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Profit & Loss Statement

Track revenue, expenses, and net profit to assess financial health.

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spreadsheet
moderate
low Risk
15 min
Finance

About this Document

Calculate your business's net income with our free Profit & Loss Statement template. This essential financial report helps track revenue and costs over time.

Required Sections

Report Header

Identifies the company and the specific accounting period covered.

Required

Revenue

Lists all income streams from primary business operations and sales.

Required

Cost of Goods Sold (COGS)

Direct costs attributable to the production of the goods sold.

Required

Gross Profit

The profit a company makes after deducting the costs associated with making and selling its products.

Required

Operating Expenses

Lists day-to-day costs required to run the business, such as rent and salaries.

Required

Operating Income

Profit realized from business operations after deducting operating expenses.

Required

Net Income

The total profit or loss of the business after all revenue and expenses.

Required

Optional Sections

Other Income and Expenses

Covers non-operational activities like interest paid or investment income.

Optional

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This document is for informational purposes and serves as a general guide.

Last reviewed: July 24, 2026