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Business Studies · Financial information and decisions

Income statements

CIE 04501 min read

Key definitions

  • Gross profit — the money left over after deducting costs from revenue.
  • Operating profit — gross profit minus overheads (day-to-day expenses).
  • Retained profit — the money left over after deducting expenses (including taxes) and dividends (the shareholders' share of profit) from operating profit.

An income statement shows how well a business is doing financially, and the value of the business's income and expenditure (spendings).


Key formulas

Profit = Revenue − Total cost of production

Operating profit = Gross profit − Overheads

Retained profit = Operating profit − Tax − Dividends


Importance of profit to private sector businesses

  1. It is a reward for risk taking / enterprise.
  2. It is a source of finance.
  3. It is a way to measure success.

Profit vs cash

  • Cash — all the money that is available to a business physically and in the bank, not including deducted costs and debts.
  • Cash may not be profit, as some cash may be used to pay trade payables, for example.
  • Profit — the money available after deduction of these costs and expenses.

Worked example: income statement

Income statement figures

ItemAmount
Gross profit60,000
Overheads — Rent2,000
Overheads — Salaries5,000
Overheads — Water1,000
Operating profit52,000
Less: Corporate Tax (15%)7,800
Net profit after tax44,200
Dividends to shareholders (20%)8,840
Retained profit35,360

How the figures work through

  • Overheads total 8,000 (Rent 2,000 + Salaries 5,000 + Water 1,000), deducted from gross profit of 60,000 to give operating profit of 52,000.
  • Corporate Tax at 15% of operating profit is 7,800, leaving a net profit after tax of 44,200.
  • Distribution of profit: dividends to shareholders at 20% are 8,840, leaving a retained profit of 35,360.

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