Profit & Loss

Profit & Loss
Client Name*

First NameLast Name
Phone Number*
Please enter a valid phone number.
Email*
example@example.com
Date*

MonthDayYear
Date
Business Name*

1-Income

	Yearly
Cash Income
Cash App
Apple Pay
Zelle
Other Merchant Account (Stripe, Square, etc)
Other

2-Business Expenses

	Monthly
Advertising
Contract Labor
Commission and Fees
Depletion
Employee Benefit Programs
Health Insurance
Insurance (other than health)
Legal and Professional Services
Office Expense
Pension and Profit Sharing
Rent or lease of equipment
Rent or lease of property
Repairs and maintenance
Supplies
Taxes and Licenses
Travel
Utilites
Wages

Income Total ($)
Outgoing Total ($)
Enter any additional debts in the space below.
I, {clientName}, agree that the information above is true to the best of my ability and I am able to furnish documentation to support the information above if needed. The information above is based solely on my business/side hustle/gig and I provided the above numbers to my tax preparer on a factual and truthful basis.
Signature*

Clear
Should be Empty: