've Been at Their Job Less Than a Year
Date of Hire
Month
Day
Year
Period Ending Date
Month
Day
Year
current gross YTD figure?
Monthly Income
Calculate Using a Semi-monthly Check
Gross income on paycheck?
Monthly Income
Calculate Using a Bi-Weekly Check
Gross income on paycheck?
Monthly Income
Credit App Fields
Primary Applicant
*All fields must be answered
First Name
Last Name
Date of Birth
Residential Address
(No PO Box)
City
State
ALABAMA
ALASKA
ARIZONA
ARKANSAS
CALIFORNIA
COLORADO
CONNECTICUT
DELAWARE
DISTRICT OF COLUMBIA
FLORIDA
GEORGIA
HAWAII
IDAHO
ILLINOIS
INDIANA
IOWA
KANSAS
KENTUCKY
LOUISIANA
MAINE
MARYLAND
MASSACHUSETTS
MICHIGAN
MINNESOTA
MISSISSIPPI
MISSOURI
MONTANA
NEBRASKA
NEVADA
NEW HAMPSHIRE
NEW JERSEY
NEW MEXICO
NEW YORK
NORTH CAROLINA
NORTH DAKOTA
OHIO
OKLAHOMA
OREGON
PENNSYLVANIA
RHODE ISLAND
SOUTH CAROLINA
SOUTH DAKOTA
TENNESSEE
TEXAS
UTAH
VERMONT
VIRGINIA
WASHINGTON
WEST VIRGINIA
WISCONSIN
WYOMING
Zip
Years at Address
Months at Address
Residency
Mortgage
Own Outright
Rent
Family
Other
Monthly Expense
Cell Phone
Social Security Number
Previous Address
Residential Address
(No PO Box)
City
State
ALABAMA
ALASKA
ARIZONA
ARKANSAS
CALIFORNIA
COLORADO
CONNECTICUT
DELAWARE
DISTRICT OF COLUMBIA
FLORIDA
GEORGIA
HAWAII
IDAHO
ILLINOIS
INDIANA
IOWA
KANSAS
KENTUCKY
LOUISIANA
MAINE
MARYLAND
MASSACHUSETTS
MICHIGAN
MINNESOTA
MISSISSIPPI
MISSOURI
MONTANA
NEBRASKA
NEVADA
NEW HAMPSHIRE
NEW JERSEY
NEW MEXICO
NEW YORK
NORTH CAROLINA
NORTH DAKOTA
OHIO
OKLAHOMA
OREGON
PENNSYLVANIA
RHODE ISLAND
SOUTH CAROLINA
SOUTH DAKOTA
TENNESSEE
TEXAS
UTAH
VERMONT
VIRGINIA
WASHINGTON
WEST VIRGINIA
WISCONSIN
WYOMING
Zip
Years at Address
Months at Address
Primary Employment Information
Employer
Occupation
Employment Start Date
Monthly Gross Salary (pre tax)
Employment
Full Time
Part Time
Self-Employed
Retired
Seasonal
Military
Contract
Temporary
Not Applicable
Work Phone
Primary Previous Employment Information
Employer
Occupation
Employment Start Date
Employment Start Date
Employment
Full Time
Part Time
Self-Employed
Retired
Seasonal
Military
Contract
Temporary
Not Applicable
Work Phone