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Sample Profit and Loss Statement PDF - Chase 2025

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The document is a sample profit and loss statement designed for self-employed individuals or independent contractors applying for a loan. It outlines the necessary fields to report gross income, expenses, and net income over a specified period. The form requires details about the business, including ownership percentage, type of business, and various income and expense categories. Borrowers must certify the accuracy of the information provided.

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Click ‘Get Form’ to open the Sample Profit and Loss Statement PDF - Chase in our editor.
Begin by entering your Company Name and Percent of Ownership in the designated fields at the top of the form.
Fill in your Company Address and Type of Business to provide context for your financial data.
Input Borrower Name(s) and Loan Number, ensuring accuracy for identification purposes.
Specify the Dates Reported, making sure they cover a minimum of three full months.
In the GROSS INCOME section, enter figures for Gross Sales and Other Income, then calculate Total GROSS INCOME BEFORE TAXES.
Proceed to the EXPENSES section. Fill in all applicable costs such as Cost of Goods Sold, Accounting Fees, Advertising, etc., leading to Total EXPENSES.
Calculate your NET INCOME by subtracting Total EXPENSES from Total GROSS INCOME BEFORE TAXES. Enter this value under Net Income Before Taxes.
Finally, sign and date the document at the bottom to certify that all information is truthful.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What are the red flags on a PL statement?

These red flags may include unusual fluctuations in account balances, inconsistent trends across reporting periods or transactions that lack proper documentation. By addressing these concerns promptly, businesses can mitigate financial risks and maintain stakeholder confidence.

How to do a simple profit and loss statement?

How to create a profit and loss statement List revenue (sales): Choose a timeframe for the statement and then list all income from all sources for that period. List variable costs or Cost of Goods Sold (COGS): COGS applies to product-based businesses. Subtract costs from revenue: This is your gross profit.

Who can make me a profit and loss statement?

You can ask your accountant to prepare a profit and loss statement for your company or you can build one yourself using the steps below.

Can I create my own profit and loss statement?

To create a manual profit and loss statement, list all business income sources first. Then, detail all expenses such as rent, supplies, and salaries. Subtract total expenses from total income to find net profit or loss. Use clear categories and keep supporting documents handy.

How to make your own profit and loss statement?

How To Create a Profit and Loss Statement in 9 Steps Choose a Period. Gather Financial Records. Calculate Revenue. Determine COGS. Calculate Gross Profit. Categorize and List Expenses. Calculate Your Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA)

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What is a profit and loss statement pdf?

Profit and loss statements are also called PL or income statements. They show all earnings and all costs over a time period, eg a quarter or a year.

What is a very simple profit and loss statement?

In its most basic form, the PL statement shows the profitability of the business for a set time period. The time period can be for the year, quarter, month, or even a day whatever you need to understand. Profit is how much you are making from the business; loss is how much you are losing on the business.