Control accounts principles of accounting

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Control Accounts - Principles Of Accounting

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Control Accounts are the total accounts used for checking the arithmetical accuracy of each of ledger separately. A control account contains the same information as the individual ledger accounts which it controls, but in total. Purposes of control accounts 1. To act as a check on the accuracy of the totals of the balances in the sales and purchases ledgers. 2. To provide totals of debtors and creditors quickly when a trial balance is being prepared. 3. To identify the ledger(s) in which errors have been made when there is a difference on the trial balance. 4. To act as an internal check on the work of the sales and purchases ledger clerks – to detect errors and deter fraud, under the charge of a responsible person

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Set off / contra entries. Sometimes, the same person may be a debtor as well as a creditor for the business. At the end of the month, the smaller amount in his account from one ledger is transferred to his account in the ledger with large amount. The entry passed for recording this transfer is known as set off or contra entry. Key Points

Control accounts are considered as total accounts. Debtors ledger control account is also known as sales ledger control account or total debtors

account. Creditor’s ledger control account is also known as purchases ledger control account or total creditors

account. Balance in sales ledger control account is the balance of debtors at the year end and balance in

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purchases ledger control account is balance of creditors. Cash sales and cash purchases are not recorded in the control accounts.

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The double entry to record set off from purchase ledger to sales ledger is to debit purchase ledger control account and credit sales ledger control account.

Dishonoured cheque which was received from debtors is shown in the debit side of the sales ledger control account.

Interest on overdue accounts charged from customers and refunds to customers for overpayments by them are shown on the debit side of sales ledger control account.

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Interest charged by suppliers and refunds received from suppliers for overpayments to them are recorded in the credit side of purchases ledger control account.

Provision for bad debts is not included in sales ledger control account Small balance in a control account represents advance payments, overpayments etc.

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Sources of information for items appearing in the sales ledger control account

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1. Credit sales- sales day book – total. 2. Returned cheques (unpaid cheques) – cash book- payments side/ bank statement. 3. Interest charged to debtors- Interest received account. 4. Cash or cheques from debtors – cash book-receipts side. 5. Discount allowed – cash book (debit side) or discount allowed account. 6. Sales returns – sales returns day book total. 7. Bad debts written off – general journal or bad debts account. 8. Set off or contra entries- general journal. The format of sales ledger control account

http://principlesofaccounting2.com/ http://principlesofaccounting2.com/ Sources of information for items appearing in the sales ledger control account

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Control Accounts - Principles Of Accounting

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1. Credit sales- sales day book – total. 2. Returned cheques (unpaid cheques) – cash book- payments side/ bank statement. 3. Interest charged to debtors- Interest received account. 4. Cash or cheques from debtors – cash book-receipts side. 5. Discount allowed – cash book (debit side) or discount allowed account. 6. Sales returns – sales returns day book total. 7. Bad debts written off – general journal or bad debts account. 8. Set off or contra entries- general journal. Format of purchase ledger control account

http://principlesofaccounting2.com/ http://principlesofaccounting2.com/ Control Account Questions: Q1.The following balances have been extracted from the books of a business on 31 may 2006 Prepare the Sales Ledger control account $ Opening Debtors Receipts from debtors

6 000 11 400

Discounts allowed

600

Returns Inwards

500

Bad debts written off Set off from purchase ledger Credit sales of goods Credit balances on 31 May 2006

500 1 000 15 000 200

/ http://www.principlesofaccounting2.com/ Dishonored cheques

100

Interest charged from debtors

100

Cash refunds to customers

50

Q2.The following balances have been extracted from the books of a business on 31 may 2006 Prepare the Sales Ledger control account $ Opening Debtors

10 000

Receipts from debtors

21 500

Discounts allowed

500

Returns Inwards

300

Bad debts written off

100

Set off from purchase ledger Credit sales of goods Credit balances on 31 May 2006 Dishonored cheques

800 25 000 300 1000

Interest charged from debtors

200

Cash refunds to customers

100

Q3. The following balances have been extracted from the books of a business that uses control accounts. The business makes up the control accounts on 31 may 2006.Prepare the Purchases Ledger Control Account $ Opening Creditors

4 000

Payments to creditors

7 600

Discounts received

400

Purchases returns

500

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1 000

Interest charged by suppliers

200

Cash refunds from suppliers

100

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Control Accounts - Principles Of Accounting

