--- title: The Profit and Loss Statement Process description: Instructions explaining what participants need to do to request a Profit and Loss statement --- [Skip to content](https://www.allsorted.au/the-profit-and-loss-statement-process#main-content) [![All Sorted Logo - Rectangle - 2000 x 1000](https://www.allsorted.au/hs-fs/hubfs/All%20Sorted%20Logo%20-%20Rectangle%20-%202000%20x%201000.jpg?width=200&height=100&name=All%20Sorted%20Logo%20-%20Rectangle%20-%202000%20x%201000.jpg)](https://www.allsorted.au/?hsLang=en-au) - [Home](https://www.allsorted.au) - Services Show submenu for Services - [Centerlink Profit & Loss Statement (SU580)](https://www.allsorted.au/centrelink-profit-and-loss) - [Bookkeeping](https://www.allsorted.au/services) - [BAS Services](https://www.allsorted.au/services) - [Payroll](https://www.allsorted.au/services) - [Management Accounting/Virtual CFO](https://www.allsorted.au/services) - [Support](https://www.allsorted.au/knowledge-base-2/) Show submenu for Support - [Knowledge Base](https://knowledge-base.allsorted.au) - [Support Tickets](https://knowledge-base.allsorted.au/tickets-view) - [Bookkeeping Updates (Blog)](https://www.allsorted.au/en/bookkeeping) - [Contact Us](https://www.allsorted.au/contact-us) Show submenu for Contact Us - [Email Us](https://www.allsorted.au/contact-us) - [Call Now (+61734850622)](tel:+61734850622) - Centrelink Participants Show submenu for Centrelink Participants - [Completing a Centrelink SU580 Form](https://www.allsorted.au/centrelink-su580-form) - [Request a Profit & Loss Report](https://www.allsorted.au/pl-landing-page) Open main navigation Close main navigation - [Home](https://www.allsorted.au) - Services Show submenu for Services - [Centerlink Profit & Loss Statement (SU580)](https://www.allsorted.au/centrelink-profit-and-loss) - [Bookkeeping](https://www.allsorted.au/services) - [BAS Services](https://www.allsorted.au/services) - [Payroll](https://www.allsorted.au/services) - [Management Accounting/Virtual CFO](https://www.allsorted.au/services) - [Support](https://www.allsorted.au/knowledge-base-2/) Show submenu for Support - [Knowledge Base](https://knowledge-base.allsorted.au) - [Support Tickets](https://knowledge-base.allsorted.au/tickets-view) - [Bookkeeping Updates (Blog)](https://www.allsorted.au/en/bookkeeping) - [Contact Us](https://www.allsorted.au/contact-us) Show submenu for Contact Us - [Email Us](https://www.allsorted.au/contact-us) - [Call Now (+61734850622)](tel:+61734850622) - Centrelink Participants Show submenu for Centrelink Participants - [Completing a Centrelink SU580 Form](https://www.allsorted.au/centrelink-su580-form) - [Request a Profit & Loss Report](https://www.allsorted.au/pl-landing-page) # The Profit and Loss Process (for Participants) # How does the P&L App work? If you haven't used the Profit and Loss App before, below is a quick overview depending on who is ordering and who is paying. Choose the appropriate option below and follow the instructions. Option 1 Consultant Refers & Funds Report ▼ Follow these steps when an Employment Consultant submits the referral and the agency funds the Centrelink SU580 report via Purchase Order or Credit Card. Overview ▼ Your browser does not support the video tag. Watch this 60-second video walkthrough showing how the consultant portal handles referrals, Document Vault uploads, and Purchase Order billing. Next: Step 1 → Step 1: Getting Started ▼ 1. Visit the [Request Report page](https://www.allsorted.au/pl-landing-page?hsLang=en-au). 2. Select **'I am an Employment Consultant'** to open the 'Refer Profit and Loss Participant' form. Next: Step 2 → [![Role Picker Options: I am an Employment Consultant vs I am a Participant](https://storage.googleapis.com/all_sorted_client_invoices_prod/Assets/Website%20Images/Role%20Picker%20Image.png)](https://storage.googleapis.com/all_sorted_client_invoices_prod/Assets/Website%20Images/Role%20Picker%20Image.png) Step 2: Complete Referral Form ▼ Complete the following sections: 1. Consultant Details 2. How are you going to pay? Click **Next** 1. Participant Details 2. Reporting Period Click **Submit Request**. A payment request email will be sent to you, and an email will be sent to the Participant asking them to verify their details, place their order and upload documents. Next: Step 3 → [![Refer P&L Form Page 1: Consultant Details & Payment Method](https://storage.googleapis.com/all_sorted_client_invoices_prod/Assets/Website%20Images/refer-pnl_Page1.png)](https://storage.googleapis.com/all_sorted_client_invoices_prod/Assets/Website%20Images/refer-pnl_Page1.png) [![Refer