Final accounts with adjustments principles of accounting

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Final Accounts with adjustments - Principles Of Accounting

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http://principlesofaccounting2.com/ http://principlesofaccounting2.com/ Final Accounts with adjustments The Final Accounts of a sole trader ( With Adjustments)

The trading and profit & loss account and balance sheet prepared at the end of a year is known as Final accounts. While preparing the final accounts, there may be some items so far not adjusted. These items are to be adjusted in the final accounts for calculating the correct profit or loss of the business. The usual adjustments in the final accounts are:a. Expenses owing :- These are the expenses incurred during the year but not paid in cash. This amount will be paid in the near future (next year). The owing expense is to be added with the amount of same expense already paid given in the trial balance and it should be shown in the balance sheet

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Debit

The double entry for recording the expenses owing is

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Credit

Expenses account Expenses owing account

This expense is also known as outstanding expenses, expenses payable or expense payable. b. Prepaid expense. :- This is the expense paid during the year for the benefit of the next year. The portion of the expense which is prepaid is to be deducted from the total expenses already paid during the year (given in the trial balance) and shown as current asset in the balance sheet.

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The double entry for recording the prepaid expense is Debit Credit

Prepaid expense account and Expense account

This expense is also known as expense paid in advance or unexpired expense c. Accrued income:- The income earned during the year but not received in cash is known as accrued income. The amount of accrued income is to be considered as current year’s income and added with the concerned income received during the year(given in the trial balance) and shown as a current asset in the balance sheet.

Non-Profit Accounting

The double entry for recording the accrued income is:

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Debit

Accrued income account and

Credit

Income account

The accrued income is also known as outstanding income.

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d. Income received in advance:- This is the income received during the year for the services to be rendered during the next year. Since this income is not related to the current year, it should be deducted from the concerned income (given in the trial balance) and shown as a current liability in the balance sheet. The double entry for recording the income received in advance is: Debit

Income account and

Credit

Income received in advance

This is also known as unexpired income. e. Depreciation:- The part of the cost of a fixed asset that is consumed by a business during the period of its use is known as depreciation. It is considered as an expense in the business therefore shown as an expense in the profit & loss account and deducted from the cost price of the concerned fixed asset in the balance sheet. The double entry for recording depreciation is:

http://principlesofaccounting2.com/ http://principlesofaccounting2.com/ Debit

Profit & loss account and

Credit

Depreciation account

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Final Accounts with adjustments - Principles Of Accounting

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f. Bad debt:- The part of the amount of debtors which cannot be recovered is known as bad debt. It is an expense to be shown in the profit & loss account. If the bad debt appears in the trial balance, it is known as bad debt written off and shown in the profit & loss account only. If bad debt information appears among the adjustment points below the trial balance, then it should be shown as an expense in the profit & loss account and shown as a deduction from the debtors in the balance sheet under the heading “current assets”. The double entry for recording the bad debt is: Debit

Bad debt account and

http://principlesofaccounting2.com/ http://principlesofaccounting2.com/ Credit

Debtors account

g. Goods drawings by the owner for his personal use:-

The amount of goods withdrawn by the owner for his personal use is to be considered as drawing. The double entry for recording the goods drawings is: Debit

Drawings account and

Credit

Purchase account or sales account

The amount of goods drawings should be deducted form purchases and capital in the balance sheet. MCQ 1. A company which can offer its shares for subscription to the public is known as: A. Private company

B. Public limited company

C. Public corporation

D.Corporation

2. What is the authorized share capital of a limited company? A. The issued share capital

B. Issued share capital plus reserves

C. Issued share capital plus debentures D. The shares that a company is allowed to issue by law 3. The liability of share holders of a public limited company is limited to:

/ http://www.principlesofaccounting2.com/ A. paid up value of shares

B. nominal value of shares

C. extent of private assets

D. called up share capital

4. What is the other name of authorized capital? A. issued capital

B. Nominal capital

C. Uncalled capital

D. Calls in arrears

5. The debenture interest paid is recorded in which part of the final accounts of a limited company? A. Trading account

B. Profit and loss account

C. Profit and loss appropriation account

D. Balance sheet

6. The dividend is calculated on which of the following values of shares? A. Authorized share capital C. Called up share capital

