Accounting glossary

Profit and loss (P&L)

What a P&L is, how Xero and QuickBooks generate it, and the recurring monthly review routine bookkeepers run across UK, AU, CA, NZ, and SG.

By ExpenseFlow team
· 18 May 2026

Definition

Profit and loss (P&L) is a financial statement summarising revenue, expenses, and the resulting profit or loss over a defined period. It is identical in substance to the income statement and is the most commonly used name for the document in everyday UK, AU, and NZ practice. Modern accounting platforms generate the P&L automatically from the revenue and expense accounts in the general ledger.

What a P&L means in practice

For a bookkeeper, the monthly P&L is the headline diagnostic. Revenue at the top, costs and expenses below, profit or loss at the bottom. Reading the P&L for the month against the same month last year and against the rolling three-month trend surfaces almost every operational issue that matters: a margin compression, a cost spike, a revenue concentration, a one-off expense, a missing recurring invoice.

The standard monthly review takes ten minutes. Pull the comparative P&L from Xero or QuickBooks (this month vs same month last year vs three-month average). Check the revenue line for any unexpected dip or spike. Walk down the cost lines for outliers. Drill into anything more than 20% off trend. Note unresolved items for the next reconciliation pass. The discipline catches errors at 1/12th the cost of waiting until year-end.

A practical example: a UK consultancy’s October 2026 P&L shows revenue of 32,000 (down from 38,000 in October 2025 and a 36,000 three-month average), cost of sales 11,000, gross profit 21,000, operating expenses 14,000, net profit 7,000. The bookkeeper drills into the revenue drop, sees that a major client’s October invoice was not raised (an admin oversight), creates the invoice for 6,500, and the corrected P&L shows revenue of 38,500. The early catch prevents a quarter-end VAT-return scramble.

How the P&L works by country

United Kingdom

Universally called “profit and loss” or “P&L” in everyday UK practice across bookkeepers, accountants, and SMB owners. The Companies Act 2006 uses “profit and loss account” as the formal name. The first line moved from “turnover” (the traditional UK term) to “revenue” under FRS 102, although many older businesses and practitioners still use “turnover” in conversation.

Australia

Universally called “profit and loss” or “P&L” in everyday AU practice. AASB 101 Presentation of Financial Statements uses “Statement of Profit or Loss and Other Comprehensive Income” as the formal title for lodged statements. The everyday term in BAS prep, ATO correspondence, and accountant-to-bookkeeper communication is always “P&L”.

Canada

The Canadian convention in formally published financial statements is “Statement of Operations” rather than “P&L”. The everyday term in CRA correspondence, bookkeeper-to-accountant work, and SMB practice is “P&L”. The substance is identical to any other jurisdiction.

New Zealand

Universally called “profit and loss” in everyday NZ practice. NZ IFRS calls it “Statement of Profit or Loss” for Tier 1 and Tier 2 entities, and “Statement of Surplus or Deficit” for some Tier 3 not-for-profit entities. The everyday term is always “P&L”.

Singapore

Singapore’s everyday usage is “P&L” but SFRS(I) 1 formally calls it “Statement of Profit or Loss and Other Comprehensive Income” for published statements. The substance is identical to the equivalent statement in any other jurisdiction.

The P&L is one of the four primary financial statements:

See also

For the practical mechanics of running a P&L in Xero or QuickBooks Online, see the per-software workflow guides as they ship.

FAQ

See the answered questions above for P&L vs income statement, monthly cadence, and how to split a P&L by department or project.

Questions, answered

Common questions

What is the difference between a P&L and an income statement?

Nothing. P&L, profit and loss, income statement, statement of operations, and statement of profit or loss are all the same document under different naming conventions across regions and standards. In everyday speech across all our target countries, 'P&L' is the dominant term.

How often should I produce a P&L?

Monthly for any business with meaningful financial activity. The monthly P&L is the bookkeeper's main tool for catching unexpected cost spikes, declining margins, or revenue concentrations. Quarterly P&Ls (matching the VAT or BAS cycle) are the minimum for any registered business; less frequent than that masks problems until they compound.

Can I see a P&L by department, project, or client?

Yes in every modern accounting platform. Xero uses 'tracking categories'; QuickBooks uses 'classes' and 'locations'. Both let you tag each transaction with one or more dimensions and then run a P&L split by that dimension. This is how bookkeepers produce per-client P&Ls for agencies, per-project P&Ls for construction, or per-location P&Ls for multi-site retail.

Keep exploring

Track profit and loss (p&l) without spreadsheets

ExpenseFlow keeps your books clean by encoding the rules behind terms like this directly into capture and categorisation.