How to cite a financial report in APA
To cite a financial report in a reference entry in APA style 6th edition include the following elements:
- Author(s) of the financial report: Give the last name and initials (e. g. Watson, J. D.) of up to seven authors with the last name preceded by an ampersand (&). For eight or more authors include the first six names followed by an ellipsis (…) and add the last author's name.
- Year of publication: Give the year in brackets followed by a full stop.
- Title of the financial report: Only the first letter of the first word and proper nouns are capitalized.
- Report number: Give the number of the report preceded by 'Report No.'
- Place of publication: List the city and the US state using the two-letter abbreviation. Spell out country names if outside of the UK or the USA.
- Publisher: When the publisher is the same as the author it can be substituted by the word 'Author'.
Here is the basic format for a reference list entry of a financial report in APA style 6th edition:
Author(s) of the financial report. (Year of publication). Title of the financial report (Report No. Report number). Place of publication: Publisher.
To cite a financial report in a reference entry in APA style 7th edition include the following elements:
- Author(s) of the financial report: Give the last name and initials (e. g. Watson, J. D.) of up to 20 authors with the last name preceded by an ampersand (&). For 21 or more authors include the first 19 names followed by an ellipsis (…) and add the last author's name.
- Year of publication: Give the year in brackets followed by a full stop.
- Title of the financial report: Only the first letter of the first word and proper nouns are capitalized.
- Report number: Give the number of the report as presented in the source, if available.
- Publisher: When the publisher is the same as the author it can be omitted.
Here is the basic format for a reference list entry of a financial report in APA style 7th edition:
Author(s) of the financial report. (Year of publication). Title of the financial report. (Report number). Publisher.
To cite a financial report in a reference entry in APA style 6th edition include the following elements:
- Author(s) of the financial report: Give the last name and initials (e. g. Watson, J. D.) of up to seven authors with the last name preceded by an ampersand (&). For eight or more authors include the first six names followed by an ellipsis (…) and add the last author's name.
- Year of publication: Give the year in brackets followed by a full stop.
- Title of the financial report: Only the first letter of the first word and proper nouns are capitalized.
- URL: Give the full URL of the web page including the protocol (http:// or https://).
Here is the basic format for a reference list entry of a financial report in APA style 6th edition:
Author(s) of the financial report. (Year of publication). Title of the financial report. Retrieved from URL
To cite a financial report in a reference entry in APA style 7th edition include the following elements:
- Author(s) of the financial report: Give the last name and initials (e. g. Watson, J. D.) of up to 20 authors with the last name preceded by an ampersand (&). For 21 or more authors include the first 19 names followed by an ellipsis (…) and add the last author's name.
- Year of publication: Give the year in brackets followed by a full stop.
- Title of the financial report: Only the first letter of the first word and proper nouns are capitalized.
- Publisher: Give the name of the publisher but omit terms, such as Publishers, Co., and Inc. Retain the words Books and Press.
- URL: Give the full URL of the web page including the protocol (http:// or https://).
Here is the basic format for a reference list entry of a financial report in APA style 7th edition:
Author(s) of the financial report. (Year of publication). Title of the financial report. Publisher. URL
Take a look at our reference list examples that demonstrate the APA style guidelines in action:
A financial report by the US government
Raponi, Michael A. (2015). FY 2014 independent auditor’s report (Report No. 15‐03). Washington, DC: U.S. Government Publishing Office.
A financial report for the US government
Raponi, Michael A. (2015). FY 2014 independent auditor’s report. U.S. Government Publishing Office. https://www.oversight.gov/sites/default/files/oig-reports/16-03_0.pdf
A financial report by an accounting organization
KPMG S.A. (2019). Financial statements 2018 (Report No. 152). Geneva, CH: Nestlé S.A.
A financial report by an accounting organization
KPMG S.A. (2019). Financial statements 2018. Nestlé S.A. https://www.nestle.com/sites/default/files/asset-library/documents/library/documents/financial_statements/2018-financial-statements-en.pdf
This citation style guide is based on the official Publication Manual of the American Psychological Association (6th edition).