Credit Purchases

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12 000

Q4.The following balances have been extracted from the books of a business that uses control accounts. The business makes up the control accounts on 31 may 2006. Prepare the Purchases Ledger Control Account $ Opening Creditors Payments to creditors

6 000 10 400

Discounts received

600

Purchases returns

750

http://principlesofaccounting2.com/ http://principlesofaccounting2.com/ Set off from Sales Ledger

1 500

Interest charged by suppliers

300

Cash refunds from suppliers Credit Purchases

150 18 000

Q5. The following details are available from the books of Weston for the month of May, 2003.Prepare Sales ledger control account and Purchases ledger control account. $ Opening debtors

4 000

Opening creditors

3 800

Cash received from debtors

8 000

Cheques received from debtors

60 000

Cheques paid to creditors Cash paid to creditors Bad debts written off during the year

55 000 7 000 750

Discount allowed

1 250

Discount received

1 000

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800

Returns outwards

500

Transfer from purchases ledger to sales ledger

500

Credit sales

80 000

Credit purchases

71 000

Q6. From the following information prepare the sales ledger control account and purchases ledger control account. $ Opening debtors Opening creditors

12 000 8 000

Credit sales

30 000

Credit purchases

25 000

Returns inwards

500

Returns outwards

800

Discounts allowed

1 000

Discounts received

300

Bad debts written off

200

Cash paid to creditors

2 500

Cheques paid to creditors

20 000

Cheques received from debtors

25 000

Cash received from debtors

4 500

Customers cheques returned unpaid Set off from sales ledger to purchases ledger

1 000 600

http://principlesofaccounting2.com/ http://principlesofaccounting2.com/ Q7.

The following details are available from the books of Mathews for the month of June, 2003.

Prepare the sales ledger control account and purchases ledger control account for the month of June, 2003. $

Sales ledger control account balance b/d

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10 000

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Purchases ledger control account balance b/d

8 000

Purchases for the month

12 000

Sales for the month

16 000

Returns inwards

1 000

Returns outwards

400

Payments to creditors

11 000

Receipts from debtors

15 000

Customers’ cheques returned unpaid Bad debts written off

500 300

http://principlesofaccounting2.com/ http://principlesofaccounting2.com/ Discount received

550

Discount allowed

750

Transfer from purchases ledger to sales ledger

600

Credit balance in sales ledger control account

600

Debit balance in purchases ledger control account

200

Q 10. The following information is relating to the business of Anson for the month ended 31st March 2003:Credit sales and return inwards are subject to 10% trade discount on list price. 1st March 2003

Debtors

31 March

Creditors Credit sales at list price

4,000 2,000 2,00,00 5,000 1,500

Cash sales Returns inwards at list price

12,000 1,500

Credit purchases Discount allowed

1,400 900

Discount received Customer’s cheque returned by bank with remarks of “insufficient funds” Interest charged on overdue debts

/ http://www.principlesofaccounting2.com/ 250

750 7,000

Return outwards Cheques paid to suppliers

15,000 300

Cheques and cash received from credit customers Credit balance in sales ledger

600

Bad debts written off

Required:1. Make sales ledger control accounts of Mr. Ibrahim for the month of March 2003. 2. Calculate total Turn over on 31st March 2003 Q11.

The following information was obtained from the books of K. Vasanthi.

1st April 2003

Trade debtors Trade creditors Stock in trade

31st March 2004 Credit sales Credit purchase at list price* Purchase return at list price* Sales return Cash and cheque received from debtors Customers cheque dishonored Cash and cheque paid to suppliers Discount received Discount allowed Interest charged to customers on Overdue accounts Bad debts written off Balance in the sales ledger set off against balance in the purchase ledger Cash refunds from suppliers for over payments Debit balance in purchase ledger Credit balance in sales ledger

$ 19,012 5,160 15,000 40,690 14,400 400 240 39,160 500 10,340 380 420 140 310 700 120 80

124 260 Overdue interest charged by our suppliers 360 Cash refunds for over payments made by customers *All purchases and purchase returns were subject to a trade discount of 20%off the list price. During the year cash sales were $ 22 000 and cash purchase were $ 12,500.

http://principlesofaccounting2.com/ http://principlesofaccounting2.com/ *On 31st March 2004 the stock in trade was valued at $ 12,500.

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Required:1. Total Debtors Account for the year ended 31st March 2004 2. Total Creditors Account for the year ended 31st March 2004. 3. c. Calculate the Gross profit of the business for the year ended 31st march 2004.

