📊 OVERVIEW
An editable Excel template designed to generate profit and loss statements with full chart of accounts integration and multiple reporting formats. Includes modular fields for revenue, cost of goods sold, operating expenses, and net profit—ideal for accountants, finance teams, and client-facing documentation.
📦 WHAT’S INCLUDED
• 📊 Editable Excel workbook (.xlsx) featuring:
• 🧾 Chart of Accounts sheet with structured account codes for assets, liabilities, equity, revenue, and expenses
• 📋 P&L Format sheet with debit/credit logic, gross profit, and net profit calculations
• 📈 Retail P&L Reports in multiple formats:
• Multi-column layout
• Single-column debit/credit layout
• Free-form design for custom presentation
• 💼 Expense categories including payroll, rent, utilities, depreciation, and other operating costs
• ✅ Clear section headers and formula-ready layout for client-side editing
🧠 USE CASES
• Internal financial tracking and audit preparation
• Client-facing documentation for investor decks, grant applications, or board reporting
• Strategic planning for cost control and profitability improvement
• Reusable format for monthly, quarterly, or annual reporting cycles
🎯 FEATURES
• Editable .xlsx format with UK spelling and layout standards
• Modular structure for revenue, expenses, and net profit tracking
• Chart of accounts integration for accounting consistency
• Multiple report formats for flexible presentation
• Unbranded and consultancy-free
• Compatible with Microsoft Excel and Copilot editing
🔴 INSTANT DIGITAL DOWNLOAD
This editable template is available for immediate download upon purchase. No physical item will be shipped. Compatible with Microsoft Office and fully customisable for client-side use.
