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Characteristics of Current Liabilities

The document discusses current liabilities. It defines liabilities as having three characteristics: a present obligation, a transfer of economic resources, and arising from past events. Current liabilities are expected to be settled within one year or the normal operating cycle. Examples of current liabilities include accounts payable, deferred revenue, gift certificates, bonuses, refundable deposits, and outstanding premiums.

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0% found this document useful (0 votes)
26 views19 pages

Characteristics of Current Liabilities

The document discusses current liabilities. It defines liabilities as having three characteristics: a present obligation, a transfer of economic resources, and arising from past events. Current liabilities are expected to be settled within one year or the normal operating cycle. Examples of current liabilities include accounts payable, deferred revenue, gift certificates, bonuses, refundable deposits, and outstanding premiums.

Uploaded by

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

Module 3 Part 2

Current Liabilities

13-1
What is a Liability?

Three essential characteristics:


1. Present obligation.

 Legal obligation – contract or statutory requirement

 Constructive obligation – normal business practice

2. Transfer of economic resource - money, non-cash asset or


performance of a service

3. Arises from past events.

 Obligating event

13-2
What is a Liability?

Examples of Liabilities:
 Accounts payable.  Customer advances and
deposits.
 Notes payable.
 Unearned revenues.
 Bonds Payable
 Sales taxes payable.
 Current maturities of long-
term debt.  Income taxes payable.
 Dividends payable.  Employee-related liabilities.

13-3
Measurement of a Liability

Initially
 An entity shall measure initially a financial liability at present
value

Subsequent
 at amortized cost
 For Current liabilities or short-term obligations, they are
recorded and reported at face amount.
 For Non-Current liabilities, they are initially measured at
present value and subsequently measured at
amortized cost.

13-4
What is a Current Liability?

Current liability is reported if:

1. Liability is expected to be settled within its normal operating


cycle

2. The entity holds the liability primarily for trading.

3. Liability is expected to be settled within 12 months after the


reporting date.

4. The entity does not have an unconditional right to defer


settlement of liability.
The operating cycle is the period of time elapsing between the
acquisition of goods and services and the final cash realization resulting
13-5 from sales and subsequent collections.
What are Noncurrent Liabilities?

Noncurrent liabilities is a residual definition. All


liabilities not classified as current are classified as
noncurrent liabilities:

1. Noncurrent portion of long – term debt.

2. Finance lease liability.

3. Deferred tax liability

4. Long-term obligation to entity officers

5. Long-term deferred revenue

13-6
Presentation of Current Liabilities

The face of the statement of financial position shall


include the following line items for current liabilities:

1. Trade and other payables

2. Current provisions

3. Short-term borrowing

4. Current portion of long-term debt

5. Current tax liability

13-7
Estimated Liabilities

 Estimated liabilities are obligations which exist at the end of


reporting period although their amount is not definite.

 The existence of the estimated liabilities is valid and


unquestioned.

 Estimated liabilities are either current or noncurrent in nature.

 Examples : estimated liability for premium, award points,


warranties, gift certificates and bonus.

13-8
What is a Current Liability?

Accounts Payable (trade accounts payable)


Balances owed to others for goods, supplies, or services
purchased on open account.

 Time lag between the receipt of services or acquisition


of title to assets and the payment for them.

 Terms of the sale (e.g., 2/10, n/30 or 1/10, E.O.M.)


usually state period of extended credit, commonly 30 to
60 days.

13-9
What is a Current Liability?

Deferred Revenue
Income already received but not yet earned.

 If realized within one year, it is a current liability.

- Ex. unearned interest income, unearned rental income

 If realized more than one year, it is classified as non-current


liability.

- Ex. Unearned revenue from long-term service contracts and


long-term leasehold advances.

13-10
Deferred Revenue

Example: Sports Pro Magazine sold 12,000 annual subscriptions


on August 1, 2020, for P18 each. Prepare Sports Pro’s August 1,
2020, journal entry and the December 31, 2020, annual adjusting
entry.

Aug. 1 Cash 216,000


Unearned revenue 216,000
(12,000 x P18)

Dec. 31 Unearned revenue 90,000


Subscription revenue 90,000
(P216,000 x 5/12 = P90,000)

13-11
What is a Current Liability?

Gift Certificates
Malls, department stores, and supermarkets sell GC which
are redeemable in merchandise.

Journal entry:

 Sale: Cash xxx

Gift Certificate Payable xxx

 Redemption: Gift Certificate Payable xxx

Sales xxx

Note: DTI ruled that GCs no longer have expiry date.


