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Financial Statements with Adjustments

1) The document provides adjustments to the financial statements of Mariam Enterprise and Clearwater Sdn. Bhd. for the years ended September 30, 2019 and December 31, 2018 respectively. 2) Adjustments include recording purchases, expenses, depreciation, and other transactions not initially recorded in the financial statements. 3) The adjusted financial statements include an income statement, balance sheet, and retained earnings statement reflecting the adjustments made.
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0% found this document useful (0 votes)
59 views7 pages

Financial Statements with Adjustments

1) The document provides adjustments to the financial statements of Mariam Enterprise and Clearwater Sdn. Bhd. for the years ended September 30, 2019 and December 31, 2018 respectively. 2) Adjustments include recording purchases, expenses, depreciation, and other transactions not initially recorded in the financial statements. 3) The adjusted financial statements include an income statement, balance sheet, and retained earnings statement reflecting the adjustments made.
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© All Rights Reserved
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SOLUTION LECTURE 4 PART 2 : FINANCIAL STATEMENT WITH ADJUSTMENTS

QUESTION 1 (a)

Adjustments

2 Dr Purchase 6,500
Cr Accounts Payable 6,500

3 Dr Fixtures & Fittings 4,000


Cr General Running Expense 4,000

4 Dr Computer repair expense 1,700


Cr Computer repair payable 1,700

Dr Prepaid Salaries & Wages 5,200


Cr Salaries & Wages expense 5,200

5 Dr Interest expense (50,000 X 8% X 9/12) 3,000


Cr Interest Payable 3,000

6 DR Depreciation expense-F&F 4,800


Dr Accumulated Depreciation 4,800
(28,000+4,000) X 15%

Dr Depreciation expense – Computer Equipment 7,000


Cr Accumulated Depreciation 7,000
(40,000-12,000) X 25%

1
Mariam Enterprise
Statement of profit or loss
For the year ended 30 September 2019/

RM RM RM
Revenues
Sales 365,000
Less : Return inwards (8,900)
Net Sales 356,100

Less : Cost of Goods Sold


Opening inventory 33,500
Purchases ( + 6500) 141,500
Less: Return Outwards (4,250)
Net purchases/cost of goods purchased 137,250
Cost of Goods available for sale 170,750
Less : Closing Inventory (36,550) 134,200

Gross Profit 221,900

Add : Other Revenues


Discount received 13,700

Less: Operating expenses


Delivery expenses 18,630
Computer repair expenses ( +1700) 20,850
General running expenses (- 4,000) 27,600
Salaries and wages (- 5,200) 81,500
Marketing costs 14,000
Discount allowed 22,400
Depreciation – F& F (15% x 32,000) 4,800
Depreciation – CE ( 40K – 12K x 25%) 7,000
Interest on loan ( 8% x 50,000 x 9/12) 3,000 (199,780)
Net Income 35820

2
QUESTION 1(b)
Mariam Enterprise
Statement of financial position
As at 30 September 2019/

RM RM RM
Current Assets
Cash 4,070
Bank 10,000
Account receivable 60,000
Inventory 36,550
Prepaid salary and wages 5,200 115820

Non-current liability
Property, plant and equipment
Land and buildings 150,000
Fixtures and fittings ( + 4,000) 32,000
Less: Accumulated depreciation (23,800) 8,200
Computer equipment 40,000
Less: Accumulated depreciation (19,000) 21,000 179,200

TOTAL ASSETS 295,020

Current Liabilities
Account Payable ( + 6500) 37,500
Computer repair payable 1,700
Interest payable ( 3-2) 1,000 40,200

Non-Current liabilities
Long-term loan 50,000

Owner’s Equity
Capital 190,000
Add :Net income 35,820
Less : Drawing (21,000) 204820

TOTAL LIABILITIES AND OWNER’S EQUITY 295,020

3
QUESTION 2

Adjustments

2 Dr Supplies Expense 50,000


Cr Supplies 50,000

3 Dr Interest expense 13,125


Cr Interest payable 13,125
7.5% x 350,000 x 6/12

4 Dr Cash 15,000
Cr Commission Received 15,000

5 Dr Depreciation Expense-Building 4,800


Cr Accumulated Depreciation-Building 4,800
2% x 240,000

Dr Depreciation Expense- Machinery


Cr Accumulated Depreciation-Machinery
(60,000-11,400) x 10%

6 Dr Telephone & Internet expense 1,300


DR Telephone & Internet Payable 1,300

7 Dr Insurance Expense 30,000


Cr Prepaid Insurance 30,000
36,000 x 10/12

4
Clearwater [Link]
Statement of profit or loss
For the year ended 31 December 2018

RM RM RM
Revenues
Sales 980,000
Less : Return inwards (2,000)
Net Sales 978,000

Less : Cost of Goods Sold


Opening inventory 117,200
Purchases 440,000
Add: Carriage inwards 9,600
Net purchases/cost of goods purchased 449,600

Cost of Goods available for sale 566,800


Less : Closing Inventory (50,000) 516,800

Gross Profit/ 461,200

Add : Other Revenues


Commission received 15,000

Less: Operating expenses


Carriage outwards 40,000
Discount allowed 45,000
Salaries expenses 150,000
Bad debts 10,000
Insurance expenses (3,000 x 10) 30,000
Interest expense ( 7.5% x 350000) 26,250
Telephone and internet expense (+1,300) 6,300
Rental and maintenance 36,000
General expenses 55,800
Depre. – Building (2% x 240,000) 4,800
Depre. – Machinery (60k -11400) x10% 4,860
Supplies expense 50,000 459,010
Net income/ 17,190

5
(b)
Cleanwater Sdn. Bhd.
Retained earnings statement
For the year ended 31 December 2018

RM RM RM
Retained earnings, January 1 165,125
Add :Net income 17,190
182,315
Less : Dividends (60,000)
Retained earnings, December 31 122,315

6
(c)
Cleanwater [Link]
Statement of financial position
As at 31 December 2018

RM RM RM
Current Assets
Cash (+ 15,000) 51,000
Account receivable 122,800
Supplies 60,000
Inventory 50,000
Prepaid insurance (2 x 3,000) 6,000 289800

Non- current asset


Property, plant and equipment
Land 900,000
Building 240,000
Less: Accumulated depreciation (76,800) 163,200
Machinery 60,000
Less: Accumulated depreciation (16,260) 43,740 1,106,940

TOTAL ASSETS 1,396,740

Current Liabilities
Account Payable 65,000
Bank overdraft 45,000
Interest payable (26250-13125) 13,125
Telephone and internet payable 1,300 124,425

Long-term liabilities
Long-term loan 350,000

Stockholder’s Equity
Share capital 800,000
Retained earnings 122,315
922,315

TOTAL LIABILITIES AND STOCKHOLDER’S EQUITY 1,396,740

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