A customer card is not a prerequisite for conducting business, but many organizations and entrepreneurs still issue it. This is a cross between a business card and a promotional brochure. The presence of such an attribute is not at all necessary, but it enhances the image of a businessman and allows you to transfer to a partner not only contact details, but information regarding economic activities.

When establishing business contacts, a client card may be useful, a sample for an individual entrepreneur can be taken online or developed independently. It is provided to the partner once at the beginning of the relationship, but if changes occur, you need to inform about it additionally, in order to add them to the database.

This attribute makes it possible to obtain information about the partner, which allows you to make the final decision on cooperation.

1. Information about the directions of business, the services and goods offered.
2. The financial position of the company or individual entrepreneur.
3. Information confirming registration with regulatory authorities.
4. Payment details.
5. Contact Information.

Such information is taken from registration documents, for example, an extract from the USRIP.

These are only general sections that the individual entrepreneur card contains, a complete sample has detailed information about the entrepreneur.

Such a card allows you to fill out a cooperation agreement, invoices, acts and other documentation required for business activities.

Individual entrepreneurs are not required to have such a card, the law does not require this, but it raises the status of individual entrepreneurs and simplifies contacts with counterparties.

Many firms and individual entrepreneurs produce or sell the same goods, provide similar services, but each company is different. To focus on its features and advantages, it is worth developing a unique company card.

The information provided is divided into four types:

• advertising;
• official;
• formal;
• informal.

Any type of information is directed to development and profit. This does not apply to official information, they are needed only for document flow and control by government agencies.

Official information is provided to facilitate contacts. It includes the registration data of a businessman: name, address, codes, payment details, contacts. This is exactly the information that will be needed for the formation of documents, such as an agreement, payment order, invoice,certificate of completion, etc.

With the help of informal information, you can focus on the opinions of partners about the company's products, principles of work and achievements. A firm with a good reputation is always in demand and it is easier to conclude new profitable deals. Trust is the key to the success of any enterprise or individual entrepreneur.

There are special requirements for advertising information. It must attract customers and increase the company's profitability. Products and services are offered in the most favorable light, only the merits of cooperation are described.

There are no standard requirements for how an enterprise card should look, a sample for an individual entrepreneur can be downloaded on the Internet, and you can develop your own version using it.

Mandatory information:

• Full name of the entrepreneur and TIN;
• legal and actual address;
• bank details (bank name, current account);
• type of activity according to OKVED;
• contact information: phones, fax, e-mail, website address if available;
• information about the manager, chief accountant, manager or lead manager;
• schedule;
• information about the offered goods or services;
• below is the IP signature and a seal imprint.

For legal entities, more sections are needed, they have their own organizational and legal features that differ from individual entrepreneurs. Additionally indicated:form of ownership, subordination, production industry, company size, capacity. In addition, the addresses of branches or divisions, contact information with the heads of subsidiaries and much more are indicated.

If a legal entity conducts foreign economic activity, then the name must be written in English or the language of potential partners.

The questionnaire indicates the document on the basis of which the economic activity is carried out. For a legal entity, this will be the Charter, and for an individual entrepreneur, an extract from the USRIP.

It is recommended to indicate the achievements of the company or profitable offers that will attract new partners in the form. There are no strict data requirements, so enter any information that positively characterizes the company in the document.

There are no regulated requirements, how the card of an individual entrepreneur should look like a sample can contain any information. If you approach the issue creatively, this document will become a good advertisement for individual entrepreneurs.

Of course, it is easier to provide information in the form of a table on a white sheet. But such a card will be just a formality and will not attract much attention. And if you create a bright template with a picture, photo or company logo, it will add solidity and interest.

How to get attention:

1. If you have your own website, provide a link to visit, write down what information customers can receive. For example, by subscribing to the newsletter, messages about new offers, promotions, sales and changes in the entrepreneur's activities will be sent to the mail.
2. Picture. Any photo or picture related to the direction of your business arouses interest and attracts partners.
3. Trade mark or logo. Such a move lends recognition.
4. Indicate your type of activity not just in the form of a code, but specifically state what the company does and why cooperation will be beneficial.
5. Tell us how many years the company has been on the market, what success it has achieved.

Such information should be stated in a friendly, understandable language without dry official phrases. Design may be at the discretion of the owner.

If you are creating an IP card for the first time, the sample can be downloaded in Word format. Next, fill in your details and arrange as you wish. You can print on a printer, but if you do it in a printing house, the card will look more attractive and presentable.

If you wish, you can use the services of a specialist who will offer examples and develop a layout, taking into account the wishes of the client, send it online to the mail for approval. If necessary, he will make adjustments.

An individual entrepreneur card can become a business card of a company, giving not only contact information, but also useful information for attracting partners.

