FREE 23+ Sample Profit and Loss Templates in Google Docs | Excel | Apple Numbers | PDF | MS Word (2024)

A profit and loss template is used to craft a profit and loss statement which summarizes the financial performance of an organization over a period of time. Usually, the time period is monthly, quarterly, or annually. It is also known as aProForma Income Statement Template. Small business owners use a profit and loss Problems template to track how their business has been performing. The template displays how a business has performed in the past.

Profit And Loss Template

  • Sample Profit and Loss Statement - 7+ Documents in PDF, Excel
  • Sample Profit and Loss Form - 9+ Examples in PDF, Word
  • Sample Profit and Loss Statement Form - 7+ Examples in PDF, Excel

Monthly Profit and Loss Template

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File Format

  • Google Docs
  • Excel
  • Apple Numbers
  • PDF
  • Word

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Annual Profit and Loss Template

Details

File Format

  • Google Docs
  • Excel
  • Apple Numbers
  • PDF
  • Google Sheets
  • Word
  • Apple Pages

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Profit and Loss Statement For Small Business Template

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File Format

  • Google Docs
  • Excel
  • Numbers
  • PDF
  • Google Sheets
  • Word
  • Apple Pages

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Real Estate Profit And Loss Statement Template

Profit and Loss Statement Budget Template

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File Format

  • MS Word
  • Google Docs
  • Google Sheets
  • Excel
  • Numbers
  • Pages
  • PDF

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Sample Profit and Loss Statement Template

beginner-bookkeeping.com

With the use of this which is available in PDF you can simply fill out the necessary section and share it to your necessary department to leverage the task that follows after them.

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Sample Profit and Loss Formula Template

handsonbanking.org

This sample profit and loss statement for self-employed helps to know the formula which is used in order to calculate the spending and expenditure of your business at your own.

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A profit and loss template helps you to keep a record of your financial performance every month of every year depending on your needs. A monthly profit and loss template is yet another name for the income statement. So, if you want to create a profit and loss statement you can use an income statement template that are available in Word, Excel, PDF, PSD and other formats to perform business smoothly. The profit loss spreadsheet is based on the business budget where you can easily calculate the expenditure and income segregating and mentioning different categories.

With this template you will be able to create three-year projection of income and expenses. There are columns like Percentage of Total Sales, which helps you to analyze price of the sold goods and the operating expenses as well.

Now calculate your yearly expenditure with the use of this PDF template that is free to download and will guide you effectively to know the expenditure made in the correct order or not.

Profit and Loss Account Format Template

dineshbakshi.com

Available in Word format this helps to maintain the account records on a monthly or yearly basis. This simple profit and loss statement is free to download, edit and is printable.

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Types of Profit and Loss Templates

You will find two different profit and loss templates

One for the service providers
Second for the retailers, publishers, manufacturers and more

Why you need to use a profit and loss template?

You need to use a profit and loss statement template to keep a tap on the fact whether you are running the business in order and show your overall performance in monetary terms. Over a specific period, the time recordings, incomings and outgoing sales shows the progress tracker of your business.

Profit and Loss Ratio Template

ajml.com.au

Now calculate your gross profit margin and net profit ratio using the simplest template in PDF or Word formats. These profit and loss template Google docs are easy to import and export in the cloud.

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Sample Profit and Loss Account Template

apra.gov.au

Now keep a tap on the record of your accounts with the use of simple bookkeeping terms and conditions or make changes accordingly as per your business needs with the help of editable templates.

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How to create a profit and loss template?

While creating a template all you need to make changes in the tile of the template. Set the name of the categories as per your requirements and the type of template you have downloaded. All the templates are free downloadable, editable and printable.

Tips

Work on the statement monthly business
Do keep a record of the earlier templates ion which you have worked
Segregate and categorize them accordingly

Profit and Loss Environmental Template

glasaaward.org

This is yet another option that will help you to assess the profit and loss of the product that you have in details and one by one.

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Sample Business Profit and Loss Template

elsp.ie

This template is available in the Word or PDF version and it is a proposal format for any company who can share it with the needful department to help other track their expenditure and likewise assess the tax charges.

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Consolidate Profit and Loss Template

wheelockcompany.com

You can easily take care of the aspects of the balance sheet and profit and loss account format in excel download with the help of this template which shows the total account in a consolidated format.

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Profit and Loss Appropriation Account Template

fasnoida.org

Now make a total segregation of the profit and loss account and case study all the features that you need to set accordingly in this templates and makes changes.

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Profit and Loss Worksheet Template

teejaypublishers.co.uk

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Profit and Loss Template Example

citigroup.com

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Profit and Loss Statement Template

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Simple Profit and Loss Template

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Profit and Loss Projection Template

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Profit and Loss Account Template

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Profit and Loss Mathematics Template

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Profit and Loss Template for Mac

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Profit and Loss Template Excel

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Profit and Loss Template for Self Employed

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Advantages of profit and loss template

  • It helps a business track its profit and loss from year to year.

