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Investment Allowances/deductions

Unit: Public Finance and Taxation

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December 2024

1 Questions
Question 4c
​ ​ ​ ​ ​ ​ ​ ​ ​ ​​Adamil Mwemah, a retired engineer, set up a manufacturing factory in industrial area on 1 January 2023 to fabricate mechanical and automotive parts at a cost of Sh.44,900,000. Operations commenced on 1 January 2023 except for the commercial building which was put into use from 1 September 2023. 

The cost of manufacturing comprised of:

Sh.
Factory building
1,800,000
Office within factory building
800,000
Second hand imported machinery
4,400,000
Land
8,000,000
Engineers fee for machine installation
1,400,000
Parking bay
900,000
Conveyor belt
1,400,000
Commercial building
10,000,000
44,900,000

Additional information:
1
Commercial building cost included cost of showroom and retail shop amounting to Sh.2,800,000 and Sh.3,200,000 respectively.
2
The factory building cost included a warehouse at Sh.2,200,000.
3
A building that had been constructed at a cost of Sh.12,000,000 was leased from Juhudi Manufacturers Ltd. for 5 years. Annual lease rentals were agreed at Sh.2,200,000. Adamil Mwemah imported a processing machinery from China at a cost of Sh.5,200,000 and installed it in the building and started operations on 1 January 2023.
4
To improve the performance of the factory operations, Adamil Mwemah on 1 July 2023 computerised all its operations at a total cost of Sh.15,000,000 out of which 30% related to software cost.
5
The following assets were also purchased on 1 July 2023:
5
Sh.
Furniture and fittings
620,000
Second hand BMW vehicle
4,300,000
4 Tonnes lorry
1,800,000
Backhoe loader
3,680,000
Mobile crane
1,900,000
6
Factory staff labour quarters were constructed during the year at a cost of Sh.2,250,000 and put to use from 1 October 2023.

Required: 
Compute the investment allowances due to Adamil Mwemah for the year ended 31 December 2023.


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August 2024

1 Questions
Question 5c
​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​​Smartboots Manufacturing Ltd. commenced manufacturing of leather shoes on 2 January 2022 after incurring the following expenditure:

Sh
Factory building
14,640,000
Processing machinery
4,712,000
Computers
384,000
Conveyor belts
1,240,000
Staff canteen
2,440,000
Delivery vans (two)
4,160,000
Sewerage system
1,280,000
Generator
400,000
Godown
2,600,000
Heating plant
1,400,000
Lorry
2,948,000
Sports pavilion
1,800,000
Loose tools
144,000

Additional information:
1
The company purchased the following assets on 1 January 2023:
1
Sh.
Furniture
224,000
Saloon car 
3,400,000
Boilers
768,000
Scanners
112,000
Wheelbarrows
180,000
Packaging machine
1,200,000
2
A staff clinic was constructed at a cost of Sh.2,080,000 and utilised with effect form 1 October 2023.
3
A borehole was drilled at a cost of Sh.800,000 and utilised with effect from 1 July 2023.
4
One of the delivery vans was involved in an accident on 1 March 2023 and was written off. The insurance company paid Sh.1,400,000 as full compensation on 1 December 2023.
5
A perimeter wall was constructed at a cost of Sh.1,200,000 and put in to use from 1 July 2023.

Required: 
Compute investment allowances due to Smartboots Manufacturing Ltd. for the years ended 31 December 2022 and 31 December 2023.


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April 2024

1 Questions
Question 5c
​ ​ ​ ​ ​ ​ ​​Fantah Manufacturing Company Ltd. started its operation on 1 January 2022 producing soft drinks for the local market. 

