GET
/
v0
/
reports
/
income-statement
curl --request GET \
  --url https://api.sandbox.teal.dev/v0/reports/income-statement \
  --header 'Authorization: Bearer <token>' \
  --header 'teal-instance-id: <teal-instance-id>'
{
  "records": [
    {
      "amount": 0,
      "children": [
        {
          "amount": 262469.88,
          "debit_credit": "credit",
          "ledger_id": "7JRNsKwy2Lw66caxVU7WGC",
          "name": "Sales Revenue",
          "sort_code": "4100",
          "sub_type": "operating_revenues",
          "total_amount": 262469.88,
          "type": "revenue"
        }
      ],
      "name": "Operating Revenues",
      "total_amount": 262469.88
    },
    {
      "amount": 262469.88,
      "debit_credit": "credit",
      "name": "Total Net Sales",
      "total_amount": 262469.88
    },
    {
      "amount": 0,
      "children": [
        {
          "amount": 134929.69,
          "debit_credit": "debit",
          "ledger_id": "HLn8oy2eqMUCwjp1Cwdgco",
          "name": "Cost Of Goods Sold",
          "sort_code": "5100",
          "sub_type": "cost_of_goods_sold",
          "total_amount": 134929.69,
          "type": "expense"
        }
      ],
      "name": "Cost Of Goods Sold",
      "total_amount": 134929.69
    },
    {
      "amount": 127540.19,
      "debit_credit": "credit",
      "name": "Gross Profit",
      "total_amount": 127540.19
    },
    {
      "amount": 0,
      "children": [
        {
          "amount": 86276.92,
          "debit_credit": "debit",
          "ledger_id": "WhvrC7XAES1fDrpWWgmPtg",
          "name": "Salaries And Wages Expense",
          "sort_code": "5300",
          "sub_type": "operating_expenses",
          "total_amount": 86276.92,
          "type": "expense"
        }
      ],
      "name": "Operating Expenses",
      "total_amount": 86276.92
    },
    {
      "amount": 41263.27,
      "debit_credit": "credit",
      "name": "Total Operating Profit",
      "total_amount": 41263.27
    },
    {
      "amount": 0,
      "name": "Other Expenses",
      "total_amount": 0
    },
    {
      "amount": 0,
      "name": "Other Income",
      "total_amount": 0
    },
    {
      "amount": 41263.27,
      "debit_credit": "credit",
      "name": "Net Profit",
      "total_amount": 41263.27
    }
  ]
}

Authorizations

Authorization
string
headerrequired

The access token received from the authorization server in the OAuth 2.0 flow.

Headers

teal-instance-id
string
required

The Teal instance ID

Query Parameters

start_date
string
required

Only include data after the start date (inclusive).

end_date
string
required

Only include data before the end date (inclusive).

tag_ids
string

Comma-separated list of tag IDs for filtering. Requires a Tier 3 subscription

Response

200 - application/json
records
object[] | null

A list of Records that represents either a ledger, a groups of ledgers, or a profit metric.

Records that are groups of ledgers are grouped by income statement sub_type: operating_revenues, cost_of_goods_sold, operating_expenses, other_expenses and other_income. Records that are profit metrics calculate total net sales, gross profit, total operating profit, and net profit.

The list of Records will always be returned in the following order:

  • Operating revenue ledgers (group)

  • Total net sales (calculation)

  • Cost of goods sold (group)

  • Gross profit (calculation)

  • Operating expenses (group)

  • Total operating profit (calculation)

  • Other expenses (group)

  • Other income (group)

  • Net profit (calculation)

Within each sub_type group, Ledger objects are ordered by sort_code.