Required documents

Please have these documents ready when you want to apply for your business credit card.

Are you an existing NAB Customer?

Yes

How long have you been operating your business?

Less than 12 months

What you need to apply

  • 12 month projected Financial Statement or cash flow projection, no older than 6 months (also known as Business Plan Projections).
  • Most recent personal tax return for sole traders, all business partners and directors.
  • Australian Tax Office (ATO) Online Services Account Summary pdf.
  • ATO Account Transaction pdf for each account listed in the Account Summary noted above.
  • ATO Payment Plan details (if applicable).

More than 12 months

What you need to apply

  • Minimum one quarter Business Activity Statement (BAS) no older than 4 months old; OR
    Minimum one-year historical Financial Statements no older than 18 months old.
  • Australian Tax Office (ATO) Online Services Account Summary pdf.
  • ATO Account Transaction pdf for each account listed in the Account Summary noted above.
  • ATO Payment Plan details (if applicable).

No

How long have you been operating your business?

Less than 12 months

What you need to apply

  • 12 month projected Financial Statement or cash flow projection, no older than 6 months (also known as Business Plan Projections).
  • Most recent personal tax return for sole traders, all business partners and directors.
  • Australian Tax Office (ATO) Online Services Account Summary pdf.
  • ATO Account Transaction pdf for each account listed in the Account Summary noted above.
  • ATO Payment Plan details (if applicable).

More than 12 months

What you need to apply

  • 12 months of historical Financial Statements (no more than 18 months old).
  • Australian Tax Office (ATO) Online Services Account Summary pdf.
  • ATO Account Transaction pdf for each account listed in the Account Summary noted above.
  • ATO Payment Plan details (if applicable).

Ready to apply?

You can apply online by visiting our business credit cards page, speak to your Banker, or request a call back with a business banker to get started.

Help and support Business credit card support

Learn more about how to manage your business credit cards and how to perform everyday tasks as well as troubleshooting guides.

Get in touch

Sales enquiries

Let us help with your business banking needs. Request a call back to chat to a specialist about our range of business and commercial cards.

Contact us

Explore our business banking contact information and get support with a wide range of products, services and topics.

Visit a NAB business banking centre

Let our business banking specialists help you in person.

Terms and Conditions

The information on this page is correct as at November 2025. The documents NAB may require in support of an application may change from time to time and occasionally NAB may contact a customer and request additional information as part of an application.