The company acquired the following assets on commencement of its operations:

Sh.
Land
12,500,000
Factory building
44,000,000
Office building
8,000,000
Processing machinery
2,400,000
Patents
400,000
File cabinet
100,000
Office furniture
480,000
Electric ceiling fans
230,000
Delivery vans
12,000,000
LCD television
120,000
Photocopier
280,000
Computers
1,800,000
Telecommunication equipment
640,000
Borehole
2,400,000
Water tanks
720,000
Water pump
360,000
3 lorries (4 tonnes)
9,600,000

Additional information: 
1
The company disposed of computers and electric ceiling fans that were not suitable for the company on 1 January 2023 which had cost Sh.240,000 and Sh.80,000 respectively. 
2
The company acquired the following assets during the year 2023:
Sh.
Trucks and trailers
4,800,000
Data handling machine
360,000
2-saloon cars (each Sh.3,600,000)
7,200,000
Workshop machinery
2,100,000

Required: 
Compute investment allowances due to the company for the years ended 31 December 2022 and 31 December 2023.


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December 2023

1 Questions
Question 4c
​ ​ ​ ​ ​​Fountain Ltd. manufactures soft drinks for sale in the local market. The company started operations on 1 January 2021 and acquired/constructed the following assets:

Asset
Year of acquisition/ construction
Cost of acquisition/ construction
Sh.
Factory building
2021
40,000,000
Factory machinery
2021
12,500,000
2 lorries (Sh.5,000,000 each)
2021
10,000,000
Godown
2021
4,100,000
Computers
2021
800,000
Computer software
2021
240,000
2 saloon cars (Sh.3,500,000 each)
2022
7,000,000
Other machineries
2022
300,000

Required: 
Compute the investment allowances for Fountain Ltd. for each of the two years ended 31 December 2021 and 31 December 2022.


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April 2023

1 Questions
Question 5a
​​Explain the following terms as used in investment allowances: 

(i) Trading receipt. 

(ii) Balancing deduction.


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December 2022

1 Questions
Question 4d
​ ​ ​ ​ ​ ​​Leeds Manufacturing Ltd. commenced operations on 1 January 2021 after incurring the following expenditure:

Sh.
Factory building
24,200,000
Land
16,000,000
Processing machinery
12,500,000
Power generator 
1,800,000
Delivery van
3,600,000
Computers
650,000
Staff canteen
2,350,000
Boilers
800,000
Computer software
420,000
Staff clinic
960,000
Lorry (4 tonnes)
3,200,000
Duplicating machines 
240,000
Furniture and fittings
530,000

Additional information: 
1
The factory building includes the cost of a showroom and a retail shop of Sh.1,850,000 and Sh.1,690,000 respectively. 
2
A perimeter wall was constructed at a cost of Sh.4,200,000 and utilised from 1 October 2021. 
3
The company acquired the following additional assets during the year ended 31 December 2021: 
3
Asset
Cost
Sh.
Date of first use
2 saloon cars for directors at (Sh.4,000,000 each)
8,000,000
12 January 2021
Plant and machinery
680,000
20 January 2021
Mitsubishi canter 
3,200,000
20 January 2021
Electronic type-writers 
190,000
2 March 2021
Labour quarters 
2,400,000
1 June 2021
Parking bay
560,000
1 June 2021
Mobile forklift
3,000,000
10 October 2021
Water pump
280,000
15 October 2021
Calculators
10,000
1 December 2021
Conveyor belts
1,800,000
1 December 2021
Workshop machine
720,000
5 December 2021
4
In June 2021, one of the saloon cars was involved in an accident and the insurance company paid Sh.3,000,000 as compensation.
5
A borehole was drilled at a cost of Sh.1,400,000 and put in to use on 1 November 2021.
6
The company made a gross profit of Sh.56,000,000 during the year ended 31 December 2021.
7
The following were the summary of operating expenses incurred during the year ended 31 December 2021: 
7
Sh.
Selling and distribution expenses 
8,400,000
Administrative expenses
4,200,800
Depreciation
16,000,000
Instalment tax paid 
780,000
Tax penalty and interest paid
420,000
Bad debt written off
120,000

Required: 
(i) Compute Leeds Manufacturing Ltd.’s Investment allowances for the year ended 31 December 2021.

(ii) Ascertain the taxable profit or loss for the year ended 31 December 2021.


