Free sample profit and loss statement for businesses in New Zealand

Free sample profit and loss statement for businesses in New Zealand

Why is a profit and loss statement so important?

A profit and loss statement, also called income statement, is an important financial document that shows your business’ profit and loss for the past fiscal year.

  • Track profitability: A P&L statement shows the financial health of your company. It summarizes revenues, costs, and expenses across a period of time, usually a fiscal year.
  • Budget effectively: A detailed P&L statement help you set up budget for the upcoming months and year, so that you can cover your expenses and meet your revenue targets.
  • Make informed decisions: With a P&L statement you can base your business strategies on concrete financial data.
Download the free sample

See also: What is a profit and loss statement

Why is a profit and loss statement so important?

Download the sample profit and loss statement

User-friendly, quick to use and made for you and your business.

Sample profit and loss statement for Excel

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How to create a P&L statement using the sample profit and loss statement
  • Decide what period you want to cover, either a month, a quarter or a year.
  • Adjust the template to your needs. Add or remove fields as necessary.
  • Add your revenue and expenses in the dedicated fields
  • Add your income and expenses from interest
  • Add your taxes
  • Review the numbers. The template calculates it all for you, so that you can instantly see your net profit or loss.
How to create a P&L statement using the sample profit and loss statement

Sample profit and loss statement

Profit and loss statement


Advantages of using a sample profit and loss statement

Simple and straightforward

This P&L statement makes it easy for you to see how your business is doing, even if you’re not the biggest numbers person.

Time-saving template

Save valuable time by using a ready-made template. You don’t have to start from scratch, just make small adjustments where necessary.

Automatic calculations

Calculates are done for you, giving you instant insights into your net profit or loss. Focus on making good business decisions rather than on crunching numbers.

FAQ

Frequently asked questions about the sample profit and loss statement

How do you write a simple profit and loss statement?

You can create a profit and loss statement in Excel or Google Sheets. To make it easier, you can download a sample profit and loss statement and just fill out your numbers in the fields.

What is a P&L statement template?

A profit and loss statement template is a document that’s all set up for you. You simply enter your data in the fields—your income, expenses, as well as your interest and tax. The template will automatically calculate your net profit so that you can review the status of your business.

What is an example of a profit and loss?

Profit is all the money your business is left with after you subtract costs and tax. If you’re making a profit, your business is profitable. An easier example is that you by hats for resale. If you buy a hat for $10 and sell it for $20, you’ve made a $10 profit.

Loss is a negative result. If you operate at a loss, it means you’re spending more money than you’re earning. If you buy hats for $10 and sell them for $5, then you’re end result is a $5 loss.

A profit and loss statement lets you see whether your business is operating with a profit, across a month, a quarter, or a year.

How to make P&L in Excel?

You can make your own P&L statement in Excel. You can look up a sample template, then copy that, and removing and adding new fields as required. You can also download a sample profit and loss statement, so that you don’t have to start from scratch.

Once you’re done, you can save it, print it, or export it as a PDF to share with stakeholders and employees.

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