Accounting Final Exam

Chapter 9   


Plant Asset 

  • Plant asset → A resource that has physical substance, is used in the operations of a business, and is not intended for sale to customers 

    • Can also be called property, plant, and equipment, property and equipment, and fixed assets  

  • All plant assets EXCEPT LAND decline in service potential over their life  


Land 

  • The cost of land includes: 

    • The cash purchase price 

    • Closing costs and real estate brokers’ commissions 

    • Accrued property taxes and other liens on the land assumed by the purchase  

    • Anything needed to get the land ready for its use  


Buildings 

  • Facilities used in operations, such as stores, offices, warehouses, factories 

  • Building costs include: 

  • Purchase price/contract price 

  • Closing costs 

  • Real estate broker’s commissions 

  • Costs to make the building usable (paint, remodeling, etc) 

  • Excavation costs  


Equipment 

  • Equipment costs include: 

    •  Purchase price + sales taxes 

    • Freight 

    • Assembly and installation    


Expenditures During Useful Life 

  • Ordinary repairs → fairly small amounts that occur frequently like oil changes, tune ups, etc 

Expense XX 

Cash XX 

  • Additions and improvements → increase the efficiency, capacity or useful life of an asset, larger amounts the occur infrequently 

Plant Asset XX 

Cash XX    


Deprecraciation 

  • Depreciation → process of allocating the cost of a plant asset to an expense over its useful life in a rational and systematic process 

    • Depreciation expense = Expense 

    • Accumulated depreciation = Contra Asset Account  

  • BOOK VALUE = Original cost - accumulated depreciation 

  • Factors in computing depreciation: 

  1. Cost → what is needed to have the asset ready for its intended use 

  2. Useful life → ESTIMATE shown in terms of time 

  3. Salvage Value → ESTIMATE of the asset’s value at the end of the useful life  


Straight-line Method  

  • Journal entry: 

Depreciation expense XX 

Accumulated depreciation XX


Disposal of Plant Assets 

  • Three ways this could happen: 

    1. Sale → Equipment is sold to another party 

    2. Retirement → Equipment is scrapped or discarded 

    3. Exchange → Existing equipment is traded for new equipment   

  • If disposal occurs in the middle of the year, the depreciation needs to be brought up to date…THEN a journal entry to eliminate the asset: 

Accumulated depreciation - Asset XX 

Assets XX 

  • Retire a plant asset, journal entry: 

Accumulated Depreciation XX 

Asset XX   


  • Selling a plant asset, journal entry:

Gain: 

Cash XX 

Accumulated depreciation - Asset XX 

Asset XX 

Gain XX 

Loss: 

Cash XX

Accumulated depreciation - Asset XX

Loss  XX 

Asset XX   


Intangible Assets  

  • Intangible assets → Do not have a physical substance, represent rights, privileges, or competitive advantages 

    • Examples - patents, trademarks, copyrights, trade names, franchises/licenses, goodwill   

Limited-life Intangibles 

Indefinite-life Intangibles

  • Expense is called an AMORTIZATION (like depreciation but for intangible assets)

  • NO AMORTIZATION expense  


Patents 

  • Patent → exclusive right to manufacture, sell, or otherwise control an invention for a period of 20 years  

  • Journal entry: 

Amortization Expense XX  

Patents XX   


AMO/Do not AMO 

  • AMO 

    • Copyrights 

  • Do not AMO 

    • Franchises  

    • Trademarks + trade names 

    • Goodwill   


Ratios 

  • Asset turnover = Net sales/Average total assets 

    • Shows how efficiently a company uses assets to generate sales 

    • How many dollars of SALES are generated by each dollar of assets 

  • Return on assets = Net income/Average total assets 

    • Overall measure of profitability 

    • Shows the amount of net income generated by each dollar  


Chapter 10 


Current Liabilities 

  • A debt expected to be paid: 1) From existing current assets, AND 2) Within ONE year 

    • Examples: Accounts payable, current portion of long term debt, unearned revenue, accrued payroll 


Current Maturities of Long-Term Debt 

  • Portion of long-term debt that comes due within ONE year 

  • No adjusting entry required when recording it, but it changes balances sheet presentation  


Unearned Revenue 

  • You were paid for something before goods were provided or services were performed (the company now has a liability) 

  • Journal entry: 

When receiving cash: 

Cash XX 

Unearned revenue XX 

When providing a service: 

Unearned revenue XX 

Revenue XX  


Sales Taxes 

  • Example entry: 

    • Best Clothing Ever sales show $5,400 in sales. The sales tax rate is 8%. So, $5,400/1.08 = $5,000 in sales. 


