How to cite a financial report in AMA

AMA financial report citation

To cite a financial report in a reference entry in AMA style 11st edition include the following elements:

  1. Author(s) of the report: Give the last name, and initials of up to six authors (e.g. Watson J). For more authors only the first three are listed, followed by et al.
  2. Title of the financial report: Italicize the title and capitalize the first letter of each major word.
  3. Place of publication: Give the name of the city in which the publishing entity was located at the time of publication.
  4. Publisher: Abbreviate the publisher's name.
  5. Year of publication: Give the year of publication.
  6. Report number: Give the report number if available.

Here is the basic format for a reference list entry of a financial report in AMA style 11st edition:

Author(s) of the report. Title of the financial report. Place of publication: Publisher; Year of publication. Report No. Report number.

Take a look at our reference list examples that demonstrate the AMA style guidelines in action:


A financial report by the US government

Raponi MA. FY 2014 Independent Auditor’s Report. Washington, DC: U.S. Government Publishing Office; 2015. Report No. 15‐03.

A financial report by an accounting organization

KPMG. Financial Statements 2018. Geneva, Switzerland: Nestlé S.A; 2019. Report No. 152.

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