Pie Charts: Report page displays pie charts for Income, Expenses, and Cost of Goods Sold.You will see purchase, materials, labor, and other organized by month, quarter, and year. Cost of Goods: If you sell products, the report will show you what it cost you to acquire the products.Expenses: Automatically organized by month, quarter and year.Immediately see your Profit-Loss status, as well as quarterly and yearly totals. Income: Displays income for the month for up to six income sources.Instantly updates when you add new expenses or monthly income. Profit-Loss: Automatically calculates and shows if you have a Profit or Loss for the year.Report heading: See tax year, company name and contact information in report heading.Totals are calculated automatically for you. Comment: Place to add a comment about 'other' expenses or whatever you like.Change to anything you like from the Data tab. Expenses and Cost of Goods organized like you need them for Schedule C (U.S. Categories: Include up to six income sources.You even can filter by vendor name with only two clicks to see expenses or income by specific vendor. Add new vendors and sources on the Data tab at any time, so you only have to type their name one time. Vendor Names & Income Sources: Use drop-down list to select the vendor or income source.Ref #: Enter reference or check number, CASH, CC, or other method of payment.Date: For each month, enter the date of your income or expense.click for larger imageĮasily organize income and expenses for business management and tax preparation. Customize headings: Change the headings for the entry categories.Ģ.Currency Symbol: Select the symbol you would like displayed.Add as many rows as you need for your list. Add them to the list one time (at any time), then just select from a list when you enter their expense or income. Vendor Names & Income Sources: list of vendors and income sources.Contact E-mail: E-mail address, phone number or other to reach contact.Contact Person: Name you want to appear as the point of contact for the report.Tax Year: Current tax year to show up on the report and monthly expenses pages.Company Name: Name you want to appear on the report.
No complicated setup to customize your report.
Profit Loss Report Spreadsheet Download Free Demo (profit.zip - 397KB Zip File)