Use of partner cards

The cards received from partners must be stored so that it is convenient to use, and the information is always at hand. This can be a folder in which a file is assigned for each client, or an alphabetical file cabinet if there are many contractors. Sometimes cards are stored with a contract and copies of the registration documents of suppliers or buyers.

Usually companies and individual entrepreneurs use special accounting software, for example, 1C. In this case, you can organize the information in electronic format, it can be done simply and quickly.

Filling out the partner's questionnaire in 1C:

1. In the "Payments" tab, select the "Contractors" section.
2. Click "Create new" and enter the information received: name, codes, address.
3. The "Bank details" tab will allow you to fix the calculated data for the automatic generation of payment orders.
4. You can download additional useful information in the "Extras" section.

The map in 1C can always be edited or supplemented. So information about your partners will not be lost and will allow you to quickly form any documents: contracts, invoices, acts, cash orders and much more.

The main mission of any commercial organization (company, enterprise, LLC) or a private entrepreneur who has issued an IP is to make a profit. And in accordance with the paradigm of the modern market, the only way to achieve this goal is to interact with contractors, which are government agencies, legal entities and individuals. It goes without saying that the stronger and more friendly the relationship between business partners is, the more fruitful the cooperation will be.

There are many ways to strengthen business relationships, from drafting to hosting cocktail receptions, screenings, and other special occasions. However, any acquaintance begins with mutual representations, and the best way to immediately get complete information about a potential client or partner is to look at his card. What is a company card, how it is drawn up and where you can see a sample - see below.

What is a company card?

A card, or company map, is a relatively free-form table containing information that will help a potential counterparty get an idea of \u200b\u200bthe company.

Important: as follows from the provisions of Article 52 of the Civil Code of the Russian Federation, the card of an enterprise (LLC or individual entrepreneur) does not apply to mandatory documents, and, therefore, its absence will not become a reason for imposing a penalty or suspension of the company's activities, not to mention its forced dissolution. However, at present, when information can be transmitted not only from hand to hand, but also over the Internet, the presence of such a card is a sign of good form. And since it is not difficult to draw up a document (no more difficult than an agreement on cooperation between legal entities), why not do it?

In favor of drawing up a card, an example can also be given from the opposite: in most cases, the conclusion of a cooperation agreement does not take place on the basis of a public offer, and therefore, a counterparty who, based on general practice, has requested an enterprise card and has not received it, has every right to refuse so and not started cooperation.

In addition, having a company card is just convenient. It contains information necessary for the work of the accounting and legal department of the counterparty, as well as, as necessary, further resolution of controversial issues through an appeal to the court.

Advice: it does not hurt to check the accuracy of the information contained in the company card. Even if the counterparty is exceptionally decent, an error may creep into the document (through the fault of the originator or during subsequent revisions). In particular, you can get or check each code in the document on the Internet; there are many ways, and which one to prefer is up to the examiner.

As already mentioned, there is no statutory form of an enterprise card. In theory, it can be composed as desired; the main task is to make the work with the provided information as comfortable as possible for the second party (client or partner). The issuer of the LLC or individual entrepreneur card can act at his own discretion, relying on general practice and following the wishes of his superiors; if necessary, the structure of the document, a sample of which in the form of a Word document can be downloaded from the links given in the following paragraphs, can be easily changed. In addition, there is an opportunity, which is rarely used to this day, to create a card automatically in the 1C: Enterprise program.

Important: although this advice is not legally supported, it is highly recommended that when changing the data of an organization (LLC, company, firm) or individual entrepreneur, send cards with corrected data to all counterparties: this will help in the future to avoid annoying misunderstandings associated with the use of outdated information by business partners.

How to fill out a company card?

The card of an enterprise or individual entrepreneur is usually drawn up in the form of a table on an A4 sheet: this way it will be easier to print it in the future. There is no formal limit on sheet size; but since it is set by default, it doesn't make sense to change it.

In the most general case, a card, it does not matter, LLC or individual entrepreneur, may contain the following information:

