Retrieve Profit and Loss Reports
This method is used to extract the customer's Profit and Loss reports in order to determine their creditworthiness. The call is made through the GET /companies/{companyId}/data/financials/profitAndLoss Codat endpoint.
Before calling this method, make sure that the Check Status Data result contains the following parameter response: "dataType": "profitAndLoss" with "currentStatus": "Complete".
Response Example
Copy
{
"reports": [
{
"fromDate": "2022-02-01T00:00:00",
"toDate": "2022-02-28T00:00:00",
"income": {
"accountId": "",
"name": "Income",
"value": 36576.33,
"items": [
{
"accountId": "72df89d2-512b-4455-af51-a6b563733842",
"name": "Sales",
"value": 36576.33,
"items": []
}
]
},
"costOfSales": {
"accountId": "",
"name": "Cost of Sales",
"value": 973.97,
"items": [
{
"accountId": "7403e960-5b72-42ff-abf4-c870ad8910bd",
"name": "Purchases",
"value": 973.97,
"items": []
}
]
},
"grossProfit": 35602.36,
"expenses": {
"accountId": "",
"name": "Expenses",
"value": 6955.59,
"items": [
{
"accountId": "868591ad-f9c2-4956-a5ec-c32c1d48c6f3",
"name": "Advertising & Marketing",
"value": 269.05,
"items": []
},
{
"accountId": "940c8a59-3348-4a0b-a1b1-781d9f29cc8b",
"name": "Depreciation Expense",
"value": 70.97,
"items": []
},
{
"accountId": "e7ac3baa-cfbe-40c1-a172-83d22e84435b",
"name": "Entertainment-100% business",
"value": 18.06,
"items": []
},
{
"accountId": "b5e801e8-8dbc-4390-ac99-3b0fff54a89f",
"name": "General Expenses",
"value": 198.6,
"items": []
},
{
"accountId": "5360066d-1474-49f6-a7a5-c66d5f6032ba",
"name": "Light, Power, Heating",
"value": 134.09,
"items": []
},
{
"accountId": "138a8eb3-5c08-4e59-a3bc-892119694447",
"name": "Motor Vehicle Expenses",
"value": 431.74,
"items": []
},
{
"accountId": "1734ff00-2a17-45b4-8db6-2dc2e832c460",
"name": "Postage, Freight & Courier",
"value": 132.89,
"items": []
},
{
"accountId": "7aa7988a-ff61-4cb8-bef3-15395355d108",
"name": "Printing & Stationery",
"value": 85.13,
"items": []
},
{
"accountId": "9cbe5fe4-ca60-4792-8bf1-de01fb7010aa",
"name": "Rent",
"value": 600,
"items": []
},
{
"accountId": "04f7111b-55d4-4efc-b329-1bd5c791933a",
"name": "Repairs & Maintenance",
"value": 47.73,
"items": []
},
{
"accountId": "7d8d0322-f452-47de-a8e8-54b0130e6f38",
"name": "Subscriptions",
"value": 45.86,
"items": []
},
{
"accountId": "043b6bcb-dfe6-4c97-9b4c-f9b300fe3f03",
"name": "Telephone & Internet",
"value": 45,
"items": []
},
{
"accountId": "df62060b-41cc-4bf2-9de7-c7e537b5663a",
"name": "Travel - National",
"value": 55.28,
"items": []
},
{
"accountId": "eef78ed1-dfed-447c-bdba-3a49fb2c044b",
"name": "Audit & Accountancy fees",
"value": 0,
"items": []
},
{
"accountId": "f3aa84fe-5c31-4107-b207-7e0419f636d7",
"name": "Bank Fees",
"value": 6.29,
"items": []
},
{
"accountId": "c16f5c35-8283-47da-9d09-5fecb183b0cb",
"name": "Cleaning",
"value": 120,
"items": []
},
{
"accountId": "fb3210ef-edeb-48af-bb49-b85d40c1e6bb",
"name": "Corporation Tax",
"value": 124.61,
"items": []
},
{
"accountId": "7f6a0e92-65be-4333-9a0a-d981b03bedd1",
"name": "Wages",
"value": 4373.14,
"items": []
},
{
"accountId": "e8a0a24e-2dab-46b1-bfe1-6e92551c04e8",
"name": "Purchase Discounts",
"value": 171.55,
"items": []
},
{
"accountId": "4378ddba-36b4-4b35-9970-bd972b20d137",
"name": "Amortization",
"value": 5.72,
"items": []
},
{
"accountId": "78785fd7-f197-4c34-aa17-6e76b9255d34",
"name": "Interest Paid (operating)",
"value": 19.88,
"items": []
}
]
},
"netOperatingProfit": 28646.77,
"otherExpenses": {
"accountId": "b5e801e8-8dbc-4390-ac99-3b0fff54a89f",
"name": "Other Expenses",
"value": 350.44,
"items": []
},
"otherIncome": {
"accountId": "68794a8f-b22d-4520-b97b-025b7cb10f94",
"name": "Other Income",
"value": 850.22,
"items": []
},
"netOtherIncome": 499.78,
"netProfit": 29146.55
}
],
"reportBasis": "Unknown",
"currency": "GBP",
"mostRecentAvailableMonth": "2022-02-01T00:00:00",
"earliestAvailableMonth": "2017-03-01T00:00:00"
}