Date: 4/30/2012

Microsoft Business Planner

Go to Article: Introduction to Financial Statements

This template provides a pro forma income statement. Please note that this type of layout is for management purposes only, rather than for the year-end filing of accounts. You can customize the form by changing the row labels or adding rows. To add a row, select one of the rows labeled "Other," click Insert on the Excel menu bar, and then click Rows. You will then need to use the fill handle (see Excel Help) to fill in the formula in the "Totals" column. The cells displaying zeros contain formulas to perform automatic calculations on your data. Do not enter data into these cells because doing so will erase the formulas in them. Note: When you save this template as a workbook, note the workbook's file name and location. To edit the workbook next time, you must open it using Excel. Every time you open this template from Microsoft Business Planner, a new workbook is created. Microsoft, 1998. Income Statement - 12 Months Period Starting: Sales Sales Other Total Sales 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month 8 Month 9 Month 10 Month 11 Month 12 Totals

Income Statement - 12 Months

Less Cost of Goods Sold

Materials Labor Overhead Other Total Cost of Goods Sold Gross Profit Operating Expenses Salaries and wages Employee benefits Payroll taxes Rent Utilities Repairs and maintenance Insurance Travel Telephone Postage Office supplies Advertising Marketing/promotion Professional fees Training and development Bank charges Depreciation Miscellaneous Other Total Operating Expenses Operating Income Interest income (expense) Other income (expense) Total Nonoperating Income (Expense) Income (Loss) Before Taxes Income Taxes Net Income (Loss) Cumulative Net Income (Loss) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0