1. Logo, emblem or distinctive, recognizable image. They are placed at the very top of the sheet, not in the table. If the logo itself is a trademark, there should be a corresponding icon next to it; if not, it is better not to mislead the counterparty by exposing your reputation to a blow at the initial stage of cooperation.
2. Full official name of the company. Despite the seeming obviousness, this is one of the most important fields in the table; you need to very carefully subtract the entered data, eradicating all the errors that have crept in. Of course, a typo will not become a reason for going to court (and if it does, the plaintiff will not win the case), however, it is unlikely that a respectable entrepreneur would want to deal with an LLC or individual entrepreneur who even cannot “introduce himself” without error.
3. Abbreviated official name of the organization.As well as complete, it must be indicated in the document without errors - exactly as in the statutory documents (without surprises and innovations).
4. The name of the LLC, JSC or individual entrepreneur in a foreign language (if any).This column is primarily necessary if a company or private entrepreneur works with foreign counterparties - it will be much easier for them to obtain ready-made information, rather than trying to translate the Russian name. However, the presence of such a line in any case adds solidity to the organization, and the translation of a few words will not become a serious problem - therefore, a name in another language is recommended in any case, regardless of the company's international ambitions. If the organization is not strictly focused on a specific country or region, international English should be preferred; otherwise, the ideal option would be to combine two languages \u200b\u200b- local and English.
5. Information about the leader.It is not necessary to provide details and describe the biography; it is enough to give the last name, first name and patronymic, optionally - TIN and the name of the document on the basis of which the specified person is empowered (for example, the Charter of the company). In addition to the director, this column may include:
   • chief Accountant;
   • executive director;
   • heads of departments;
   • other authorized persons.
6. LLC or IE address- the one for which the company is registered. In accordance with general practice, in this case, one should start with an index, but if only intra-regional activities are planned, it is sufficient to start the listing (in descending order) with the name of the subject of the Federation.
7. Organization mailing address - actually the one where the offices (buildings, workshops) of the legal entity are located.
8. Telephone and, if available, fax.There is nothing complicated here: it is enough to give the available numbers, not forgetting to indicate the internal Russian codes.
9. E-mail address. In the modern world, almost every enterprise or individual entrepreneur has a virtual mailbox - its address should be entered in this column of the table.
10. Basic codes and numbers according to Russian classifiers.The more detailed information the compiler of the company card provides, the better; usually indicate:
    • OGRN;
    • OKATO;
    • OKPO;
    • OKTMO;
    • OKVED and other codes.
11. Bank details:
    • checking account;
    • correspondent account;
    • the name of the bank or branch;
12. It is highly advisable to tell in a separate field about the main activities of the company and, if any, awards and distinctions.

Advice:before registering an LLC or individual entrepreneur, it will be very good to study - the more impressive the topmost row of the table looks, the better.

Company card - download form

As already mentioned, there is no single form for a business card. Follow the links below to download samples of filling out cards for LLC and IE; they, having previously studied, can be used as forms by entering your information in the appropriate fields.

Sample enterprise card for individual entrepreneurs

Sample company card for LLC

Summing up

The enterprise card allows you to immediately familiarize the counterparty (client or partner) with the mission of the company and provide him with the data necessary for the work of the accounting and legal departments. There is no single legally approved form of the form: the compiler can act at his own discretion, independently developing the structure or using ready-made samples.

The more useful information is provided in the company map, the better. Nevertheless, you should not overload the document: the counterparty can obtain detailed information after preliminary examination by requesting the Charter and other open documents.

In the work of an individual entrepreneur, in addition to the obvious and well-known aspects, there are also some nuances that can make running a business more comfortable for its owner. Among such small tools that make life easier for a businessman are the cards of partners and clients. Unfortunately, not all entrepreneurs yet know what it is, how and for what to use it correctly.

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 the members of the partnership association to quickly and efficiently exchange useful information about each other with each other, which can be used in the course of work or to check the integrity of the counterparty.

The legislation does not allow the formalization of a partnership between individual entrepreneurs directly, as it would be possible, for example, in the case of an LLC. To get out of this situation, entrepreneurs enter into a simple partnership agreement and draw up a partner card.

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

• The company 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 the same card with details from the customer, which in this case is called a client card.

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

Customer card can be completed online

Registration of the IP partner card

Traditionally, the partner card is drawn up in paper form in the form of a table with two columns and several lines. The left column contains the names of the items, and the right column contains the actual information about the IP. The mentioned table traditionally contains the following information:

• the official name of the individual entrepreneur;
• tIN code;
• oGRNIP number;
• oKVED code;
• legal address;
• mailing address;
• registration certificate number;
• current account number;
• name of the bank;
• bank correspondent account;
• oKPO code (all-Russian classifier of enterprises and organizations);
• contact details (phone, fax, e-mail).

It is worth taking care of your partners and the OKVED code should be deciphered and written down the type of activity of the enterprise also in text, since not every partner reading the card will have the opportunity to look into the classifier in search of its decoding. The illustration below shows the design template for the IP partner card.

The IP partner card is filled in with the details of the entrepreneur

If any of the company details have changed, it is necessary to promptly notify the partner organizations about this by sending them a new version of the partner card.

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 an enterprise to stand out among other similar messages about details. The use of partner cards also helps to organize information about counterparties and store it in an easy-to-use form.