Q12. The following details are available from the books of a business for the year ended 31st December 2002:$ On 1-1-2000

The balance in the provision for bad debts account

On 31-12-2000

Total debtors

$ 400

On 1-1-2002

Purchase ledger control account balance

$ 12 700

On 1-1-2002

Sales ledger control account balance

$ 14 200

$12 000

http://principlesofaccounting2.com/ http://principlesofaccounting2.com/ On 31-12-2002:

Cheque issued to suppliers

$ 19,200

Cheque received from customers

$ 50,400

Discount allowed

$

400

Discount received

$

600

Returns inwards

$ 1 000

Return outwards

$

Bad debts written off

900

$ 1 200

Dishonored cheque returned to us

$ 1 200

Credit sales

$ 52 000

Credit purchases

$ 28 000

Set off from purchase ledger to the sales ledger

$ 2 000

5% of year end debtors should be created as provision for bad debts Required to prepare:a. Purchase ledger control account for the year ended 31st December 2002

/ http://www.principlesofaccounting2.com/ b.Prepare the sales ledger control account for the year ended 31st Dec 2002.

c.The provision for bad debts a/ct and the balance sheet extracts for the 3 years ended 31st Dec 2000,2001 and 2002.

Q13. The following details are available from the books of a business for the year ended 31st December 2002:$ On 1-1-2000

The balance in the provision for bad debts account

On 31-12-2000

total debtors

600

On 1-1-2002

Purchase ledger control account balance

19 150

On 1-1-2002

Sales ledger control account balance

21 300

18 000

On 31-12-2002: Cheque issued to suppliers

28 800

Cheque received from customers

75 600

Discount allowed

600

Discount received

900

Returns inwards

1 500

Return outwards

1 200

Bad debts written off

1 800

Dishonored cheque returned to us

1 800

Credit sales

78 000

Credit purchases

42 000

Set off from purchase ledger to the sales ledger

3 000

5% of year end debtors should be created as provision for bad debts Required to prepare:- Purchase ledger and sales ledger control accounts for the year ended 31st December 2002 MCQ

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1. What is the source of information for credit sales for preparing the control accounts? 1. Sales account in the General ledger B. Sales journal

C. General journal

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D. Sales ledger

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1. Which of the following is not considered while preparing the sales ledger control account? A. Opening balance of debtors

B. Discount received

C. Discount allowed

D. Returns inwar

3. Which item will appear on the debit side of a debtors ledger control account? A. Cash sales

B. Cheques received

C. Return inwards

D. Sales on credit

4. Which item will appear on the credit side of a purchase ledger control account? A. Cheques paid

B. Discount received

C. Credit purchases

D. purchases returns

http://principlesofaccounting2.com/ http://principlesofaccounting2.com/ 5. What is the purpose of preparing the control accounts? A. To calculate the total sales B. To calculate the closing debtors only C. To calculate the closing creditors only D. To check the arithmetical accuracy of each ledger separately.

6. What is the alternative name of the sales ledger control account? A. Total debtors account C. Purchases account

B. Total creditors account D. sales account.

7. Cash is refunded to customer, who had overpaid his account. In which ledger control account it is recorded? 1. Debit side of sales ledger control account. 2. Credit side of sales ledger control account. 3. Debit side of purchase ledger control account. 4. Credit side of purchase ledger control account. 5.

/ http://www.principlesofaccounting2.com/ 8. A refund was received from a supplier for excess payment made by us. Where should it be recorded?

A. Debit side of sales ledger control account. B. Credit side of sales ledger control account. C. Debit side of purchase ledger control account. D. Credit side of purchase ledger control account.

9. A purchase ledger control account is prepared from the following list of items:Total creditors at the start of the month $ 900 Credit purchases

$ 12000

Customers’ debts written off

$ 200

Cash paid to creditors

$ 11800

Returns inwards

$ 300

What is the closing balance? A. $ 600

B. $900

C. $ 1100

D. 1400

10. The table shows details of sales ledger:Sales ledger opening balance

$

Total credit sales

1894

$ 10290

Cheques received from customers Cash received form customers

$ $

Returns inwards

$

7284 1236 296

What is the closing balance of debtors? A. $ 3664

B.$ 3072

C. $ 3368

D. $ 2664

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control accounts what is control account debtors control account control account Purposes of control account rekening kontrol kas sales ledger control account sales ledger control account questions transferring sales day book to control uses of control account

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