Small Business Income Statement Document Template

Simplified income statement format for small businesses to track profits and losses.

Small Business Income Statement

This simplified income statement helps small businesses track their revenues, costs, and profits during a specified reporting period. Use this document to review and analyze your business’s financial performance and assist in planning.

Business Information

Business Name: {businessName}
Reporting Period: {reportingPeriod}
Prepared By: {preparedBy}
Date: {preparedDate}

Income Statement

Revenue

Revenue Source	Amount
{#revenues}{source}	{amount}{/revenues}
Total Revenue	{totalRevenue}

Cost of Goods Sold (COGS)

Item	Amount
{#cogs}{item}	{amount}{/cogs}
Total COGS	{totalCogs}

Gross Profit

Gross Profit: {grossProfit}

Operating Expenses

Expense Type	Amount
{#expenses}{type}	{amount}{/expenses}
Total Operating Expenses	{totalExpenses}

Operating Income

Operating Income (Gross Profit - Expenses): {operatingIncome}

Other Income/Expenses

Type	Amount
{#otherIncomeExpenses}{type}	{amount}{/otherIncomeExpenses}
Total Other Income/Expenses	{totalOtherIncomeExpenses}

Net Income

Net Income (Operating Income ± Other): {netIncome}

Remarks

{remarks}

{#includeSignatures}

Prepared and Approved

{preparedBy}
Prepared By

{approvedBy}
Approved By

{/includeSignatures}

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