How to cite a financial report in Chicago

Chicago style financial report citation

To cite a financial report in a reference entry in Chicago style 17th edition include the following elements:

  1. Author(s) of the report: Give first the last name, then the name as presented in the source (e. g. Watson, John). For two authors, reverse only the first name, followed by ‘and’ and the second name in normal order (e. g. Watson, John, and John Watson). For more than seven authors, list the first seven names followed by et al.
  2. Title of the report: Give the title as presented in the source.
  3. Place of publication: Give the place of publication of the source.
  4. Publisher: Give the publisher name in full.
  5. Year of publication: Give the year of publication as presented in the source.

Here is the basic format for a reference list entry of a financial report in Chicago style 17th edition:

Author(s) of the report. Title of the report. Place of publication: Publisher, Year of publication.

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

Examples

A financial report by an accounting organization

KPMG S.A. Financial Statements 2018. Geneva, CH: Nestlé S.A, 2019.

A financial report for the US government

Raponi, Michael A. FY 2014 Independent Auditor’s Report. Washington, DC: U.S. Government Publishing Office, 2015.

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