B. Issued share capital D. Paid up share capital

7. Which of the following is not included in the share holders’ funds? A. Debentures

B. General reserves

C. Ordinary share capital

D. Preference share capital

8. Retained profit of a limited company belongs to the: A. directors’

B. debenture holders’

C. shareholders

D. company

9. Proposed dividends are; A. shown as a current liability on the balance sheet B. debited with other business expenses in the profit and loss account C. paid from capital reserves D. credited to the appropriation account 10. In the final accounts of a limited company, directors’ remuneration is: A. debited in the trading account

B. debited in the profit and loss account

C. debited in the appropriation account

D. deducted from share capital in the B.S

11. Under which heading is share premium account shown?

http://principlesofaccounting2.com/ http://principlesofaccounting2.com/ A. Current assets

B. Current liabilities

C. Share capital

D. Reserves & Surplus

12. The interim dividend paid is shown in the: A. profit and loss account

B. profit and loss appropriation account only

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Final Accounts with adjustments - Principles Of Accounting

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C. profit and loss account and balance sheet D. profit and loss appropriation account and balance sheet Assignment Questions Q 1.

The following trial balance was taken from the books of a sole trader for the year ended

31st Dec 2003:Debit $

Account balances Purchase & sales

Credit $

92 300 5 200

Carriage inwards Drawings

1 90 300

5 000 4 500

Rent, rates & insurance Postage

http://principlesofaccounting2.com/ http://principlesofaccounting2.com/ 3 000 2 700

Stationery Capital

59 400

55 000

Machinery Buildings

45 000 15 000

Furniture & Fittings Debtors & Creditors

14 500

Commission received Opening stock

13 200 7 000

1 000 2 500

Cash at bank Cash in hand

1 800 250

Discounts Bad debt

3 920

800 22 120

Salaries & Wages Advertising

1 850 1 200

Carriage outwards Returns in & out

800 2 74 520

Total

700 2 74 520

Consider the following points at 31st December 2003:1. The closing stock was valued at $ 12 400

/ http://www.principlesofaccounting2.com/ 2. Rent, rates & insurance was owing by & 500. `

3. Commission received in advance is $ 1 000.

4. Salaries & wages owing $ 880.

5. Advertisement expense is prepaid by $ 350. 6. Carriage inwards payable $ 800. From the above information, you are required to prepare at 31st December 2003:a. The Trading & Profit & loss account b. The Balance Sheet Q 2.

The following account balances were extracted from the books of a sole trader

for the year ended 31st December 2003:Stock on 1st Jan 2003

12 300

Sales

Purchases 1 58 000

Rent paid

7 000

Motor Car

10 500

1 25 000

Discount received

Fixture & fittings

2 400 13 500

Advertising

1 960

Motor van expenses

1 120

Heating & lighting

1 200

Wages to assistant

6 000

Accountant’s fee

Insurance

700

Creditors

2 700

Bank overdraft

3 840

Drawings Capital Carriage inwards

9 000 27 210

Debtors

1 200 3 100

Cash in hand Bank charges Interest received License & taxes

1 000

250 270 1 400 500

Carriage outwards st

The following points are to be considered at 31

950

Dec 2003:-

1) The closing stock was valued at $ 10 500

2) Rent prepaid was $ 1 000

3) Motor van expenses owing

4) Interest earned but not received $ 600

$ 200

http://principlesofaccounting2.com/ http://principlesofaccounting2.com/ 5) Wages to assistant outstanding $ 1 200

6) License and taxes payable $ 300

From the above information, you are required to prepare:a. The trading & profit & loss account for the year ended 31st Dec 2003-05-03

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Final Accounts with adjustments - Principles Of Accounting

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b. The balance sheet at 31st Dec 2003.

Q 3.

The following trial balance was extracted from the books of a sole trader for the year ended

31st March 2003:Account balances Purchases & Sales

Debit

Returns Carriage inwards

$ Credit $ 39 600 76 000 300 450 1 200 900

Carriage outwards Opening stock

http://principlesofaccounting2.com/ http://principlesofaccounting2.com/ 5 200 7 550

Salaries Commission

670 3 000

Wages Debtors & Creditors

8 000 500

Discounts Plant & Machinery

4 200 800

19 000 450

Rates Furniture & Fittings

6 500 3 500

Bank overdraft Office expenses

150 600

General expenses Cash in hand

250 5 000

Bank Loan Capital 93 870

Total

3 920 93 870

Adjustments:1) The stock on 31-3-2003 was valued at $ 6 500 3) Rates prepaid $ 150

2) Carriage outwards was owing by $ 100

4) Rent for the year was earned but not received $ 700

5) General expenses owing $ 180

/ http://www.principlesofaccounting2.com/ From the above information you are required to prepare at 31st March 2003:a. The Trading and profit & loss account b. The Balance sheet Q 4.