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April 2022

1 Questions
Question 5c
​ ​ ​ ​ ​ ​​Elite Manufacturing Ltd. commenced operations on 1 January 2021 after incurring the following expenditures:

Sh.
Factory building
6,600,000
Processing Machinery (cost, insurance and freight)
3,800,000
Delivery van
1,908,000
Tractor
1,448,000
Photocopier
450,000
Generator
720,000
Go-down
1,500,000
Workshop machinery
840,000
Computers
660,000
Saloon car
3,840,000
Fax machine
280,000

Additional information: 
1
Processing machinery was imported from China and the company received an import duty waiver of 25% on the value of the machinery for duty from Government. The VAT rate was 16%. 
2
Factory building include the cost of clinic Sh.420,000, showroom Sh.580,000 and a retail shop Sh.600,000.
3
A perimeter wall was constructed at a cost of Sh.540,000 and put into use on 1 September 2021. 
4
The company sunk a borehole at a cost of Sh.300,000 which was utilised from 1 October 2021. A water pump costing Sh.45,000 was purchased and utilised from the same date.
5
On 1 November 2021, the following assets were acquired:
5
Sh.
Conveyor belts
680,000
Surveillance cameras
120,000
Water tank 
150,000
6
A sport pavilion and a staff canteen were constructed at a cost of Sh.780,000 and Sh.1,280,000 respectively and used with effect from 1 December 2021.
7
The Saloon car was disposed of at Sh.1,920,000 in December 2021.

Required: 
Investment allowances due to the company for the year ended 31 December 2021.


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Question 5a
​ ​​Johari Ltd. a manufacturer of leather products commenced operation on 1 January 2020. The following information relates to the assets that the company purchased or constructed before commencement of operations.

Asset
Cost (Sh.)
Factory building (including godown Sh.700,000)
3,800,000
Parking bay
480,000
Drainage systems 
240,000
Delivery van 
420,000
Processing machine 
1,680,000
Security wall 
720,000
Office block (including staff canteen Sh.380,000)
980,000

Additional information: 
  1. Processing machine was imported and includes customs duty and VAT of Sh.120,000 and Sh.100,000 respectively which was waived by the government. 
  2. On 1 September 2020, the company sunk a borehole at a cost of Sh.1,600,000 and installed a water pump for sh.200,000. 
  3. Spots pavilion was constructed at a cost of Sh.1,200,000 and put to use from 1 May 2020. 

Required: 
Compute the investment allowances due to Johari Ltd for the year ended 31 December 2020. 


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December 2021

1 Questions
Question 4c
​ ​ ​ ​​ Kencoff Company Ltd. is a coffee manufacturing company that was incorporated on 1 January 2020. The company commenced its operations on 2 May 2020 after incurring the following expenditure.

Sh.
Factory land and building
82,000,000
Conveyor belts 
6,200,000
Furniture and fittings
350,000
Farm labour quarters
4,800,000
Coffee milling machinery
4,200,000
Irrigation system
1,480,000
Borehole
2,360,000
Construction of gabions
1,120,000
Lorry (3.5 tonnes)
3,400,000
Fencing of the farm
780,000
Farmhouse
2,620,000
Tractor
3,600,000
Godown
1,860,000
Factory perimeter wall
948,000
Delivery van
2,600,000
Trailer for tractor
520,000
Computers
720,000
2 Saloon cars (each costing Sh.3,300,000)
6,600,000
Sports pavilion
1,840,000

Additional information: 
  1. Included in the factory land and building is the cost of land valued at Sh.45,000,000. 
  2. One of the saloon cars was disposed of during the year for Sh.2,200,000. 
  3. The following assets were purchased on 1 August 2020: 
Sh.
Office curtains
320,000
Fax machine
180,000
Water pump
560,000
Packaging machine
1,720,000

Required: 
Investment allowances due to Kencoff Company Ltd. for the year ended 31 December 2020.


