[Download] Standard internal report template, latest update 2024

Internal reporting provides managers with vital information about how departments are performing, so they can make data-driven decisions and drive business direction. In this article, 1C Vietnam has compiled the latest 2024 internal report templates to support businesses in their operations. Refer now!

1. Internal financial report form

Depending on the size of the business, one of the following two internal financial report templates can be used:

Internal financial report form according to Circular 200

Internal financial report form according to Form No. B02–DN, published together with Circular 200/2014/TT-BTC, is applicable to:

• Businesses operate in all sectors and all economic segments.
• Small and medium-sized enterprises perform accounting according to the regime applied to small and medium-sized enterprises, complying with the provisions of Circular 200/2014/TT-BTC to perform accounting in accordance with business characteristics and Ask your manager.

[Download] Internal financial report form according to Circular 200

Internal financial report form according to Circular 133

Internal financial report form with code B02-DNN, released with Circular 133/2016/TT-BTC, is applicable to:

• Enterprises with small and medium-sized businesses (including micro-enterprises) operating in all fields and all economic segments according to the provisions of law on support for small and medium-sized enterprises. However, this will not apply to State-owned enterprises and enterprises where the State owns more than 50% of charter capital, and public companies according to the provisions of securities law, and cooperatives. communes and cooperative unions according to the provisions of the Cooperative Law.

• Small and medium-sized enterprises operating in specific fields such as electricity, oil and gas, insurance, securities... have been issued or approved by the Ministry of Finance to apply special regimes.

[Download] Internal financial report form according to Circular 133

2. Internal report on goods inventory

Currently, both Circular 200/2014/TT-BTC and Circular 133/2016/TT-BTC do not have specific regulations on internal reporting templates on goods inventory. However, businesses in need can refer to the inventory report sample below:

[Download] Internal inventory report form

3. Report increase or decrease in fixed assets for internal use in standard form

A standard fixed asset (fixed asset) increase or decrease report form will include the following items: number of fixed assets at the beginning of the year, number of fixed assets increased during the year, number decreased during the year and a summary of the number of fixed assets up to the time of the year. end of the year.

[Download] Internal report on increase or decrease in fixed assets

3.1 Sample internal report on business results

Internal reports on business performance summarize information and data related to the business activities of an organization or enterprise during a certain period of time. This report often includes various financial indicators and operating indicators, such as revenue, profit, net profit, profit margin, profitability ratio, debt ratio, and other information. related to the business performance of the organization.

[Download] Sample internal report on business performance

3.2 Internal debt reporting for businesses

This type of report is created to help organizations self-manage and strictly control receivables, due debts, payables, and other financial information. This helps the business's leadership board grasp information, thereby building a plan to use cash flow and manage finances effectively.

[Download] Internal debt report for businesses

3.3 What is internal reporting?

Internal reports, or internal business performance reports, are created and used within an enterprise to present and analyze information, data and figures related to the operations of that organization. Examples of some revenues and expenses mentioned in this report include: revenue situation, inventory situation, internal business revenues/expenditures, profits, etc. This report is usually reserved for departments such as the board of directors, senior management and responsible employees within the organization.

Necessary contents when preparing internal reports according to the latest updated standards in 2024 include:

• Income from sales and provision of products/services
• Direct deductions from revenue
• Amount of capital invested in product/service support activities
• Income from financial activities such as investment, capital recovery, loan liquidity
• Interest expenses
• Salary and bonus for employees
• Sales and marketing support costs
• Taxes need to be paid

3.4 Importance of internal reporting for businesses

Internal reporting is an important part of a business's operations. The importance of these reports to businesses is shown through:

• Provide managers with important information about how departments are performing, thereby making business decisions based on data and business direction.
• Improve progress monitoring, increase team efficiency, allowing businesses to identify market trends more easily.
• Monitor and evaluate the performance of departments, projects and business goals, thereby identifying strengths and weaknesses to adjust business strategies and enhance work performance.
• Helps managers and employees identify and resolve outstanding problems before they become more serious.
• Improve communication and interaction between departments and work groups within the organization. Sharing information and data between departments helps create a collaborative and productive work environment.

3.5 How to prepare internal financial reports

When preparing internal financial reports, businesses need to exclude all revenues, income, and expenses arising from internal transactions. The internal financial report will include 5 columns as follows:

• Column number 1: Reporting indicators
• Column 2: Code corresponding to the criteria
• Column 3: Numbers corresponding to these indicators on the Notes to the Financial Statements
• Column 4: Total arising in the annual reporting period
• Column 5: Data from the previous year are used for comparison

Basis for making reports includes:

• Based on previous year's financial statements.
• Based on general accounting books and detailed accounting books in the period used for accounts from type 05 to type 09.

Thus, through the above article, 1C Vietnam has brought to your businesses standard internal report templates updated in 2024. To well manage the business situation as well as internal reports, businesses 1C:Company Management software can be applied. The software provides a series of flexible features to help automate administrative work, especially suitable for manufacturing businesses. In particular, the software stands out with financial management features, tracking and reporting revenue and expenditure plans, debts and loans that need to be paid. Contact 1C Vietnam immediately for more detailed advice on the software.