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Pro forma income statement template

Pro forma income statement 2026

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The document presents a Pro-Forma Income Statement for XYZ, Inc. covering the years 2000 to 2003. It details revenue, cost of sales, gross profit, operating expenses, and net income before and after taxes. The statement shows a trend of increasing net sales and gross profit over the years, alongside rising operating expenses, ultimately resulting in fluctuating net income figures.

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Click ‘Get Form’ to open the pro forma income statement in the editor.
Begin by entering your revenue details. Fill in 'Gross Sales', then subtract any 'Sales Returns and Allowances' to calculate 'Net Sales'.
Next, move to the 'Cost of Sales' section. Input values for 'Beginning Inventory' and 'Goods Purchased/Manufactured'. Calculate 'Total Goods Available' and subtract 'Ending Inventory' to find 'Total Cost of Goods Sold'.
Proceed to the 'Operating Expenses' section. Fill in all relevant expenses under both 'Selling Expenses' and 'General/Administrative Expenses'. Ensure you total these amounts accurately.
Finally, calculate your 'Net Income Before Taxes', deduct taxes, and arrive at your final 'Net Income After Taxes'. Review all entries for accuracy before saving.

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