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August 2021

1 Questions
Question 4c
​ ​ ​​Lulu Ltd. commenced manufacturing operations on 1 May 2020 after having incurred the following capital expenditure:

Sh.
Factory building (note 1)
20,600,000
Processing machinery
4,800,000
Factory parking bay
1,640,000
Sewerage system
560,000
Industrial effluent treatment plant
2,400,000

Additional information: 
1
Factory building included the following:
Sh.
  • Cost of land
4,400,000
  • Godown
800,000
  • Showroom
520,000
  • Offices
600,000
  • Retail shoр
400,000
2
On 1 July 2020, the following capital expenditures were incurred:
                                Sh.
Photocopier       60,000
Computers       150,000
Motorbike           96,000
Saloon car     3,400,000
Forklift              720,000
Furniture          240,000
Pick-up             920,000
Scanners            56,000
Tractor           1,700,000 
Carpets               36,000
3
The company imported a portable weighting machine on 1 September 2020 at a cost of Sh.480,000 inclusive of duty of Sh.20,000. The duty was waived by the government.

Required: 
Investment allowances due to the company for the year ended 31 December 2020. 


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May 2021

1 Questions
Question 4b
​ ​ ​​Plasticom Ltd. is a company established in year 2020 to manufacture plastic products. Before commencing its operations on 1 May 2020, the company incurred a total of Sh.8,760,000 in construction of a factory building which included:

Cost (Sh.)
Date of first use
Godown
320,000
1 July 2020
Showromm
240,000
1 September 2020
Administration offices
680,000
1 October 2020

Additional information: 
1
The following assets were constructed or purchased and utilised with effect from 1 July 2020:
1
Cost (Sh.)
Water pump
540,000
Labour quarters
920,000
Processing machinery
2,600,000
Tractor
1,800,000
Scanners
320,000
Two saloon cars
7,000,000
Mobile forklift
1,500,000
Computers
250,000
Power transformer
820,000
Office cabinets
180,000
Boilers
960,000
Bridge (connecting the factory to main road)
1,200,000
2
The following costs were incurred by the company on 1 September 2020:
2
Cost (Sh.)
Sinking a borehole
720,000
Construction of a parking bay
630,000
3
One of the computers traded in on 10 November 2020 for a new one costing Sh.68,000. The trade in value was Sh.40,000 and the balance was settled in cash.
4
The company constructed a Sports Pavilion and additional staff quarters during the year at the cost of Sh.890,000 and Sh.1,200,000 respectively. These structures were utilised from 1 October 2020. 
 
Required: 
Investment allowances due to Plasticom Ltd. for the year ended 31 December 2020.


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November 2020

1 Questions
Question 4c
​ ​ ​ ​​Mafutah PLC commenced a manufacturing operation on 1 October, 2019 having incurred the following capital expenditure:

Sh.
Factory buildings (Note 1)
12,800,000
Processing machinery
4,200,000
Billboard
84,000
Borehole
1,240,000
Staff canteen
350,000
Sports pavilion
470,000
Computers
140,000
Computer software
60,000
Lorry (3 tonnes)
860,000
Saloon car
2,400,000
Warehouse
680,000
Weighing machines
28,000
Fax machine
13,000
Motor bike
68,000
Trailer
120,000
Workshop machinery
464,000

Additional information: 
  1. Factory buildings include; an office Sh.280,000, showroom Sh.420,000 Godown Sh.800,000 and a retail shop Sh.300,000. 
  2. Processing machinery was imported and includes import duty and value added tax of Sh.400,000 and Sh.160,000 respectively which were waived by the government. 
  3. The borehole was sunk using money borrowed from a bank amounting to Sh.1,000,000 which includes interest in bank loan of Sh.180,000. 
  4. The saloon car was disposed of for Sh.2,100,000 on 23 December 2019. 
  5. The company constructed a canopy at the entrance of the factory building at a cost of Sh.570,000 which was completed and utilised from 1 November 2019. 
  6. Purchased a water pump at a cost of Sh.90,000 and a generator Sh.120,000. 

Required: 
Capital allowances due to Mafutah PLC for the year ended 31 December 2019.


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November 2019

1 Questions
Question 4a
​​ Dalbir Singh is a retired engineer. He set up a factory complex in industrial area on 30. September 2017 to fabricate mechanical and auto spare parts at a cost of Sh.48 million. 

