Free Small Business Profit and Loss Templates

Download Simple Profit and Loss Statement  
Microsoft Excel | Microsoft Word | Adobe PDF

This simple profit and loss statement template is available in multiple formats and includes sections for calculating business income and expenses within a customizable time frame. Example expenses include staff wages, office rent, utilities, insurance costs, supplies, and taxes. Use this template to create an itemized list of business expenses and review total net income.

Download Monthly Profit and Loss Template — Microsoft Excel

Create a 12-month profit and loss statement that tracks monthly and year-to-date expenses and revenue. After entering your data into the spreadsheet, the template will calculate totals and generate graphs that display gross profit, total expenses, and profit or loss over time. This template includes sample line items with common small business expenses and revenue sources. For added convenience, the spreadsheet groups expenses into categories, such as employee payroll, banking, overhead expenses, vehicle costs, and taxes.

Download Annual Profit and Loss Template Sample — Microsoft Excel

Use this template to create a pro forma income statement for annual financial projections or to complete a year-over-year profit and loss analysis. For increased efficiency, this template includes sample data for a small business, including gross sales, cost of sales, operating expenses, and net income before and after taxes.

Download Quarterly Profit and Loss Statement — Microsoft Excel

This blank profit and loss statement allows you to record quarterly financial data over one year. The template layout is simple and intuitive, including sections for tracking business revenue, expenses, and tax information. Enter your company name, income sources, discounts or other allowances, business expenses, and tax details. The template will automatically calculate subtotals and total net income.

Download Profit and Loss Dashboard Template — Microsoft Excel

Oversee monthly profit and loss information for your small business with this dashboard template. The charts included on the template display total income, cost of goods sold, gross profit, total expenses, earnings before interest and taxes (EBIT), and net revenue before and after taxes. Use this template to compare financial details between previous and current months and give stakeholders a snapshot of monthly income performance.

Download Self-Employed Profit and Loss Template — Microsoft Excel

Designed for independent contractors and other self-employed individuals, this profit and loss statement includes fields for recording income from multiple clients, tax costs, and business expenses. After you enter income received from each client, the template subtracts expenses and taxes to calculate net income. Use the example list of expenses to tailor your profit and loss statement to your small business.

Download Hotel Profit and Loss Statement
Microsoft Excel | Google Sheets

This template uses a basic profit and loss statement format to help you track hotel revenue and expenses. Assign each item a reference number and record all income sources and expenses in the appropriate fields. By doing so, you can closely monitor all profits and losses for your hotel or other hospitality business.

Download Daycare Profit and Loss Statement
Microsoft Excel | Microsoft Word | Adobe PDF

Use this template to track finances for your daycare business. Record income information, such as payments for classes, monthly fees, and donations. In addition, record expenses, such as food, art supplies, toys, rent, utilities, and wages. The template automatically calculates net profit or loss for whatever time period you choose.

Download Rental Property Profit and Loss Template — Microsoft Excel

Compile financial information for multiple rental properties into one profit and loss statement. This comprehensive template includes sections for recording property details, deposits received, and rental income. List ongoing expenses, such as landscaping and property management fees, for each month of the year. Track one-time expenses separately, listing the date, total amount paid, and other details. Real estate agents can modify this template to create a profit and loss statement template for their small business.

Download Restaurant Profit and Loss Template — Microsoft Excel

This restaurant profit and loss statement provides example sales items, labor costs, and other common restaurant revenue sources and expenses. Common revenue sources include food and beverage purchases and merchandise, while common expenses cover marketing costs, utilities, appliance repairs, depreciation, and administrative and labor costs. For simplicity, the template breaks down labor expenses into salaries, hourly wages, and employee benefits. The template also calculates total sales, gross profit, total expenses, and net income.

Download Construction Profit and Loss Template
Microsoft Excel | Google Sheets

View monthly and annual financial data with this construction profit and loss spreadsheet. Enter your monthly revenue for each client or project and list job costs such as labor, materials, equipment rentals, and dump fees. Add overhead expenses, from advertising and professional memberships to vehicle costs and small tool purchases. This template automatically calculates monthly totals and clearly displays profit and loss information for easy reference.

Download Salon Profit and Loss Template
Microsoft Excel | Google Sheets

This profit and loss template includes common hair salon sales items and expenses. Determine gross profit by totalling your revenue from salon services, retail sales, and rental income and subtracting the total cost of expenses. For clarity and accuracy, itemize all salon expenses, including marketing costs, utilities, subscriptions, business licenses, insurance costs, and all other operating expenses. Download the Excel spreadsheet for automatically calculated totals, or choose the PDF form to perform manual calculations.

Download Landscaping Business Profit and Loss Template
Microsoft Excel | Google Sheets

Using a simple, 12-month spreadsheet format, this template allows you to track the gross profit and net income for a landscaping business. Enter all revenue from landscaping clients, along with business expenses such as labor, fuel, equipment rentals, tools, vehicle expenses, and advertising costs. This template calculates subtotals and net profits or losses for each month and for the year.