The following trial balance was extracted from the books of Martin klin for

the year ended 31st Dec 2003:Debit balances Purchases Stock on 1-1-2003 Cash in hand Discount allowed Returns in Carriage outwards Rent & insurance Fixtures & Fittings Delivery van Debtors Drawings Wages & salaries General office expenses Total Adjustments:-

$ Credit balances 22 600Sales 5 200Capital 190Bank overdraft 1 400Discount received

$ 40 700 5 580 7 000 900

810Returns out 2 160Commission received 1 700Creditors 1 000

570 660 6 000

2 300 11 900 2 800 8 900 450 61 410Total

61 410

1. The closing stock was valued at $ 6 700 at 31st Dec 2003-05-03 2. Wages & salaries was owing by $ 1 100 3. General office expenses owing $ 150

http://principlesofaccounting2.com/ http://principlesofaccounting2.com/ 4. Rent prepaid is 280

5. Commission receivable $ 140

From the above information, Prepare:-

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Final Accounts with adjustments - Principles Of Accounting

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a. The trading and profit & loss account for the year ended 31st Dec 2003 b. The balance sheet at 31st Dec 2003

Q 5.

The following trial balance had been taken from the books of a sole trader for the year ended

31st Dec 2003:Account balances Purchases & sales

Debit $

Credit

70 000 1 500

Returns in & out Carriage inwards

$

1 46 000 1 600

6 000 3 000

Carriage outwards Discount received

http://principlesofaccounting2.com/ http://principlesofaccounting2.com/ 6 100

2 000

Telephone charges Rent paid

700 1 100

Advertisement Debtors & Creditors

7 700

Bank loan Cash in hand

3 750 1 000

Power charges Salaries & wages

12 000 40 000

Premises at cost Plant at cost

35 000 15 000

Machinery at cost Motor car at cost

38 000 75 800

Capital Drawings Stock on 1-1-2003 Total Additional information:-

2 000 10 000

1 250 3 500 2 41 500

2 41 500

1. The stock on 31st Dec 2003 was valued at $ 4 750 2. Power charges unpaid at 31st Dec 2003 was $ 2 000 3. Salary paid in advance at 31st Dec 2003 was $ 3 000

/ http://www.principlesofaccounting2.com/ 4. depreciate all the fixed assets @ 10 % p.a. on cost 5 Provide the provision for bad debts at $ 500

From the above , you are required to prepare:-

The trading and profit & loss account for the year ended 31st Dec 2003 and a balance sheet

Q 6.

The following trial balance was taken from the books of a sole trader for the

Year ended 31st March 2004:Account balances Opening stock Purchases and Sales Carriage inwards Stationery Debtors & Creditors Plant & Machinery Buildings Furniture

Debit $ 2 000 25 600 1 400 500 8 000

44 600

6 000

10 000 11 000 4 000 1 000

Repairs to building Carriage out

1 600 9 800

Salaries & wages Office expenses

200 2 500

General expenses Drawings & Capital

2 500 1 200

Cash in hand Interest paid

200 2 100

Discount allowed & received Commission paid

30 700

3 000

200 1 500

Rent & rates Returns Bank Total Notes:-

Credit $

200

500 700

85 500

85 500

http://principlesofaccounting2.com/ http://principlesofaccounting2.com/ 1. The stock on 31-3-2004 was valued at $ 4 200

2. Salaries & wages owing for the year ended 31st March 2004 was $ 1 200 3. 2.5% of the debtors should be written off as bad debt

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Final Accounts with adjustments - Principles Of Accounting

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4. Provide provision for depreciation on all the fixed assets @ 10% p.a. 5. Rent & rates paid in advance $ 200 6 The owner had taken goods costing $ 600 for his own use not entered in the books of the business Required prepare :a. The trading and profit & loss account for the year ended 31st March 2004. b. The balance sheet at 31st March 2004. Following is the trial balance extracted from the books of Mr. Young, a sole trader, for the

Q7

Year ended 31st Dec 2002:-

http://principlesofaccounting2.com/ http://principlesofaccounting2.com/ Account balances

