Free Template

IFRS P&L Template

An income statement template structured to IFRS presentation requirements. Separates operating expenses by nature and function, isolates finance costs and tax, and calculates key subtotals including gross profit, operating profit, profit before tax, and net income. Designed for European companies reporting under IFRS who need a clean, auditable P&L structure for both internal planning and external reporting. For background on IFRS-aligned budgeting, see [IFRS Budgeting and Planning: A European Perspective](/blog/ifrs-budgeting-and-planning-european-perspective).

What's included

Everything in this template

  • Full IFRS-compliant P&L structure with required subtotals
  • Expense classification by nature and by function
  • Separate presentation of finance income and finance costs
  • Income tax expense with effective rate calculation
  • Other comprehensive income section
  • Quarterly and annual phasing with comparative period columns

Template preview

See the structure

fx=Revenue - CostOfSales - OpEx - FinanceCosts - Tax
Line Item
Q1
Q2
FY Total
Revenue
€1,250k
€1,340k
€5,180k
Cost of Sales
(€510k)
(€548k)
(€2,115k)
Gross Profit
€740k
€792k
€3,065k
Operating Expenses
(€485k)
(€502k)
(€1,960k)
Operating Profit
€255k
€290k
€1,105k

Step by step

How to use this template

1

Enter revenue by stream

Populate revenue lines by product or service stream for each quarter. The template supports IFRS 15 disaggregation by recognising revenue by type (goods, services, licences) and timing (point in time, over time).

2

Classify expenses

Enter operating expenses using either the nature-of-expense method (raw materials, employee costs, depreciation) or the function-of-expense method (cost of sales, distribution, administration). The template supports both presentations.

3

Add finance costs and tax

Enter interest expense, lease liability interest (IFRS 16), and other finance costs separately from operating expenses. Add the income tax charge with the effective tax rate calculation.

4

Review IFRS subtotals

Check the auto-calculated gross profit, operating profit, profit before tax, and net income lines. The template also calculates EBITDA as a non-IFRS measure for management reporting.

5

Add comparative periods

Enter prior year figures in the comparative columns. The template calculates year-on-year variance both in absolute terms and as a percentage.

Watch out

Common mistakes to avoid

Classifying finance lease interest as an operating expense instead of a finance cost

Not separating discontinued operations from continuing operations in the P&L

Using a single blended tax rate instead of the statutory rate adjusted for permanent differences

Omitting other comprehensive income items such as FX translation differences and hedge gains/losses

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FAQ

Frequently asked questions