Profit & Loss Statement

Profit & Loss Statement — Form Fields

This business template includes 26 fields. A profit and loss statement (income statement) for small businesses to summarize revenue, expenses, and net income over a reporting period. Free to customize and use on ZenBuild.

• Business Information (text, optional)
• Business Name (text, required)
• Prepared By (text, required)
• Reporting Period (dropdown selection, required) — options: Monthly, Quarterly, Semi-Annual, Annual
• Period Start Date (text, required)
• Period End Date (text, required)
• Revenue (text, optional)
• Product Sales ($) (number, required) — Revenue from goods sold.
• Service Revenue ($) (number, optional) — Revenue from services rendered.
• Other Income ($) (number, optional) — Interest, royalties, or miscellaneous income.
• Total Revenue ($) (number, required)
• Cost of Goods Sold (text, optional)
• Materials & Supplies ($) (number, required)
• Direct Labor ($) (number, optional)
• Total COGS ($) (number, required)
• Operating Expenses (text, optional)
• Rent & Utilities ($) (number, required)
• Salaries & Wages ($) (number, required) — Non-COGS payroll (admin, sales, etc.).
• Marketing & Advertising ($) (number, optional)
• Insurance ($) (number, optional)
• Other Operating Expenses ($) (number, optional) — Office supplies, software, travel, etc.
• Total Operating Expenses ($) (number, required)
• Summary (text, optional)
• Gross Profit ($) (number, required) — Total Revenue minus Total COGS.
• Net Income / (Loss) ($) (number, required) — Gross Profit minus Total Operating Expenses.
• Notes & Explanations (long text, optional) — Any relevant context, assumptions, or adjustments.