PDF worksheet

Profit and Loss Statement

Enter income and expense totals in your browser and download a simple profit and loss statement PDF for discussion with the office.

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Use case

Before you start

Best for

  • Sole traders preparing annual records
  • Small business owners collecting figures before an appointment
  • Clients who want a clean PDF summary to bring to the office

Information requested

  • Business or trading name
  • ABN, if relevant
  • Reporting period
  • Income categories
  • Expense categories
  • Short notes for the accountant
Income
Expenses

Total income

$0.00

Total expenses

$0.00

Net profit or loss

$0.00

Figures remain in this browser until you download or clear the form.

Merrylands office

Ready to discuss your tax or accounting matter?

Send an enquiry or call the office to arrange an appointment. If you are contacting us about a tax return or BAS, include the type of work you need help with and any upcoming deadlines.

Suite 2, Level 1, 204 Merrylands Road, Merrylands NSW 2160

Open Monday to Friday, 9:00 AM – 6:00 PM

Send an enquiry (02) 9637 3839