Profit and Loss Statement

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 AttributeData TypeDescription
profit_and_loss-Part1-General:companyNameTextCompany Name
profit_and_loss-Part1-General:periodOfProfitAndLoss:beginingDateDatePeriod Of Profit And Loss
profit_and_loss-Part1-General:periodOfProfitAndLoss:closingDateDatePeriod Of Profit And Loss
profit_and_loss-Part2-Sales&Revenue:salesReturnsAndAllowancesMoneySales Returns And Allowances
profit_and_loss-Part2-Sales&Revenue:salesTotalMoneySales Total
profit_and_loss-Part2-Sales&Revenue:totalIncomeMoneyTotal Income
profit_and_loss-Part2-Sales&Revenue:grossProfitMoneyGross Profit
profit_and_loss-Part3-Expenses&NetProfit:totalExpensesMoneyTotal Expenses
profit_and_loss-Part3-Expenses&NetProfit:netIncomeMoneyNet Income
profit_and_loss-Part3-Expenses&NetProfit:isSigned?YES, NOIs Signed?
profit_and_loss-Part3-Expenses&NetProfit:isDated?YES, NOIs Dated?

Sample document

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" }

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