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Lecture Note Accounting

The document outlines the importance of Trading and Profit and Loss Accounts in assessing a business's financial performance at the end of an accounting period. It details the components, objectives, and formulas for calculating gross profit and net profit, along with formats for both accounts. Additionally, it provides a practical example with figures for preparing these financial statements for Bright Star Enterprises for the year ended December 31, 2025.

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0% found this document useful (0 votes)
1 views4 pages

Lecture Note Accounting

The document outlines the importance of Trading and Profit and Loss Accounts in assessing a business's financial performance at the end of an accounting period. It details the components, objectives, and formulas for calculating gross profit and net profit, along with formats for both accounts. Additionally, it provides a practical example with figures for preparing these financial statements for Bright Star Enterprises for the year ended December 31, 2025.

Uploaded by

alakushedrack
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

Trading, Profit and Loss Account

Introduction

A Trading Account and a Profit and Loss Account are important financial statements prepared by
businesses at the end of an accounting period. They help determine whether a business has made a
profit or incurred a loss and provide information about its financial performance.

Trading Account

Definition

A Trading Account is a financial statement prepared to determine the gross profit or gross loss made
from buying and selling goods during an accounting period.

Objectives of a Trading Account

 To determine gross profit or gross loss.

 To ascertain the cost of goods sold.

 To compare sales with the direct cost of goods sold.

 To evaluate the efficiency of the trading activities.

Components of a Trading Account

Debit Side

 Opening Stock

 Purchases

 Carriage Inwards (Freight Inwards)

 Direct Wages

 Customs Duty

 Factory Expenses (Direct Expenses)

 Less: Purchase Returns

Credit Side

 Sales

 Less: Sales Returns

 Closing Stock

Formula for Gross Profit

Gross Profit = Net Sales − Cost of Goods Sold (COGS)

Where:
Cost of Goods Sold = Opening Stock + Net Purchases + Direct Expenses − Closing Stock

If the cost of goods sold exceeds net sales, the result is a Gross Loss.

Format of a Trading Account

Debit (Dr.) Amount Credit (Cr.) Amount

Opening Stock xxx Sales xxx

Purchases xxx Less: Sales Returns (xxx)

Less: Purchase Returns (xxx) Net Sales xxx

Carriage Inwards xxx Closing Stock xxx

Direct Wages xxx

Direct Expenses xxx

Gross Profit c/d xxx

Total xxx Total xxx

Profit and Loss Account

Definition

A Profit and Loss Account is prepared after the Trading Account to determine the net profit or net loss
of a business after deducting all indirect expenses and adding other incomes.

Objectives of a Profit and Loss Account

 To determine net profit or net loss.

 To measure business performance.

 To assist management in decision-making.

 To provide information for investors and creditors.

Components of Profit and Loss Account

Debit Side (Indirect Expenses)

 Salaries and Wages (Office)

 Rent and Rates

 Insurance

 Office Expenses

 Advertising
 Depreciation

 Bad Debts

 Bank Charges

 Electricity

 Telephone Expenses

 Interest on Loan

 General Expenses

Credit Side (Indirect Incomes)

 Gross Profit (from Trading Account)

 Discount Received

 Commission Received

 Rent Received

 Interest Received

 Dividend Received

 Other Operating Income

Formula for Net Profit

Net Profit = Gross Profit + Other Income − Indirect Expenses

If indirect expenses exceed gross profit and other income, the result is a Net Loss.

Format of a Profit and Loss Account

Debit (Dr.) Amount Credit (Cr.) Amount

Salaries xxx Gross Profit b/d Xxx

Rent xxx Discount Received Xxx

Insurance xxx Commission Received Xxx Question

The following Trial


Advertising xxx Rent Received Xxx
Balance was extracted from
Depreciation xxx Other Income Xxx the books of Bright Star
Enterprises as at 31
Office Expenses xxx December 2025.
Net Profit transferred to Capital xxx

Total xxx Total Xxx


Particulars ₦

Opening Stock 80,000

Purchases 650,000

Purchase Returns 20,000

Sales 1,050,000

Sales Returns 30,000

Carriage Inwards 15,000

Direct Wages 45,000

Salaries 90,000

Rent and Rates 36,000

Insurance 12,000

Advertising 25,000

Office Expenses 18,000

Discount Received 8,000

Commission Received 12,000

Depreciation 20,000

Additional Information

 Closing Stock as at 31 December 2025 was valued at ₦120,000.

Required

Prepare:

a. A Trading Account for the year ended 31 December 2025.

b. A Profit and Loss Account for the year ended 31 December 2025.

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