A profit and loss statement, also known as a P&L or an income statement is a financial report that shows how much your business has spent and earned over a specified time. It also shows whether you've made a profit or a loss over that time.

To use the Upload PDF endpoint for this document, you must use PROFIT_AND_LOSS in the form_type parameter.

Field descriptions

The following fields are available on this document type:

JSON Attribute	Data Type	Description
`profit_and_loss-Part1-General:companyName`	Text	Company Name
`profit_and_loss-Part1-General:periodOfProfitAndLoss:beginingDate`	Date	Period Of Profit And Loss
`profit_and_loss-Part1-General:periodOfProfitAndLoss:closingDate`	Date	Period Of Profit And Loss
`profit_and_loss-Part2-Sales&Revenue:salesReturnsAndAllowances`	Money	Sales Returns And Allowances
`profit_and_loss-Part2-Sales&Revenue:salesTotal`	Money	Sales Total
`profit_and_loss-Part2-Sales&Revenue:totalIncome`	Money	Total Income
`profit_and_loss-Part2-Sales&Revenue:grossProfit`	Money	Gross Profit
`profit_and_loss-Part3-Expenses&NetProfit:totalExpenses`	Money	Total Expenses
`profit_and_loss-Part3-Expenses&NetProfit:netIncome`	Money	Net Income
`profit_and_loss-Part3-Expenses&NetProfit:isSigned?`	`YES`, `NO`	Is Signed?
`profit_and_loss-Part3-Expenses&NetProfit:isDated?`	`YES`, `NO`	Is Dated?

Sample document

drive.google.com

Profit and Loss Sample.pdf

Sample JSON result

{
   "status":200,
   "response":{
      "pk":45702308,
      "uuid":"cef68afa-096d-45c7-827d-a0ff9168b9eb",
      "forms":[
         {
            "pk":40493532,
            "uuid":"9ea92dfb-eb8d-4fdf-af9c-6beeedcdc7f8",
            "form_type":"PROFIT_AND_LOSS",
            "form_config_pk":103537,
            "tables":[
               
            ],
            "raw_fields":{
               "profit_and_loss-Part1-General:companyName":{
                  "value":"3M SAMPLE COMPANY",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"Profit and Loss API.pdf"
               },
               "profit_and_loss-Part2-Sales&Revenue:salesTotal":{
                  "value":"1234.00",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"Profit and Loss API.pdf"
               },
               "profit_and_loss-Part2-Sales&Revenue:grossProfit":{
                  "value":"345678.00",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"Profit and Loss API.pdf"
               },
               "profit_and_loss-Part2-Sales&Revenue:totalIncome":{
                  "value":"1012.00",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"Profit and Loss API.pdf"
               },
               "profit_and_loss-Part3-Expenses&NetProfit:isDated?":{
                  "value":"YES",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"Profit and Loss API.pdf"
               },
               "profit_and_loss-Part3-Expenses&NetProfit:isSigned?":{
                  "value":"YES",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"Profit and Loss API.pdf"
               },
               "profit_and_loss-Part3-Expenses&NetProfit:netIncome":{
                  "value":"123456.00",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"Profit and Loss API.pdf"
               },
               "profit_and_loss-Part3-Expenses&NetProfit:totalExpenses":{
                  "value":"123445.00",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"Profit and Loss API.pdf"
               },
               "profit_and_loss-Part2-Sales&Revenue:salesReturnsAndAllowances":{
                  "value":"",
                  "is_empty":true,
                  "alias_used":null,
                  "source_filename":"Profit and Loss API.pdf"
               },
               "profit_and_loss-Part1-General:periodOfProfitAndLoss:closingDate":{
                  "value":"12/01/2021",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"Profit and Loss API.pdf"
               },
               "profit_and_loss-Part1-General:periodOfProfitAndLoss:beginingDate":{
                  "value":"01/01/2021",
                  "is_empty":false,
                  "alias_used":null,
                  "source_filename":"Profit and Loss API.pdf"
               }
            }
         }
      ]
   },
   "message":"OK"
}