However, operations commenced on 1 January 2018.

The cost comprised the following:
Sh.
Factory building
18,750,000
Office (within the factory building)
6,250,000
Reinforcement of concrete floor to affix machinery
1,650,000
Land
Land
Architect's fee
2,430,000
Packing bay
99,000
Electrical wiring
1,480,000
Conveyer belt
1,200,000
Lifts and escalators
4,000,000
Special shafts for lifts
3,250,000
48,000,000

Dalbir Singh provided the following additional information:
 
1
Additional structures and works constructed and utilised from 1 January 2018 were as follows:
Sh.
- Residential house
960,000
- Workplace nursery
1,200,000
- Drawing and design room
720,000
2
To improve performance in the factory, an Oracle database that provides cloud service was installed at a cost of Sh.450,000. The computers in the drawing and design room had a Computer Aided Design (CAD) application installed at a cost of Sh.270,000.
3
A building that had been constructed at a cost of Sh.12,000,000 was leased from Jalaam Manufacturers Ltd. for five years. The annual lease rentals were agreed at Sh.2,800,000. Dalbir imported processing machinery from China at a cost of Sh.5,200,000 and installed it in the building.
4
Two warehouses were constructed at a cost of Sh.2,250,000 and utilised from 1 September 2018.
5
The following assets were purchased or constructed during the year:
Sh.
Furniture and fittings (including of Sh.220,000 for the workplace nursery)
620,000
Library display fixtures (stocked with mechanical engineering volumes) 
480,000
Computers and electronic adding machines
840.000
Motor vehicle (a second-hand BMW)
2,300,000
Lorry (four tonnes)
1,800,000
Tuktuk for the messenger
180,000
Backhoe loader
3,680,000
Additional processing machinery
9,000,000
Mobile crane 
1,900,000

Required: 
Capital allowances due to Dalbir Singh for the year ended 31 December 2018.


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November 2018

1 Questions
Question 5c
​ ​​Chemtech Ltd. was incorporated in March 2017 to manufacture edible oils. The company started its operations in June 2017 after constructing the following structures:


Factory building
Staff canteen
Drainage system
Stone perimeter wall
Labour quarters
Sh.
2,600,000
840,000
350,000
1,200,000
1,800,000

The following assets were acquired by the company and put in use as from I July 2017:

Sh.
Distribution van
2,300,000
Processing machinery
1,800,000
Furniture and fittings
860,000
Mercedes Benz Saloon (for the director)
3,400,000
Generator
420,000
Pick-up
1,200,000
Heating plant
830,000
Fax machines 
180,000
Conveyor belts
650,000
Computers
320,000
Packaging machines
800,000
Two lorries (each 4 tonnes)
4,000,000
Photocopier machine
120,000
Forklift
960,000
Water pump
480,000
Laptop computers
260,000

Additional information: 
1. A godown and a sports pavilion were constructed at a cost of Sh.890,000 and Sh.1,200.000 respectively and usedр with effect from 1 October 2017. 

2. The Director's Mercedes Benz was involved in an accident on compensated the company Sh.3,000,000 as the write off value. 11 December 2017 and the insurance company 

3. The company sunk a borehole at a cost of Sh.450,000 which was utilised from 1 November 2017. 

4. A loading bay and an extension to the factory building were constructed and utilised with effect from 1 September 2017. The loading bay cost Sh.450,000 while the factory extension cost Sh.225,000. 

Required: 
Capital allowances due to Chemtech Ltd. for the year ended 31 December 2017.