The author of this material was lucky in his life to work together with many professionals in their 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 has its own database of counterparties, created on the basis of the cards of customers and partners received once. In addition to basic information about each client, contractor or business partner, the database also contained useful information about other features of these companies. For example, from this database it was possible to find out about the birthdays of the heads of organizations, about the features of the orders being placed, about the specifics of the work of client departments, and so on.

Video: creating an enterprise card in 1C accounting software

In the practice of individual entrepreneurs, situations are often encountered, for the successful resolution of which it is necessary to cooperate efforts with other businessmen. Such situations may include, for example, marketing wars or the struggle for markets with competitors. Such cooperation can be useful for individual entrepreneurs also when organizing advertising activities on barter and under other circumstances. Whatever the challenge facing businessmen, partner cards will help to ensure comfortable and effective interaction between partners.

The company card is actually the business card of the organization, so it is worth paying attention to the correctness of its filling, as this will enable your future partners to form the correct opinion about your organization.

Features of drawing up a contract

Based on which the company card is filled

The main documents required to fill out the company card are the constituent documents of the organization. According to them, the documents on the basis of and which the organization carries out its activities include:

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

The last two points are optional, but they confirm the law-abidingness of the enterprise and its registration in state bodies.

Constituent documents must contain the following information:

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

Important! The company's charter is the main document of the company, and if there are any contradictions between it and other documents of the company, the rules of the charter are always applied.

How to fill out a company card and what to look for

The company card is the face of the organization and provides contractors with preliminary information about the activities of the organization and the possible volumes of services it provides. It must contain the following information:

• full and abbreviated name of the organization;
• the legal address of its location;
• official website address;
• contact phones and wax 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 get acquainted with the activities of the organization in more detail;
• the time during which the company operates. This can also significantly increase the chances of getting a contract and will make it possible to assess the solidity of an enterprise if it has been on the market for several years;
• the nature of the services provided, the type of activity or goods produced. Specify the industry in which you operate;
• other data that will help the future partner to form a positive opinion about you. This can be partnerships with well-known firms or well-known persons, or persons who are well-known in their field of activity, who are managing your company. Charitable actions carried out by the enterprise, or something else positioning it in a positive light.

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

Important! There is no specific form, or restrictions on filling out the card, regulated by law.

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

All data must comply with the data specified in the constituent documents of the organization. In case of a complete change or change of the name, logo, legal address, or some other identification parameter of the enterprise, all changes are duplicated on its card.

When concluding an agreement, the contractors of an individual entrepreneur may ask him to provide them with an individual entrepreneur card. But not everyone knows what it is.

What is a card

In order to better understand what a card of an individual entrepreneur is, let's try to find out where this concept came from at all. At one time, in order to research and forecast the state of the economy of the Russian Federation as a whole and in its regions, the Central Bank of the Russian Federation made a decision to monitor enterprises located in the territory of the Russian Federation.

Organizations engaged in entrepreneurial activity, the selection of which was carried out on the basis of data contained in the Unified State Register of Enterprises and Organizations, became participants in the monitoring on a voluntary basis.

Monitoring was carried out through regular surveys of enterprises using questionnaires designed to obtain information on the dynamics of their economic development, investment activities, sources of financing, and financial situation. Based on the results of the analysis of the information received, an enterprise registration card was drawn up.

Registration card form

So what is an individual entrepreneur card? Someone would call her a business card and would not be wrong. In fact, the card contains information that reflects the requisite part of any contract or settlement document. Previously, the form of the company's accounting card was established by the Central Bank of the Russian Federation and provided for the indication of the following information:

• Company name
• Legal address of the company
• number and date of registration certificate
• Place of state registration
• Mailing address
• Phone and fax
• E-mail address
• Full name of the head of the enterprise
• Full name of the chief accountant
• Enterprise code (in the monitoring system of the Bank of Russia)
• OKONKh code (industry)
• OKDP code (type of main activity)
• OKDP code (type of additional activity)
• OKFS code (form of ownership)
• OKOPF code (organizational and legal form)
• OKATO code (location)
• Enterprise class (large and medium, small)
• Participation in the share capital of a credit institution (name of the credit institution)

Card application

To date, neither the form nor the composition of the card is legally regulated. As a rule, the card includes information necessary for the counterparties of an individual entrepreneur for the execution of contracts and the implementation of settlements.

In modern Russian legislation, there is an indication of the need to present or draw up a card (enterprise, organization, individual entrepreneur), for example, when licensing certain types of activities, certification, customs control, etc. In such cases, the form and composition of the card may be approved by the relevant authorities and suggest the need for additional information.

Some sources indicate the need to provide an individual entrepreneur card, for example, when submitting tax or statistical reports, implying the provision of information about an individual entrepreneur contained in the Unified State Register of Individual Entrepreneurs. Thus, the card is actually a record card for basic information about the individual entrepreneur.

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