Profit and loss statement

It is free to fill in online, needs no account, and downloads as a Word document or a PDF. See all Finance and accounting templates

• Business name

  For example: Casa Verde Trading Ltd

• Period covered

  For example: 1 January to 30 September 2026

• Last period, for comparison (optional)optional

  For example: 1 January to 30 September 2025

• Currencyoptional

  Pick one and every amount is written as money in it. Leave it empty to show plain numbers.

• How the figures are counted (optional)optional

  Cash basis counts money when it moves. Accrual basis counts income and costs when they are earned or owed.

• Prepared by

  For example: Lucía Herrera, accountant

• Sales and other income

  One row for each kind of income. Leave Last period empty if you have no figure.

  For example: Product sales | 412000 | 365000 Delivery charges | 18500 | 14000 Other income | 2500 | 1000

• Cost of sales

  What it directly cost to make or buy what you sold: goods, materials, direct labour, shipping.

  For example: Goods and materials | 196000 | 178000 Direct wages | 42000 | 38000 Shipping | 15500 | 12000

• Running costs

  The costs of running the business: wages, rent, marketing, software, insurance, depreciation.

  For example: Wages and salaries | 68000 | 61000 Rent and utilities | 24000 | 23000 Marketing | 12500 | 9000 Insurance and fees | 6000 | 5500 Depreciation | 5000 | 5000

• Interest and tax

  Interest paid on loans, less interest received, and tax on the profit.

  For example: Loan interest | 3500 | 4000 Income tax | 7500 | 5500

• Gross profitoptional

• Operating profitoptional

• Net profitoptional

• Net profit last periodoptional

• Notes on the figures (optional)optional

  For example: Sales rose 13 percent after the second shop opened in March. Rent includes one month of double payment during the move.

1. 11. Sales and other income
2. 22. Cost of sales
3. 33. Running costs
4. 44. Interest and tax
5. 55. Result
6. 66. Notes
7. 7Approval

1. 01

   Fill in

   Type your details in the form. The document fills itself in as you type; click any gap to jump to its field.

2. 02

   Check

   Read it through. Gaps you have not filled stay marked, so nothing goes out half done.

3. 03

   Download

   Save it as a Word document to edit further, or as a PDF to send or print.

What details does this template ask for?

The form asks for 15 details, starting with Business name, Period covered, Prepared by, Sales and other income, Cost of sales. 8 more are optional.

Can I download this template as Word or PDF?

Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account.

Is what I type sent anywhere?

No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat.

What should I check before I use this template?

This is a management statement for owners, lenders and partners. Official accounts and tax returns must follow the rules where the business is registered, and an accountant can check that. All the totals and profits are worked out from the figures you enter.

Are these finance templates free?

Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price.

Do these templates include tax rules?

No. Tax and invoicing rules differ by country. Each template has fields for amounts and references, and you add the tax details your local rules require.

Can I use them with my accounting software?

Yes. They are plain documents. Download the Word version, or copy the figures into your software.

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