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May 2018

1 Questions
Question 4b
​​Zuret Products Ltd. which is engaged in the business of manufacturing and selling of canned fish commenced its operations on I January 2014 after incurring the following expenditure:

Sh.
Land
4,800,000
Processing machinery
3,200,000
Factory buildings
2,800,000
Staff canteen
860,000
Generator
250,000
Labour quarters
3,600,000
Staff clinic
960,000

Details of property, plant and equipment schedule reflectedI the following as at 31 December 2017:
Assets
Written Down Value
1 January 2017   
Sh.            
Additions during 
the year (at cost)
Sh.          
Depreciation
for the year
Sh.       
Disposal proceeds
during the year   
Sh.             
Computers
525,000
345,400
131,250
250,000
Water pump
-
280,000
56,000
-
Furniture
360,000
180,000
82,000
-
Conveyor belts
-
960,000
-
-
Delivery vans
2,500,000
1,420,000
180,000
620,000
Cash registers
620,000-58,000
Printers
120,000
60,000
42,000
Tractors
2,500,000
1,800,000
360,000
Motorcycles
380,000
-
68,000
Packaging machine
860,000
Non-processing machinery
960,000
62,000

Additional information: 
1. A perimeter wall was constructed at a cost of Sh.960,000 during the year ended 31 December 2017. 

2. A godown and a drainage system were constructed at a cost of Sh.2,860,000 and Sh.1,780,000 respectively and put into use on 1 October 2017. 

3. The company constructed a borehole at a cost of Sh.1,500,000 during the year which was put in use on 1 July 2017. 

Required: 
Capital allowances due to Zuret Products Ltd. for the year ended 31 December 2017.


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November 2017

1 Questions
Question 4a
​​Superlite Manufacturing Company Ltd. commenced operations on I January 2016 after incurring the following expenditure:

Sh.
Processing machinery
6,200,000
Factory land and buildings
10,500,000
Delivery van
2,600,000
Water pump
420,000
Computers
380,000
Staff canteen construction
960,000
Lorry (4 tonnes)
3,200,000
Furniture
180,000
Digital weighing machines
250,000
Computer software
320,000
Staff clinic construction
1,200,000
Tractor
2,800,000

Additional information: 
1. Factory land and buildings include factory land purchased at a cost of Sh.5,800,000. 

2. A perimeter wall was constructed at a cost of Sh.960,000 during the year. 

3. A godown and staff quarters were constructed at a cost of Sh.2,800,000 and Sh.1.600,000 respectively and put into use from 1 October 2016. 

Required: 
Capital allowances due to Superlite Manufacturing Company Ltd. for the year ended 31 December 2016. 


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May 2017

1 Questions
Question 5c
​​Kiwanda Ltd. commenced manufacturing leather bags on 2 January 2015 after incurring the following expenditure:

Sh.
Factory building
5,800,000
Processing machinery
2,140,000
Computers
480,000
Conveyor belts
300,000
Staff canteen
1,800,000
Delivery vans
5,200,000
Sewerage system
1,600,000
Warehouse
600,000
Heating plant
1,750,000
Sports pavilion
800,000
Loose tools
120,000

The company purchased the following assets on 1 May 2016:

Sh.
Furniture
280,000
Toyota Land Cruiser (for the Director)
3,200,000
Packaging machine 
1,500,000
Saloon car
1,800,000
Boilers
960,000
Yamaha motor cycles
220,000
Scanners
140,000
Wheel barrows
360,000

Additional information: 
1. A staff clinic was constructed at the cost of Sh.2,600,000 and utilised with effect from 1 October 2016. 

2. One of the delivery vans was involved in an accident on 3 February 2016 and was written off. The insurance company paid Sh.1,400,000 as full compensation on 10 December 2016. 

3. A borehole was drilled at a cost of Sh.800,000 and utilised with effect from 1 July 2016. 

4. The company constructed a factory extension at a cost of Sh.1,200,000. The extension was put in use on 1 March 2016 after a power generator costing Sh.380,000 was installed. 

Required: 
Capital allowances due to Kiwanda Ltd. for the year ended 31 December 2015 and 2016.


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November 2016

1 Questions
Question 4b
​​Ziwani Ltd. is a company registered on 1 January 2015 whose main business is the growing of sugarcane and processing sugar for the local market. 

