
How many years’ worth of financial statements am I required to submit?
OMIF - Technical
Financial statements for the most recently completed fiscal year and the previous fiscal year, for a total of two sets of financial statements are required. Financial statements must be current and dated within six months of the applicant’s fiscal year-end.
For example, for the September 14, 2023 deadline, if the applicant’s fiscal year-end is prior to and including February 28, 2023, then financial statements for 2023 or 2022 (most recently completed fiscal year) and 2022 or 2021 (previously completed fiscal year) are required upon application submission. For the October 19 & October 26, 2023 deadlines, if the applicant’s fiscal year-end is prior to and including March 31, 2023, then financial statements for 2023 or 2022 (most recently completed fiscal year) and 2022 or 2021 (previously completed fiscal year) are required upon application submission.