Debit $

Credit $ 37 470

Capital on 1st Jan 2002 Debtors & Creditors Premises

1 500 50 000

Loan ( payable after 5 years) Furniture & Equipment at cost

10 000

10 000 4 000

Provision for depreciation on Furniture& equipment 120 750

Cash in hand Maintenance cost of equipment Stock on 1-1-2002 Drawings

250

1 500 12 000

Rates Heating & lighting

1 100 1 300

Postage &telegram Repairs to premises

1 250 1 400

Purchases and sales Wages

14 000 1 800

45 000

96 720

96 720

Total

Prepare Trading and profit & loss account for the year ended 31st Dec 2002 and the balance as at that date after taking into account the following:-

sheet

1. The closing stock was valued at $ 2 700

/ http://www.principlesofaccounting2.com/ 2. Heating & lighting unpaid at 31-12-02 was $ 250

3. Depreciate furniture & equipment by 10% on cost. 4. Rates paid in advance at the year end was $ 100

5. Interest on loan for the whole year @ 10% p.a. is outstanding The following trial balance was taken from the books of a sole trader for the year ended

Q 8. st

31

Dec 2002:-

Account balances Purchase & sales Returns in & out Carriage General expenses Salaries & wages Commission Discount from creditors Discount to debtors Interest Rent Rates & taxes Advertisement Office expenses Bad debt Furniture Land & buildings Plant & Machinery Provision for depreciation on :-

Debit $ Credit $ 68 000 1 20 210 1 000 7 700 360 13 760 600 300 550 1 000 2 500 870 1 010 750 1 200 5 000 30 000 15 000 500

Furniture Plant & machinery Land & building Debtors & creditors Drawings & capital Provision for bad debt

700

1 500 3 000 8 000 2 000

4 500 38 920

http://principlesofaccounting2.com/ http://principlesofaccounting2.com/ Cash in hand Cash at bank

Opening stock Total

760

3 120 4 000 5 000

1 70 990

1 70 990

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Final Accounts with adjustments - Principles Of Accounting

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Adjustments:1. The stock at the end was valued at $ 6 250 2. Salaries and wages owing at the end of the year was $ 1 240 3. Commission accrued $ 200 4. Increase the provision for bad debts by $ 240 5. Provide the provision for depreciation on all the fixed assets @ 10% p.a. 6. $ 4 500 of the carriage represents carriage on goods purchased 7. The owner had taken goods costing $ 900 for his own use, not recorded in the books Prepare the set of final accounts at 31st Dec 2002

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The trial balance shown below was extracted from the books of a sole trader for the year ended

Q 9. st

31

March 2003:-

Account balances Purchases & Sales

Debit $ Credit $ 60 000 1 26 000 1 500 1 600

Returns inwards and outwards Carriage inwards

600 300

Carriage outwards Discount received

3 100 700

Rent paid Communication expenses

2 000 1 100

Advertisement Debtors and creditors

5 000

Bank loan (long term) Cash in hand

2 000 10 000

3 750 1 000

Power charges Salaries & wages

12 000 50 000

Premises Plant

25 000 10 000

Machinery Motor Car

40 000

/ http://www.principlesofaccounting2.com/ 75 000

Capital Drawings

1 250 3 500

Stock on 1-1-2003 Total

2 17 700

2 17 700

1. Stock at 31st March 2003 was valued at $ 4 750

Notes:-

2. Power charges unpaid at the end of the year was $ 2 000 3. Salaries paid in advance at the end of the year was $ 3 000 4. Depreciate all the fixed assets @ 10% p.a. 5. Interest on bank loan @ 7% p.a. is owing for the whole year 6. Create the provision for bad debt at 5% on debtors. Prepare the set of final accounts as at 31st Dec 2003

Q 10.

The following trial balance was taken form the books of Alfred for the year ended 31-12-03

Debit balances Returns inwards Drawings Land & building Plant & machinery Debtors Purchases Rent Postage & telegram Advertising Cash in hand Stock on 1-1-03 Wages Telephone charges Salaries Printing & Stationery Commission Travelling

$

Credit balances 30 00Capital 70 00Creditors 20 000Sales 45 000Provision for bad debts 40 500Purchase returns 85 000

$ 1 00 000 26 000 1 69 000 1 000 4 000

3 000 500 10 000 10 500 23 000 13 000 500 13 250 890 5 100 1 500 6 300

http://principlesofaccounting2.com/ http://principlesofaccounting2.com/ Carriage inwards Motor van

Cash at bank Total

1 900 10 060

3 00 000 Total

3 00 000

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Final Accounts with adjustments - Principles Of Accounting

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Adjustments:1. The closing stock was valued at $ 15 000 2. Rent owed by $ 600 3. Salaries Payable at the end of the year was $ 250 4. Commission paid in advance was $ 1 100 5. Provide for the provision for bad debt at 5% on the year end debtors 6. Depreciate land and building @ 5% , Plant and Machinery and Motor Van @ 10% p.a. on cost Required to prepare at 31st Dec 2003:a. The trading & profit & loss account

b. The balance sheet

http://principlesofaccounting2.com/ http://principlesofaccounting2.com/ Q 11.