The company's income statement for the year ended 31 December 2015 indicated the following:

Sh.
Sh.
Sale of sugar
10,200,000
Sale of molasses
2,400.000
Profit on disposal of a tractor
560,000
Discount received
180,000
Dividends from Ukulima Co-operative Ltd.
1,200,000
14,540,000
Expenses
Cost of cane from growers
3,860,000

Salaries and wages 
1,250,000
Depreciation charges
120,000
Billboards for advertising
250,000
Machines and motor vehicles repairs
620,000
VAT on supplies
1,800,000
Directors emoluments
1,500,000
Legal fees
960,000
(10,360,000)
Net profit
4,180,000

Additional information:
1
Legal fees comprised the following:

Parking fines
Sh.
120,000
Collection of debts from customers
150,000
Stamp duty on land
480,000
Settling a dispute with a customer
210,000
960,000
2
Machines and motor vehicles repairs include Sh.280,000 spent on the purchase of conveyor belts during the year.
3
During the year the company acquired the following assets:
Asset
Cost
Sh.
Date of purchase and use
Computers
   820,000
2 March 2015
Water pump
   480,000
1 January 2015
Furniture
   250,000
2 January 2015
Sugar processing machine
6,200,000
3 January 2015
Tractors
8,900,000
2 February 2015
2 saloon cars
4,800,000
10 May 2015
Heating plant
2,300,000
2 January 2015
Pick-up motor vehicles
8,600,000
5 January 2015
4
The tractor disposed of during the year had cost Sh.2,200,000 at the beginning of the year.
5
The company constructed a factory building at a cost of Sh.8,600,000 which was utilised with effect from 5 January 2015. The factory building included the showroom and a retail shop constructed at the cost of Sh.1,200,000 and Sh.960,000 respectively.
6
A godown and staff quarters were constructed at a cost of Sh.2,860,000 and Sh.1,620,000 respectively and put into use from 1 October 2015. 

Required: 
(i).  Capital allowances due to Ziwani Ltd. for the year ended 31 December 2015. 

(ii). A statement of adjusted taxable profit or loss for Ziwani Ltd. for the year ended 31 December 2015.


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May 2016

1 Questions
Question 4b
​​Nafaka Millers Limited is a maize and wheat flour milling company. The company started its operations on 5 January 2015 after incurring the following expenditure:

Sh.
Cost of land
1,600,000
Furniture and fittings
250,000
Factory building
4,200.000
Packing machine
960,000
Digital weighing scale
60,000
Processing machine
540,000
Tractor
2,400,000
Computers
620,000
Mobile phones
140,000
Combined harvester
1,800,000

Additional information:
1
The company constructed the following structures during the year which were utilised from 1 September 2015:
Cost of construction (Sh.)
Sports pavilion
   624,000
Labour quarters
1,200,000
Recreation facility
   480,000
Factory extension
   960,000
2
The company disposed of two computers at Sh.30,000 each on 1 August 2015.
3
The cost of processing machines includes the installation cost of Sh.120,000.

Required: 
Capital allowances due to Nafaka Millers Limited for the year ended 31 December 20:5.


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November 2015

1 Questions
Question 4c
​ ​​Pesa Ltd., commenced manufacturing on 1 January 2014 after incurring the following capital expenditure:

Sh.
Factory buildings (note 1)
8,000,000
Processing machinery
2,400,000
Saloon car
2,800,000
Neon advertising sign
48,000
Computers
150,000
Delivery van
960,000
Furniture and fittings
200,000
Water tank
90,000
Water pump
40,000
Computer software
120,000
Lorry (3 tonnes)
2,750,000

Additional information: 
  1. Factory buildings include; a dwelling house of Sh.1,180,000 and a commercial building comprising an office of Sh.1,200,000, a shop of Sh.800,000 and a showroom of Sh.600,000. 
  2. Processing machinery excludes an interest on loan of Sh.240,000 paid for a loan of Sh.2,000,000 used to acquire the machinery, and installation costs amounting to Sh.60,000. 
  3. The saloon car was disposed of on 1 December 2014 for Sh.1,800,000. 
  4. A staff canteen constructed during the year at a cost of Sh.840,000 was put into use on 1 September 2014. 
  5. A section of workers quarters burned down by fire had been renovated at a cost of Sh.1,500,000. The remaining section which was not affected by the fire had been valued by an insurance company at Sh.1,000,000. The workers quarters were reoccupied on 1 October 2014. 

