Client forms

Profit and loss statement

For sole traders and small businesses. Enter the totals for the year, or upload the completed monthly template from our forms page. Amounts excluding GST if you’re registered for GST.

Financial year you’re doing the tax return for

Amounts for the income year 1 July 2025 – 30 June 2026.

Please choose the financial year.

Your details

Full name

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Phone

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Business name

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ABN (optional)

Checks out ✓

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Income

Sales and services

Please check this amount.

Other business income

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Total entered in this section$0.00

Cost of sales

Opening stock

Please check this amount.

Purchases of stock and materials

Please check this amount.

Closing stock (subtracted)

Please check this amount.

Total entered in this section$0.00

Expenses

Accounting and tax fees

Please check this amount.

Advertising and marketing

Please check this amount.

Bank fees and merchant fees

Please check this amount.

Contractors and subcontractors

Please check this amount.

Depreciation

Please check this amount.

Insurance

Please check this amount.

Interest

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Motor vehicle expenses

Please check this amount.

Rent and leasing

Please check this amount.

Repairs and maintenance

Please check this amount.

Salaries and wages

Please check this amount.

Superannuation

Please check this amount.

Telephone and internet

Please check this amount.

Software and subscriptions

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Travel

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Electricity, gas and water

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Office supplies and postage

Please check this amount.

Other expensesName and amount

Total entered in this section$0.00

Result

Gross profit (income less cost of sales)$0.00

Net profit (gross profit less expenses)$0.00

Spreadsheet, receipts and documents

Filled in the profit and loss template spreadsheet instead? Upload it here; you can leave the amounts above blank.

Completed spreadsheet (optional)

Drag files here or choose files

Excel, CSV or PDF, up to 10 MB each.

Please add at least 0 file.

Receipts and documents (optional)

Drag files here or choose files

Statements, invoices and receipts. PDF, JPG, PNG, HEIC, Word, Excel or CSV, up to 10 MB each, up to 20 files.

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Comments (optional)

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Profit and loss statement

Your details

Income

Cost of sales

Expenses

Result

Spreadsheet, receipts and documents

Thanks, we’ve got your profit and loss