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Detailed Income Statement

Brightway Retail Ltd. reported a Net Profit of £144,750 for the year ended December 31, 2025, after accounting for Gross Profit of £415,000 and Operating Profit of £211,000. The income statement highlights strong core product profitability with a gross margin of 49.7% and an operating margin of 25.3%. The document serves as a template for creating a detailed income statement using actual financial data.

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0% found this document useful (0 votes)
2 views2 pages

Detailed Income Statement

Brightway Retail Ltd. reported a Net Profit of £144,750 for the year ended December 31, 2025, after accounting for Gross Profit of £415,000 and Operating Profit of £211,000. The income statement highlights strong core product profitability with a gross margin of 49.7% and an operating margin of 25.3%. The document serves as a template for creating a detailed income statement using actual financial data.

Uploaded by

nazalmuhammed10
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd

Brightway Retail Ltd.

Detailed Income Statement — For the Year Ended December 31, 2025

1. Adjusted Trial Balance — Income Statement Accounts


The adjusted trial balance below has been filtered to show only the revenue and expense accounts needed for the
income statement (balance sheet accounts — assets, liabilities, and equity — are excluded).

Account Category Debit (■) Credit (■)

Sales Revenue Operating Revenue 850,000

Sales Returns & Allowances Operating Revenue (contra) 15,000

Cost of Goods Sold Direct Operating Cost 420,000

Salaries & Wages (Admin) Indirect Operating Cost 95,000

Rent Expense Indirect Operating Cost 36,000

Utilities Expense Indirect Operating Cost 12,000

Marketing & Advertising Indirect Operating Cost 28,000

Depreciation — Office Equipment Indirect Operating Cost 18,000

Insurance Expense Indirect Operating Cost 9,000

Office Supplies Expense Indirect Operating Cost 6,000

Interest Income Non-Operating Revenue 4,000

Interest Expense Non-Operating Cost 22,000

Income Tax Expense Non-Operating Cost 48,250

Totals 709,250 854,000*

*The remainder of total credits relates to balance sheet accounts (assets, liabilities, equity) which are outside the scope of the income
statement and are not shown here.

2. Categorization of Revenue and Expenses


Operating Revenue: Sales Revenue, net of Sales Returns & Allowances.
Direct Operating Costs: Cost of Goods Sold — costs directly tied to producing/selling goods.
Indirect Operating Costs: Administrative salaries, rent, utilities, marketing, depreciation, insurance, and office
supplies — costs of running the business that are not directly tied to a unit sold.
Non-Operating Items: Interest income, interest expense, and income tax — items arising outside core operating
activities.

3. Detailed Income Statement


Description Amount (■) Subtotal (■)

Sales Revenue 850,000

Less: Sales Returns & Allowances (15,000)

Net Revenue 835,000


Less: Cost of Goods Sold (Direct Operating Costs) (420,000)

GROSS PROFIT 415,000

Less: Indirect Operating Expenses

Salaries & Wages (Admin) (95,000)

Rent Expense (36,000)

Utilities Expense (12,000)

Marketing & Advertising (28,000)

Depreciation — Office Equipment (18,000)

Insurance Expense (9,000)

Office Supplies Expense (6,000)

Total Indirect Operating Expenses (204,000)

OPERATING PROFIT (EBIT) 211,000

Less: Non-Operating Items

Interest Expense (22,000)

Interest Income 4,000

Net Non-Operating Expense (18,000)

PROFIT BEFORE TAX 193,000

Less: Income Tax Expense (48,250)

NET PROFIT 144,750

Summary: Gross Profit of ■415,000 reflects strong core product profitability (49.7% gross margin). After indirect
operating costs, Operating Profit stands at ■211,000 (25.3% operating margin). Net Profit after non-operating items
and tax is ■144,750 (17.3% net margin).

4. Key Formulas Used


Gross Profit = Net Revenue − Direct Operating Costs (COGS)
Operating Profit (EBIT) = Gross Profit − Indirect Operating Costs
Net Profit = Operating Profit − Non-Operating Costs (Net Interest + Tax)

Note: Figures above are illustrative, built from a sample adjusted trial balance to demonstrate the full income-statement workflow
(categorization → gross profit → operating profit → net profit). Substitute your organization's actual adjusted trial balance figures to
produce a company-specific statement.

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