Required: 
Capital allowances due to Pesa Ltd. for the year ended 31 December 2014.


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Question 5a
​ ​ ​​ Explain any two cases in which a business can close the year with a negative balance in any class of wear and tear elaborating on how such a balance would be treated.


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Question 4c
​ ​ ​ ​ ​​Hal Meat Processing Company (HMPC) was established on 1 January 2014 to process meat products for the local market. The company incurred the following costs in constructing relevant structures which were utilised from 1 January 2014:

Sh.
Factory building
72,000,000
Labour quarters
24,000,000
Show room
950,000
Staff recreation facility
4,500,000
Retail shop
700,000
Perimeter wall
1,550,000
Administrative offices
1,600,000
Driveway
800,000
Sports pavilion
2,600,000
Drainage system
900,000
Loading bay
1,200,000
Weigh bridge
600,000

Additional information: 
1
A borehole was drilled at a cost of Sh.1,300,000 and utilised with effect from 1 November 2014.
2
On 1 December 2014, the company constructed a factory extension at a cost of Sh.2,650,000 and put to use immediately.
3
The following items were purchased on 1 December 2014:
3
Sh.
Pick-up
2,400,000
Conveyor belt
600,000
Scanners
250,000
Mobile phones
260,000
Digital weighing machines
90,000
Computers
300,000
4
The following assets were disposed of during the year:
4
Disposal
Date
Initial Cost
Sh.
Disposal
proceed (Sh.)

Computers
30 December 2014
100,000
60,000
Mobile phones
20 December 2014
60,000
20,000

Required: 
Capital allowances due to Hal Meat Processing.Company (HMPC) for the year ended 31 December 2014


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Question 4b
​ ​ ​​Compare and contrast the provisions of the Income Tax Act as relates to "Wear and Tear" and "Farm Works Deduction". 

Your analysis should be guided by the following key aspects: 

(i) Acquisition of items previously used by another person for the same qualifying business. 

(ii) New items acquired during the year of income.


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May 2015

1 Questions
Question 4b
​ ​ ​ ​ ​ ​ ​​​​​​Quality Meat Ltd was established on 1 January 2013 to process meat products for the local market. The company incurred the following costs on constructing relevant structures which were utilized from 1 January 2013.

Sh.
Factory building
8,200,000
Labour quarters
2,400,000
Showroom
960,000
Staff recreation facility
4,800,000
Retail shop
720,000
Perimeter wall
1,400,000
Administrative offices 
620,000
Drive way
580,000
Sports Pavilon
3,200,000
Drainage system
840,000

Other assets acquired prior to 2 January 2013 comprised:

Sh.
Heating plant 
3,400,000
Delivery Vans
2,200,000
Computers
680,000
Lorry (tonnes)
4,200,000
Factory machinery
1,800,000
Fax machines
420,000
Water pump
740,000

Additional information: 
1
A borehole was drilled at a cost of Sh. 920,000 and utilized from 1 September 2013.
2
On 1 July 2014, the company constructed a factory extension and a loading bay at the cost of Sh. 2,400,000 and Sh. 560,000 respectively. The structures were utilized with effect from 1 October 2014.
3
The following assets were acquired on 1 August 2014:
3
Sh.
Pick-up
2,000,000
Conveyor belts
640,000
Scanners
220,000
Mobile phones
156,000
Electronic weighing machines 
720,000
4
The following assets were disposed off during the year: 
4
Asset
Disposal date
Cost of the asset
Disposal Proceeds
Sh.
Sh.
Computers
02-Feb-14
120,000 
420,000
Delivery van
04-Apr-14
1,100,000
760,000
Fax machine
30-Sep-14
86,000
54,000
5
The company had not claimed capital allowances since it commenced operations. 

Required: 
Capital allowances due to Quality Meat Ltd for each of the years ended 31 December 2013 and 2014.    


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