P&L Form Page 2: Participant Details & Reporting Period](https://storage.googleapis.com/all_sorted_client_invoices_prod/Assets/Website%20Images/refer-pnl_page2.png)](https://storage.googleapis.com/all_sorted_client_invoices_prod/Assets/Website%20Images/refer-pnl_page2.png) Step 3: Payment ▼ Select your preferred agency payment method below: Pay by Purchase Order ▼ Select **Purchase Order** as the billing method and enter your official PO Number. Entering a valid PO number greenlights immediate report processing without requiring a credit card at your desk. An unpaid Tax Invoice will be automatically emailed to your accounts department. Pay by Credit Card ▼ Select **Credit Card** as the billing method to proceed to secure Stripe Checkout. Enter your corporate Visa, Mastercard, or AMEX details to pay instantly. A paid Tax Invoice with receipt confirmation will be emailed directly to you. Next: Step 4 → Step 4: Participant Receives Automated Invite ▼ An SMS and email are sent to the Participant with a secure link to their **Document Vault**. They simply snap photos of up to 4 receipts, sales logs, or bank statements. Next: Step 5 → Step 5: Certified Bookkeeper Verification ▼ Our certified bookkeepers review the extracted figures against Centrelink guidelines to ensure complete reporting compliance. Next: Step 6 → Step 6: Retrieve Completed Report within 48 Hours ▼ The final Profit & Loss PDF and Tax Invoice are automatically dispatched to both you and your Participant within 48 hours. You can also download them anytime from your consultant portal dashboard. Next: View Current Pricing → Option 2 Participant Orders & Self-Funds ▼ Ideal for self-funding Participants or sites operating a direct participant workflow. Zero consultant involvement required! Overview ▼ \[Overview Video Placeholder - Option 2 Coming Soon\] Next: Step 1 → Step 1: Open Portal / Scan Desk Card ▼ Hand the Participant the desk card or ask them to scan the QR code linking directly to [pnl.allsorted.au](https://pnl.allsorted.au). Next: Step 2 → Step 2: Upload Documents to Document Vault ▼ The Participant snaps photos of up to 4 business receipts, sales logs, or bank statements and drops them directly into their secure **Document Vault**. Next: Step 3 → Step 3: Direct Checkout (Pricing currently offline or split via Afterpay) ▼ The Participant pays the single report fee directly via Card or splits it into 4 interest-free payments via Afterpay. The fee is 100% tax-deductible for their micro-business. Next: Step 4 → Step 4: Bookkeeper Processing & Delivery ▼ Our certified bookkeepers compile and verify the report. The completed SU580 PDF is delivered directly to the Participant's email within 48 hours for immediate Centrelink submission. Next: View Current Pricing → Option 3 Participant Orders & Consultant Pays Report ▼ Follow these steps when a Participant initiates their own request and routes a payment request directly to their Employment Consultant. Overview ▼ \[Overview Video Placeholder - Option 3 Coming Soon\] Next: Step 1 → Step 1: Participant Initiates Request & Enters Consultant Email ▼ The Participant opens [pnl.allsorted.au/start](https://pnl.allsorted.au/start), enters their business details, and inputs their Employment Consultant's official email address. Next: Step 2 → Step 2: Participant Uploads Receipts to Document Vault ▼ The Participant uploads their 4 receipts or bank statements directly into their secure **Document Vault**. Next: Step 3 → Step 3: Consultant Receives Payment Request & Adds PO ▼ An automated email and Unpaid Tax Invoice are sent directly to the Employment Consultant. The consultant logs into [pnl.allsorted.au/pnl-requests](https://pnl.allsorted.au/pnl-requests) to attach a Purchase Order (PO) or pay via Card. Next: Step 4 → Step 4: Bookkeeper Verification & Final Dispatch ▼ Once the PO is attached, our certified bookkeepers review the Document Vault files and dispatch the finished Centrelink SU580 report to both the Consultant and Participant within 48 hours. Next: View Current Pricing → Pricing Current Pricing ▼ Below are our current services and pricing. Live Service Tiers All prices include GST Basic Report i Pricing currently offline Amendment i Pricing currently offline Assisted Report i Pricing currently offline ## Still, have questions? Can’t find the answer you’re looking for? Please chat to our friendly team. 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