Chapter 3  Completing the Accounting Cycle. Chapter 3Mugan-Akman 20052-38 Accounting Cycle Analyze and record the transactions Post the transactions.

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Presentation transcript:

Chapter 3  Completing the Accounting Cycle

Chapter 3Mugan-Akman Accounting Cycle Analyze and record the transactions Post the transactions and prepare trial balance Adjust the accounts and prepare trial balance Close the accounts and prepare trial balance Prepare the financial statements

Chapter 3Mugan-Akman Matching Principle All revenues must be recorded in the accounting period in which the goods are sold or services are rendered and all expenses must be recorded in the accounting period in which they are incurred to produce such revenues

Chapter 3Mugan-Akman Adjusting Entries Some journal entries are made at the end of the accounting period just to separate the effect of an event into its proper periods. Each adjusting entry affects: 1) a revenue or expense account 2) an asset or liability account (except cash) Examples include: 1. Recognition of accrued revenues and receivables, 2. Interest calculations, 3. Recognition of accrued expenses and payables, 4. Allocation of prepaid operating costs, and 5. Recognition of depreciation.

Chapter 3Mugan-Akman When do we need adjusting entries? PrepaymentsAccruals 1.Allocation of costs between accounting periods 3.Expenses incurred but not recorded 2.Allocation of unearned revenues between accounting periods 4.Revenues earned but not recorded

Chapter 3Mugan-Akman TRIAL BALANCE

Chapter 3Mugan-Akman Allocation of costs between accounting periods 3.Expenses incurred but not recorded 2.Allocation of unearned revenues between accounting periods 4.Revenues earned but not recorded Adjusting Entries

Chapter 3Mugan-Akman Adjustment (1) Prepaid Rent

Chapter 3Mugan-Akman Adjustment (2) Prepaid Insurance

Chapter 3Mugan-Akman Adjustment (3) Office Supplies

Chapter 3Mugan-Akman Adjustment (4) Depreciation of Property Plant & Equipment

Chapter 3Mugan-Akman Express Travel Agency Partial Balance Sheet 31January 2004 In TL Plant and Equipment Office Equipment and Furniture Less: Accumulated Depreciation (250) Plant and Equipment, net14.750

Chapter 3Mugan-Akman Allocation of costs between accounting periods 3.Expenses incurred but not recorded 2.Allocation of unearned revenues between accounting periods 4.Revenues earned but not recorded Adjusting Entries

Chapter 3Mugan-Akman Adjustment (5) Unearned Revenues

Chapter 3Mugan-Akman Allocation of costs between accounting periods 3.Expenses incurred but not recorded 2.Allocation of unearned revenues between accounting periods 4.Revenues earned but not recorded Adjusting Entries

Chapter 3Mugan-Akman January 2004 MoTuWeThFrSaSu

Chapter 3Mugan-Akman Adjustment (6) Accrued Salary Expense

Chapter 3Mugan-Akman Adjustment (7) Accrued Interest Expense

Chapter 3Mugan-Akman Allocation of costs between accounting periods 3.Expenses incurred but not recorded 2.Allocation of unearned revenues between accounting periods 4.Revenues earned but not recorded Adjusting Entries

Chapter 3Mugan-Akman Adjustment (8) Accrued Revenues

Chapter 3Mugan-Akman Effects of Adjusting Entries

Chapter 3Mugan-Akman

Chapter 3Mugan-Akman Accounting Cycle Analyze and record the transactions Post the transactions and prepare trial balance Adjust the accounts and prepare trial balance Close the accounts and prepare trial balance Prepare the financial statements

Chapter 3Mugan-Akman Steps to Close Accounts Close temporary accounts with credit balances to income summary Close temporary accounts with debit balances to income summary Close income summary Close dividends or owners’ withdrawals

Chapter 3Mugan-Akman

Chapter 3Mugan-Akman Closing Credit Balances

Chapter 3Mugan-Akman

Chapter 3Mugan-Akman Closing Debit Balances

Chapter 3Mugan-Akman Closing Income Summary

Chapter 3Mugan-Akman Closing Withdrawals

Chapter 3Mugan-Akman

Chapter 3Mugan-Akman Accounting Cycle Analyze and record the transactions Post the transactions and prepare trial balance Adjust the accounts and prepare trial balance Close the accounts and prepare trial balance Prepare the financial statements

Chapter 3Mugan-Akman

Chapter 3Mugan-Akman

Chapter 3Mugan-Akman

Chapter 3Mugan-Akman Closing Credit Balances

Chapter 3Mugan-Akman Closing Debit Balances

Chapter 3Mugan-Akman Closing Income Summary