Customize and complete your essential Profit And Loss Statement template

Prepare to streamline document creation using our fillable Profit And Loss Statement template. Create exceptional documents effortlessly with just a few clicks.
Intro decoration
Last updated on Jan 19, 2026

Spend less time on PDF documents and forms with pdfFiller’s tools

Card illustration
Comprehensive PDF editing
Build documents by adding text, images, watermarks, and other elements. A complete set of formatting tools will ensure a polished look of your PDFs.
Card illustration
Fillable fields
Drag and drop fillable fields, checkboxes, and dropdowns on your PDFs, allowing users to add their data and signatures without hassle.
Card illustration
Templates for every use case
Speed up creating contracts, application forms, letters, resumes, and other documents by selecting a template and customizing it to your needs.
Card illustration
Electronic signature
Instantly sign any document and make it easy for others to sign your forms by adding signature fields, assigning roles, and setting a signing order.
Card illustration
Online forms
Publish fillable forms on your website or share them via a direct link to capture data, collect signatures, and request payments.
Card illustration
Easy collaboration
Work on documents together with your teammates. Exchange comments right inside the editor, leave sticky notes for your colleagues, highlight important information, and blackout sensitive details.

Millions of users trust pdfFiller to create, edit, and manage documents

64M+
million users worldwide
35M+
PDF forms available in the online library
53%
of documents created from templates
65.5K+
documents added daily

Customize Your Profit and Loss Statement Template

Take control of your business finances with our customizable Profit and Loss Statement template. This tool helps you track your income and expenses clearly and concisely. You can adapt it to fit your unique needs, ensuring you always have a clear picture of your financial health.

Key Features

Easy customization options for income and expense categories
Clear layout for quick data entry and review
Monthly and annual views for comprehensive tracking
Automated calculations for total income, expenses, and net profit
Exportable in multiple formats for easy sharing

Potential Use Cases and Benefits

Small business owners can use it to manage finances effectively
Freelancers can track their earnings and project costs effortlessly
Startups can present their financial status to investors with clarity
Nonprofits can maintain transparency in funding and expenditures

By implementing our Profit and Loss Statement template, you simplify your financial management. You can identify trends, forecast future earnings, and make informed decisions. This tool transforms data into actionable insights, helping you stay organized and focused on growing your business.

Top-rated PDF software recognized for its ease of use, powerful features, and impeccable support
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025

How to create a fillable PDF form

With a few simple steps, you can collect completed documents from as many users as you need.
Start with a blank document or select a template
Save time by editing a ready-made template or build your document from the ground up.
Screenshot
Customize your form
Edit a document’s content, add your logo or other images, and insert and configure fillable fields to ensure an intuitive completion experience for users.
Screenshot
Publish your form online
Generate a direct link to your form or embed it into your website so that users can complete their copy from any desktop or mobile device.
Screenshot
Find all filled-out forms in one place
Receive instant notifications on incoming forms and find completed copies in your pdfFiller inbox.
Screenshot
Upload your document
Screenshot
Screenshot
Screenshot
Screenshot

