13 Free Sample Annual Financial Report Templates

Download these 13 Free Sample Annual Financial Report Templates to help you prepare your own Financial report.

A Financial Statement records and outline the financial activities of a business, an individual or any entity. Financial statements are meant to present the financial information of the entity in question as clearly and concisely as possible for both the entity and the users, who are the shareholders.  An annual financial report is presented to the shareholders at annual meeting, defining the annual financial progress of the company or organization. The key features or elements that are to be included in the annual financial report to draw it according to the International Financial Reporting Standards (IFRS) and International Auditing Standards (IAS), are as follows.

Chairman’s Letter                                              

It is a custom to start the annual report with the letter from chairman. The letter not only gives a brief summary of prior performance, but also describes the new strategies or plans that are made by the management to follow the path of success.

Business Profile

This is the next basic or vital element of a financial report, it outlines and defines the purpose of the business. Describing in detail all the products and services the business deals in. This is important to give an overview of the business the report is dealing with.

Management’s Analysis

In this section, the report gives a brief introduction of the management of the company and discusses the company’s operations in detail by giving comparatives with the prior year performance reports. To make this easily understandable to anyone who wishes to read the report, management often uses graphs and charts and cites data to explain the performances. Any plans or future prospects of the company’s progress are also discussed.

Financial statements

Income Statement

Income statement also known as statement of profit and loss shows that either the company has gained a profit over the previous year or have suffered a loss. The first part of Income statement shows the gross profit by subtracting cost of goods sold from the sales or revenue an organization has managed to earn. The next portion subtracts all the expenses that the company had bear from the loss profit to show profit or loss before tax. At the end, after deducting the tax expenses the final profit or loss is attained.

Balance Sheet

A balance sheet, also known as statement of comprehensive income, shows a detailed view of all the assets and liabilities that the company has at the year end. The balance sheet has two portions, each defining and showing the asset and the liabilities. Assets include, the property, plant and equipment, cash, debtors, bank, inventory etc. While the liabilities include creditors, bank overdraft, any payables, etc. Another section n liability portion is equity, which is an asset less liabilities. At the end of the day, both the portions, assets and liabilities, must complement each other or they must be balancing.

Statement of Cash Flows

This part shows the inflow and the outflow of cash and cash equivalents. This statement has three major portions, one describing the operating activities, second the investing activities and the third one showing the financial activities of the organization.

Notes to Financial Statements

This section elaborates the facts and figures of the financial statements and any assets and liabilities if required.

Statement of Changes in Equity

This statement shows the retained earnings, profit for the year and reserves etc.

Here is preview of This First Sample Annual Financial Report Template in MS Word format.

Download link for this Sample Annual Financial Report Template.

Here is preview of another Sample Annual Financial Report Template in MS Word format.

Source: ct.gov

Download link for this Sample Annual Financial Report Template.

Here is preview of another Sample Annual Financial Report Template in MS Word format.

Download link for this Sample Annual Financial Report Template.

Here is preview of another Sample Annual Financial Report Template in MS Word format.

Download link for this Sample Annual Financial Report Template.

Here is preview of another Sample Annual Financial Report Template in MS Word format.

Source: ec.gc.ca

Download link for this Sample Annual Financial Report Template.

Here is preview of another Sample Annual Financial Report Template in MS Word format.

Source: csbsju.edu

Download link for this Sample Annual Financial Report Template.

Here is preview of another Sample Annual Financial Report Template in MS Word format.

Download link for this Sample Annual Financial Report Template.

Here is preview of another Sample Annual Financial Report Template in MS Word format.

Download link for this Sample Annual Financial Report Template.

Here is preview of another Sample Annual Financial Report Template in MS Word format.

Source: informa.com

Download link for this Sample Annual Financial Report Template.

Here is preview of another Sample Annual Financial Report Template in PDF Format,

Source: colorado.gov

Here is download link for this Sample Annual Financial Report Template,

Here is preview of another Sample Annual Financial Report Template in PDF Format,

Source: charities.gov.sg

Here is download link for this Sample Annual Financial Report Template,

Here is preview of another Sample Annual Financial Report Template in PDF Format,

Source: downloads.capta.org

Here is download link for this Sample Annual Financial Report Template,

Here is preview of another Sample Annual Financial Report Template in PDF Format,

Source: ows.doleta.gov

Here is download link for this Sample Annual Financial Report Template,

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