Financial Accounting Chapter 9: Receivables



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Supplemental Instruction Handouts Financial Accounting Chapter 9: Receivables 1. At December 31, 2011, AZY Co had $1,550,000 in credit sales for the year. The company believes that 5% of these sales will be uncollectible. Prepare the necessary year end adjusting entry. Since this question is based on sales, we multiply the credit sales by the percentage that the company feels will be uncollectible. We use this answer in our journal entry: Bad Debts Expense = $1,550,000 x 5% = $77,500 Dec 31 Bad Debts Expense 77,500 Allowance for Doubtful Accounts 77,500 2. At December 31, 2011, BAC Co had $550,000 in accounts receivable at the end of the year. The company believes that 3% will be uncollectible. Prepare the necessary year end adjusting entry based on the following independent assumptions: a) The allowance account has a debit balance of $950. Total Allowance for Doubtful Accounts = $550,000 x 3% = $16,500 Bad Debts Expense = $16,500 + $950 (debit balance) = $17,450 Dec 31 Bad Debts Expense 17,450 Allowance for Doubtful Accounts 17,450

b) The allowance account has a credit balance of $2,250. Total Allowance for Doubtful Accounts = $550,000 x 3% = $16,500 Bad Debts Expense = $16,500 - $2,250 = $14,250 Dec 31 Bad Debts Expense 14,250 Allowance for Doubtful Accounts 14,250 3. The accountant for your company has prepared a schedule of the December 31, 2011, accounts receivable by age and, on the basis of past experience, has estimated the percentage of the receivables in each age category that will become uncollectible. This information is summarized in the following table: December 31, 2011 Accounts Receivable Age of Accounts Receivable Expected Percentage Uncollectible $95,500 Not Due (under 30 days) 2% 28,650 1 to 30 days past due 4% 12,900 31 to 60 days past due 8% 6,500 61 to 90 days past due 24% 4,550 Over 90 days past due 70% Prepare the necessary year end adjusting entry based on the following independent assumptions: a) The allowance account has a credit balance of $2,350. Not Due = $95,500 x 2% = $1,910 1 to 30 days = $28,650 x 4% = $1,146 31 60 days = $12,900 x 8% = $1,032 61 90 days = $6,500 x 24% = $1,560 Over 90 days = $4,550 x 70% = $3,185 Total Allowance for Doubtful Accounts = $8,833 Bad Debts Expense = $8,833 - $2,350 = $6,483 Dec 31 Bad Debts Expense 6,483 Allowance for Doubtful Accounts 6,483

b) The allowance account has a debit balance of $1,875. Not Due = $95,500 x 2% = $1,910 1 to 30 days = $28,650 x 4% = $1,146 31 60 days = $12,900 x 8% = $1,032 61 90 days = $6,500 x 24% = $1,560 Over 90 days = $4,550 x 70% = $3,185 Total Allowance for Doubtful Accounts = $8,833 Bad Debts Expense = $8,833 + $1,875 = $10,708 Dec 31 Bad Debts Expense 10,708 Allowance for Doubtful Accounts 10,708 4. Prepare the necessary general journal entries for the following transactions: 2011 May 1 st Accepted a $5,600, six month, 8% note dated this day in granting B. Herman a time extension on his past due account. May 1 Notes Receivable 5,600 Accounts Receivable B. Herman 5,600 September 1 st Accepted a $7,500, six month, 8% note dated this day in granting L. Sherman a time extension on her past due account. Sept 1 Notes Receivable 7,500 Accounts Receivable L. Sherman 7,500

November 1 st B. Herman dishonored his note when presented for payment. Nov 1 Accounts Receivable B. Herman 5,824 Notes Receivable 5,600 Interest Earned ($5,600 x 8% x 6 12) 224 December 31 st Wrote off B. Herman s account as being uncollectible using the allowance method. Dec 31 Allowance for Doubtful Accounts 5,824 Accounts Receivable B. Herman 5,824 December 31 st Made an adjusting entry to record the accrued interest on the Sherman note. Dec 31 Interest Receivable 200 Interest Earned ($7,500 x 8% x 4 12) 200 2012 March 1 st Sherman honored her note when presented for payment. Mar 1 Cash 7,800 Notes Receivable 7,500 Interest Receivable 200 Interest Earned ($7,500 x 8% x 2 12) 100

May 10 B. Herman unexpectedly paid off his whole account. May 10 Accounts Receivable B. Herman 5,824 Allowance for Doubtful Accounts 5,824 May 10 Cash 5,824 Accounts Receivable B. Herman 5,824