The following trial balance was related to a sole trader at 31st Dec 2003

Account balances Purchases & Sales Opening stock Carriage outwards

Debit $

Credit $

11 556 3 776

18 000

326 234

Carriage inwards Returns

355

440 2 447

Salaries & wages Motor expenses

664 576

Rent Sundry expenses

1 202 2 400

Motor vehicles Fixtures & fittings

600 4 577

Debtors & Creditors Provision for bad debts

3 000 600 200

Prov: for depreciation : Motor vehicle Fixtures &

50

Fittings Cash at bank

3 876 120

Cash in hand Drawings and capital

2 050 34 844

Total Adjustments:-

12 639 34 844

/ http://www.principlesofaccounting2.com/ 1) The closing stock was valued at $ 4 998

2) Salaries and wages unpaid at the end of the year was $ 533 3) Depreciate motor vehicle @ 10% and Fixture & fittings @ 5% p.a. on cost 4) Rent paid in advance was $ 176

5) Carriage inwards owing was $ 66

6) Increase the provision for bad debts to $ 800 From the above information, you are required to prepare the set of final accounts at 31st Dec 2003

Q 12.

From the following trial balance, prepare trading and profit & loss account and balance sheet

at 31st Dec 2001:Debit $

Account balances Capital Plant & machinery Salaries

18 000 8 500

Repairs Wages

1 600 28 000

Cash in hand Land & buildings

2 500 74 500 1 23 500

Purchases & Sales Bank overdraft

1 500

Provision for bad debt Debtors & Creditors

45 000

500 26 300 8 000 500

Discount received Prov. For depreciation : Plant & machinery

1 500

Land & Buildings Stock on 1st Jan 2001 Advertising

2 49 000 3 800

1 500

Discount allowed Commission received

Bad debts

Credit $ 50 000

1 000 37 000 600

http://principlesofaccounting2.com/ http://principlesofaccounting2.com/ Office expenses Fixtures & fittings

1 000 4 000

Stationery Interest

400 2 000

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Final Accounts with adjustments - Principles Of Accounting

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1 500

Rent & rates Bank loan ( long term )

9 500 350600

Total Adjustments:-

350600

1. The closing stock was valued at $ 30 000 2. Salaries owing amounted to $ 1 500 and repairs outstanding $ 400 3. Commission received in advance $ 300 4. The provision for bad debts should be at 1% of the year end debtors 5. Depreciate all the fixed assets @ 10% p.a. on cost 6. Rent & rates was prepaid by $ 200

http://principlesofaccounting2.com/ http://principlesofaccounting2.com/ 7. Goods taken by the owner for his personal use not recorded in the books $ 1 000

Q 13.

T. Burton is a retailer whose trial balance at 31st Dec 1999 is given below:-

Account balances Purchases & Sales

Debit $

Credit $

72 000

1 19 400 750

Returns Carriage inwards Wages and salaries General expense Cash at bank Petty cash Premises Fixtures & Fittings Stock on 1st Jan 1999 Trade Debtors & Creditors Motor Vehicles at cost Provision for depreciation on Motor

930 27 670 4 750 4 210 150 62 520 9 000 5 550 7 200 13 150

4 850 2 630

Vehicles Capital at 1stJan 1999 3 000 Drawings 210 130 Total The following additional information is also available:-

82 500 210 130

/ http://www.principlesofaccounting2.com/ 1. Stock at 31st Dec 1999 was valued at $ 5 200

2. General expenses of $ 400 have been paid for the year 2000 3. A debt of $ 200 is to be written off as bad debt

4. A provision is to be made for doubtful debts of 5% on Debtors at 31st Dec 1999 5. Depreciation for 1999 is to be provided as follows:Fixtures & Fittings at 10% using the straight line method Motor Vehicles at 20% using the reducing balance method Required to prepare:a. The Trading and Profit & loss account for the year ended 31st Dec 1999 b. The Balance sheet at 31st Dec 1999 Incoming search terms:

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