To record the sale:  

Cash $5,400

Sale $5,000 

Sales Tax Payable $400 


To remit taxes to the taxing authority:  

Sales Tax Payable $400 

Cash $400   


Payroll Deductions 

Required withholdings

Voluntary deductions

  • Federal Income Tax 

  • State and Local Income Taxes 

  • FICA

  • Retirement savings 

  • Insurance 

  • Charity 


Payroll Journal Entries 

Record payroll accrual: 

Salaries and Wage Expense XX

FICA Taxes Payable  XX

Federal Income Taxes Payable XX

State Income Taxes Payable XX

Salaries and Wages Payable XX 

Record Payment of NET wages: 

Salaries and Wages Payable XX

Cash XX 


Bonds 

  • Bond → a form of interest-bearing notes payable issued by corporations, universities, and government agencies  

    • Giving the bond = bond payable 

    • Taking the bond = bond receivable  

  • Terminology: 

    • Maturity date - date the final payment is due 

    • Face value - principal due at maturity 

    • Contractual interest rate - annual rate used to determine cash interest paid  

  • Types of bonds:  

    • Secured - have a specific assets the issuer pledges as collateral for bonds 

    • Unsecured - issues against general credit of borrower (no collateral) 

      • Collateral → is an asset or property that a borrower offers to a lender as security for a loan 

    • Convertible - can be converted into common stock at bondholder’s option  

    • Callable – can be redeemed (bought back) by the issuer prior to maturity, at a stated dollar amount    


Accounting for Transactions 


Discount

Premium

  • Issued BELOW face value 

  • Price of 99 or lower 

  • Issued ABOVE face value 

  • Price of 101 or higher 

  • Market rate → drives what a bond is sold/traded for  


  


Redeeming Bonds  

  • Redeeming bonds at maturity, journal entry: 

Bonds Payable XX 

Cash XX   


Ratios  

  • Liquidity ratio 

    • Current ratio = current assets/current liabilities  

    • Measures short term ability to pay obligations and meet unexpected cash needs

  • Solvency ratios 

    • Debt to total assets = total liabilities/total assets  

    • Measure ability to survive over a long period of time  


Chapter 11   


Corporation  

  • Corporation → a legal entity that has rights and privileges, corporations can be classified by purpose and ownership  

Pro

Con

  • Limited liabilities/no personal liability 

  • Easier to raise money 

  • Easier to transfer ownership 

  • Separate legal existence and continuous life 

  • Stockholders manage corporation indirectly thought the board of directors, who they elect  

  • Stockholders have little say in the day to day goings on in the company 

  • Two types of stock: 

    • Preferred 

    • Common 

      • When a corporation has only one class of stock   


Stock Issue Consideration  

  • Authorized stock  

    • The amount of stock that a corporation may sell 

    • Does NOT result in a journal entry 

  • Par and No-par Value 

    • Par value - capital stock that has been assigned a value per share in the corporate charter  

    • No-par value - capital stock that has not been assigned a value in the corporate charter  

    • The board of directors may assign a stated value to the no-par shares (or it can be truly no par) 

  • Market value → what the stock sells for    





Issue Common Stock 

  • Assume Ziggy issues 1,000 shares of $1 par value common stock at par for cash. Journal entry:   

Cash $1,000 

Common stock $1,000  

  • If Ziggy issues an additional 1,000 shares of the $1 par value common stock at $5 per share, what is the journal entry?  

Cash (1,000 x 5) $5,000 

Common stock ($1,000 x 1) $1,000 

Paid-in Capital in excess of par $4,000    

  • If there is no par value - If there is no stated value or par value on the Ziggy transaction for 1,000 shares at $5 each, the journal entry is: 

Cash $5,000 

Common Stock $5,000  


Treasury Stock  

  • Treasury stock → stock that the company has bought back from shareholders and is holding onto for future use, no journal entry needed 


Dividend    

  • Dividend → a distribution by a corporation to its stockholders on a pro rata basis  

    • Types of divided: 

      1. Cash 

      2. Stock  


Dates and Journal Entries for Cash Dividends   

Declaration date → BOD authorizes cash dividend and announces it to stockholder 

Cash Dividends XX 

Dividends Payable XX 

Record date → Ownership of the outstanding shares is determined, no entry required  

↓  

Payment date → Dividend checks are mailed to stockholders of record 

Dividends Payable XX 

Cash XX   

Ratios 

  • Payout ratio = cash dividends declared on common stock / net income

    • Measures a company’s dividend record 

    • Shows the earning a company distributes as a cash dividend to common stockholders  

  • Return on Stockholders’ equity = (Net income - preferred dividends) / AVERAGE common stockholders’ equity 

    • Measures profitability from common stockholder’s viewpoint 

    • Shows corporate performance through profitability