Balance Sheet and trial Balance

Section A

Question 1

Campbell runs a clothing store and has produced the following trial balance for the year ended 31st March 2012. The trial balance produced does not balance and he has asked for your help.

You are required to help Campbell by:

(a) Preparing journal entries to correct the trial balance and deal with all of the year-end adjustments including the fire. (36 Marks)

(b) Producing an income statement for the year and a balance sheet as at 31st March 2012. (24 Marks)

Campbell – Trial Balance as at 31 March 2012

£’000

£’000

Accumulated depreciation of land and buildings at 1.4.11.

600

Accumulated depreciation of shop fittings at 1.4.11

640

Bank Interest

40

Bank loan at 5%

1600

Capital

838

Carriage inwards

80

Carriage outwards

126

Cash at bank

116

Discounts allowed

124

Discounts received

58

Drawings

305

Heat and light

254

Insurance

295

Inventory as at 1.4.11

402

Land and buildings

2400

Office expenses

320

Payables (Creditors)

440

Purchases

5992

Provision for doubtful debts as at 1.4.11

32

Receivables

1216

Returns Inwards

240

Returns outwards

200

Sales

9840

Shop fittings

1240

Wages

1480

TOTALS

14514

14364

Adjustments:

1. The land and buildings are shown at cost including £800,000 for the land. Buildings are depreciated on a straight line basis over 50 years

2. Shop fittings are depreciated at 20% per annum on a reducing balance basis

3. Campbell took goods valued at £24,000 from the shop for his own use during the year

4. Insurance includes £36,000 for the year to December 2012

5. An accrual for heat and light for £8000 is needed

6. A bad debt of £16000 is to be written off and the provision for doubtful debts should be maintained at 2% of the remaining receivables

7. Campbell sold some shop fittings on 31 March 2012 for £50,000 he has debited the cash at bank account but nothing else. The fittings cost £240,000 5 years ago.

8. An interest payment on the bank loan is due. The loan was taken out in 2009.

9. A payment to a supplier for £50,000 has been debited to payables and debited to the cash at bank account.

10.A payment for insurance for £50,000 has been debited to the office expenses account and credited to the cash at bank account

11.An invoice for clothing goods for £50,000 has been debited to office expenses and credited to payables

12.On 31 March 2012 there was a fire in Campbell’s storeroom and all of his remaining inventory and his inventory records were destroyed. In addition to information in the trial balance you know that all sales are made based on a standard margin of 40% and that the inventory is covered by an insurance policy which covers the sales value of any inventory lost.

Section B – The following data is to be used for questions 2 AND 3

Sessegnon Ltd Income Statement for the year ended 31 December 2011

£000s

£000s

Sales

1,690

Cost of Sales

1,252

Gross Profit

438

Admin expenses

144

Depreciation

170

Loss on sale of machinery

60

374

Operating Profit

64

Interest payable

32

Profit Before Tax

32

Tax

10

Profit After Tax

22

Sessegnon Ltd Balance Sheet as at 31 December 2011

2011

2011

2010

2010

£000s

£000s

£000s

£000s

Non-Current Assets NBV

4500

3274

Current Assets

Inventory

136

148

Receivables

160

190

Cash at Bank

296

180

518

Total Assets

4796

3792

Non-Current Liabilities

Bank Loan

1500

640

Current Liabilities

Trade Payables

192

155

Taxation

15

60

Interest Payable

10

7

Bank Overdraft

115 332

– 222

Total Liabilities

1832

862

Net Assets

2964

2930

Equity

Share Capital

1000

950

Share Premium Account

30

20

Retained Earnings

1934

1960

2964

2930

Notes

1. Dividends were paid during the year

2. The assets disposed of had a book value of £260,000

Question 2

Prepare a cashflow statement for the year ended 31 December 2011 and describe what it tells us.

TOTAL = 40 Marks

Question 3

Analyse the profitability, the liquidity and the gearing of Sessegnon Ltd based on the information above and using appropriate financial ratios. Would a new supplier be willing to give them credit?

TOTAL = 40 Marks