A monthly financial statement is a document which highlights the income and expenditure situation of a company, a business enterprise or even an individual on a monthly basis. It is a complete record of the concerned entity’s financial records for the monthly period stipulated and it must be absolutely accurate and free of errors. A monthly financial statement is usually prepared by professionals in the department of finance of a company as they are qualified to create the perfect monthly financial statement.
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Sample Monthly Financial Statement:
Name of individual: Jason Roberts
Designation: Assistant general manager, Publicity and Sales
Company: Silver Productions Inc.
Financial statement for the monthly period: June 2011 to July 2011
Purpose of monthly financial statement: The monthly financial statement is important not only as a record of the income of the individual, but also for tax assessment. It also has documental value as it may later be referred to.
Total income of the employee: $ 100000 [Pay inclusive of Dearness Allowance, and other allowances]
Salary paid on: 4th of July 2011 [to the account holder’s account in Deale Bank, New York]
Total deductions from monthly salary:
- Premium for two National savings Certificates amounting to: $1000
- Premiums for home insurance amounting to: $1000
- Monthly contribution to provident fund: $3000
- Premiums for car and Health insurance respectively: $2000 and $4000
Bonus received in this period: $5000
Payment of extra hours: [12 extra hours in one month period]: $2000
Monthly financial statement prepared by: Martha Rogers, Head, Finance and Employee benefits, Silver Productions Inc.