13-12
What is a Current Liability?

Bonus
To motivate key employees for their performance and
superior income and success of the business.

Bonuses has 4 variations:

 Bonus = % x Income before bonus and before tax

 Bonus = % x Income after bonus but before tax

 Bonus = % x Income after bonus and after tax

 Bonus = % x Income after tax but before bonus

13-13
Bonus

Case 1: Before Bonus and Before Tax

Given: Income before bonus and before tax 4.4M

Bonus 10%

Income Tax rate 30%

Computation:
Bonus = 4.4M x 10% = 440,000

13-14
Bonus

Case 2: After Bonus but Before Tax

Given: Income before bonus and before tax 4.4M

Bonus 10%

Income Tax rate 30%

Computation:
Bonus = 10% (4.4M – Bonus)
Bonus = 440,000 – 0.1 Bonus
1.1 Bonus = 440,000
Bonus = 440,000/1.1 = 400,000

13-15
Bonus

Case 3: After Bonus and after Tax

Given: Income before bonus and before tax 4.4M

Bonus 10%

Income Tax rate 30%

Computation:
Bonus = 10% (4.4M – Bonus - Tax)
Tax = 30% (4.4M – bonus)
Bonus = 440,000 – Bonus – (30% (4.4M – Bonus))
1.07 Bonus = 380,000
Bonus = 380,000/1.07 = 287, 850
13-16
Bonus

Case 4: After Tax but before Bonus

Given: Income before bonus and before tax 4.4M

Bonus 10%

Income Tax rate 30%

Computation:
Bonus = 10% (4.4M – Tax)
Tax = 30% (4.4M – bonus)
Bonus = 440,000 – (30% (4.4M – Bonus))
0.97 Bonus = 308,000
Bonus = 308,000/0.97 = 317, 526
13-17
What is a Current Liability?

Refundable Deposits
 Cash or property received from customers but which are
refundable after compliance with certain conditions.
Example: returnable containers like bottles, drums, tanks
and barrels.
 Entry: Debit Cash, Credit Containers’ deposits
 If the customer returns the containers, the deposit is
simple refunded.
 If the customer fails to return the containers, the deposit
is considered the sales price of the containers, any
excess is considered gain.
13-18
What is a Premium Liability?

Premiums
Articles of value such as toys, dishes, silverware and other goods
given to customers as a result of past sales or promotion activities.
Journal Entry:
Purchase: Premiums xxx
Cash xxx
Distribution: Premium Expense xxx
Premiums xxx
Outstanding Premiums: Premium Expense xxx
Estimated Premium Liability xxx

13-19

Common questions

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When refundable deposits are returned, an accounting entry is made to debit Cash and credit Container deposits initially. Upon return of the items, the deposit is refunded, reversing the initial transaction .

Estimated liabilities reflect obligations for which the exact amount is uncertain but valid and unquestioned. They can be either current or noncurrent, impacting shareholder equity and net income through adjustments for expected future outflows, such as warranties or award points .

A financial liability should initially be measured at its present value. Subsequently, current liabilities are reported at face value, while non-current liabilities are measured at amortized cost .

Current liabilities are expected to be settled within the entity's normal operating cycle, are held primarily for trading, or are expected to be settled within 12 months after the reporting date. Non-current liabilities encompass all other obligations not classified as current, such as the noncurrent portion of long-term debt and deferred tax liabilities .

With a 10% bonus calculated after tax, the implication is a reduction in available post-tax profit. Tax is calculated first, and the bonus reduces the cash flow available after these deductions, requiring precise calculation to avoid overdisbursement .

A bonus calculation based on income before the bonus and tax involves taking a percentage of the total income before both the tax and the bonus itself. For instance, with a 10% bonus and an income of 4.4M, the bonus is 440,000, calculated as 10% of the 4.4M .

Leasehold advances exceeding one year affect accounting by requiring classification as non-current liabilities. They implicate long-term revenue recognition matched with corresponding expenses, affecting net income and deferred revenue accounts .

A liability is defined by three essential characteristics: it is a present obligation resulting from past events, involves the transfer of an economic resource, and can be either a legal obligation (arising from contract or law) or a constructive obligation (arising from normal business practices).

Deferred revenue is classified as a current liability if it is expected to be realized within one year, such as unearned rental income. Conversely, it is classified as a non-current liability if realization extends beyond one year, like unearned revenue from long-term service contracts .

Premiums represent liabilities that result from promotions or past sales, recognizing obligations to deliver goods like toys or dishes. The liability is recognized through an expense entry and an estimated premium liability on financial statements .

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