Our user reviews speak for themselves

5.0
Eric on the help line for your company was very helpful. He explain to me the things that concerned me. Sometimes you need that assistance when you don't understand.
Karen
4.0
cool but needs a more user friendly interface. like small pdf for example. An easy converter option, with a file compress option would be cool. But as far as functionality and edit ability, PDF filler produces superior edits and is why I choose it over other products.
Adam
5.0
Very easy to use!! Walks you through as you are filling out. Very helpful for first time user. Easy to go back to make corrections. I work in the dental field and our software does not convert to medical, so this software made it easy for me to use.
Jessica S.
5.0
I signed up for the $1 trial but did not want the 1 year subscription -- refunded in two days! I signed up for the $1 trial but did not use it for whatever reason. I have adobe DCF but used PDF filler one time to check it out or whatever. In any case, one month later I get hit with the $102.10 one year subscription charge I didn't see coming. I call expecting to be on hold for two hours.. but .. no... about a few minutes on hold and they refunded the whole thing.. refund hit in two days. So, I believe they should be applauded for that. I'm sure some people love it and go for the subscription. But it's really nice to know they're actually honest and refund the money if you ask.
Alan Sharpe
4.0
Great but Pricey Great tool and I do have the paid version but the cost is a bit much. Not sure I would renew membership. That will be based on your personal needs.
A.R.
5.0
secure tool for digital signatures Overall I have had a flawless experience using this software. The authentication and signature features are most important for my business and I use then frequently without any issues. I have had no issues using this software.
Ben F.
4.0
I couldn't insert tables and extend the… I couldn't insert tables and extend the size of the windows to write more notes. I didn't't find the explanation on how to do so
Chiara O'leary
5.0
So much better than acrobat This is really good tech and works much better than acrobat! I was shocked that people were leaving negative reviews - then found out they all complain that you have to sign up after editing your document - SO WHAT you cannot expect amazing tech for free. I don’t get why people complain. Tech is amazing customer service is second to none.
Ali
5.0
PDFfiller has great customer support PDFfiller offers a great service, but unfortunately I don't have the opportunity to use it enough. But that truly sets this business apart from the competition is their customer service. I've never seen any other CS that would respond so quickly, be so attentive and managed to resolve my issue so promptly. I cannot recommend them enough.
Michael Soucek

Your go-to guide on how to create a Profit And Loss Statement

Crafting a Profit And Loss Statement has never been easier with pdfFiller. Whether you need a professional document for business or personal use, pdfFiller provides an instinctive solution to create, modify, and handle your documents effectively. Use our versatile and fillable web templates that align with your specific requirements.
Bid farewell to the hassle of formatting and manual editing. Employ pdfFiller to easily create accurate documents with a simple click. Begin your journey by using our comprehensive guidelines.

How to create and complete your Profit And Loss Statement :

01
Register your account. Access pdfFiller by logging in to your account.
02
Search for your template. Browse our comprehensive catalog of document templates.
03
Open the PDF editor. Once you have the form you need, open it up in the editor and utilize the editing instruments at the top of the screen or on the left-hand sidebar.
04
Insert fillable fields. You can select from a list of fillable fields (Text, Date, Signature, Formula, Dropdown, etc.).
05
Edit your form. Include text, highlight information, insert images, and make any needed modifications. The user-friendly interface ensures the process remains smooth.
06
Save your edits. When you are happy with your edits, click the “Done” button to save them.
07
Send or store your document. You can send out it to others to eSign, download, or securely store it in the cloud.
To conclude, creating your documents with pdfFiller templates is a straightforward process that saves you efforts and guarantees accuracy. Start using pdfFiller today to benefit from its robust capabilities and effortless paperwork management.

Ready to try the award-winning PDF editor in action?

Start creating your document in pdfFiller and experience firsthand how effortless it can be.
Decoration

Questions & answers

Below is a list of the most common customer questions.
If you can’t find an answer to your question, please don’t hesitate to reach out to us.
What if I have more questions?
Contact Support
Choose a time frame. List your business revenue for the time period, breaking the totals down by month. Calculate your expenses. Determine your gross profit by subtracting your direct costs from your revenue. Figure out if you're making money.
This profit and loss (P&L) statementProfit and Loss Statement (P&L)A profit and loss statement (P&L), or income statement or statement of operations, is a financial report that provides a summary of a template summarizes a company's income and expenses for a period of time to arrive at its net earnings for the period.
First, show your business net income (usually titled "Sales") for each quarter of the year. Then, itemize your business expenses for each quarter. Then show the difference between Sales and Expenses as Earnings.
What is a profit and loss statement? A profit and loss (or income) statement lists your sales and expenses. It tells you how much profit you're making, or how much you're losing. You usually complete a profit and loss statement every month, quarter or year.