Categories of profit and loss template

There are two different profit and loss templates, one for the service providers and the other for manufacturers, retailers, or publishers.

  • In the template for manufacturers, the Goods sample worksheet contains the section – Cost of Goods Sold – for documenting inventory and purchases and for determining Gross Profit.

The categories in a profit and loss template are comprehensive but can be edited to suit one’s circ*mstances.

Usually, sample profit and loss templates are available for free in Microsoft Excel format on the Internet. They can be used for all versions of Excel. Premium templates can also be downloaded for business analysis purposes and printed for future use.

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FREE 23+ Sample Profit and Loss Templates in Google Docs | Excel | Apple Numbers | PDF | MS Word (2024)

FAQs

How do you create a profit and loss statement in Google Docs? ›

How Do I Create a P&L in Google Sheets?
  1. Open Google Sheets.
  2. Setup P&L layout.
  3. Enter data.
  4. Calculate subtotal.
  5. Format your P&L statement.
  6. Review and update.
  7. Add additional information (optional)
  8. Save and share.

Where can I get a profit and loss statement? ›

The P&L is found in the annual financial reports that all publicly traded companies are required by law to issue and distribute to shareholders. 1 Annual financial reports include a company's P&L statement, balance sheet, and a statement of cash flow. Financial statements are found on a company's website.

Can I make my own P&L? ›

If you use accounting software like QuickBooks, Peachtree or the like, the program will generate a P&L statement for you after you enter your sales and expense figures, but you can easily create your own using a basic spreadsheet and easy calculations, following the steps below.

Does Excel have a profit and loss template? ›

Yes, there is a profit and loss template in Excel that you can use to create your own statement. The template includes formulas to calculate revenue, expenses, and net income. You can enter your own data to get started.

How to prepare profit and loss account template? ›

Here's the basic process.
  1. Step 1: Choose a timeframe. ...
  2. Step 2: Gather your financial information. ...
  3. Step 3: Use a P&L Statement template. ...
  4. Step 4: List your revenues. ...
  5. Step 5: List your cost of goods sold. ...
  6. Step 6: List your expenses. ...
  7. Step 7: List interest, taxes, depreciation, and amortization. ...
  8. Step 8: Calculate net income or loss.
Feb 2, 2022

What is the basic formula for a profit and loss statement? ›

Below are some formulas used in profit and loss statements: Net Sales (or Revenue) – Cost of Sales (or Cost of Goods Sold) = Gross Profit (or Gross Margin) Gross Profit – Operating Expenses = Net Operating Profit.

What is a profit and loss statement PDF? ›

A profit and loss statement, also known as an income statement, is a financial report summary that shows a company's expenses and revenue for a specific period of time. The information in this summary helps determine whether the company or organization is generating profit, losing money, or breaking even.

What is the standard format for profit and loss? ›

Total Revenues - Total Expenses = Net Income

Subtract operating expenses from business income to see your net profit or loss. If revenues are higher than total business expenses, you're making a profit. If your business expenses over the period being examined were higher than your income, the company has made a loss.

What is the formula for profit in numbers? ›

What is the Net Profit Percentage Formula?
FormulaDescription
Profit = Selling Price (SP) - Cost Price (CP)Calculates the profit earned from a transaction.
Profit Percentage = (Profit / CP) x 100Calculates the percentage of profit relative to the cost price.
8 more rows

What is an example of a profit and loss? ›

If a shopkeeper brings a cloth for Rs.100 and sells it for Rs.120, he has made a profit of Rs.20/-. If a salesperson has bought a textile material for Rs.300 and has to sell it for Rs.250/-, he has gone through a loss of Rs.50/-.

How to do a profit and loss statement for a small business? ›

How To Create a Profit and Loss Statement
  1. Choose a reporting period. ...
  2. Gather financial statements and information. ...
  3. Add up revenue. ...
  4. List your COGS. ...
  5. Record your expenses. ...
  6. Figure your EBITDA. ...
  7. Calculate interest, taxes, depreciation, and amortization. ...
  8. Determine net income.
Apr 25, 2024

What is a P&L statement for dummies? ›

Profit or loss: This is the difference between your total revenue and total expenses. If your revenue is greater than your expenses, you have a profit. If your expenses are greater than your revenue, you have a loss.

What are the three main categories of a profit and loss statement? ›

One of three main financial statements — along with the balance sheet and the cash flow statement — the P&L includes a business's revenue, expenses, and net income, among other key financials, for a given accounting period.

Who can prepare a profit and loss statement? ›

You can ask your accountant to prepare a profit and loss statement for your company or you can build one yourself using the steps below.

How do I create a profit and loss statement of a company? ›

Add all revenue earned over the accounting period. Add all expenditures made throughout the accounting period. Subtract total expenses from total revenue to know the difference. If the value is positive, it represents profit; if it is negative, it represents a loss.

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