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August 2024

Unit: Financial accounting

9 Questions

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Questions

1
Financial Statements of a sole trader
​ ​ ​ ​ ​ ​​Angela Riziki started a wholesale business on 1 July 2023 by depositing Sh.12,000,0000 into a business bank account. Angela Riziki did not maintain a full set of accounting records. The following transactions took place during the year ended 30 June 2024:

1.
Brought in her personal pick-up van valued at Sh.6,000,000 to be used in the business. The van was estimated to have an economic useful life of 4 years as at 1 July 2023. 
2.
On 31 December 2023, she took a bank loan of Sh.4,000,000 at an interest rate of 15% per annum. At the end of the year the loan interest was in arrears. 
3.
During the year ended 30 June 2024, Angela purchased goods amounting to Sh.79,000,000 on credit and Sh.6,000,000 on cash paid through the bank. As at 30 June 2024, Sh.3,000,000 accounts payable to suppliers was still outstanding.
4.
Credit sales during the year amounted to Sh.125,000,000 while cash sales amounted to Sh.6,500,000. A customer who owed Sh.1,500,000 was declared bankrupt and the debt had to be written off. By 30 June 2024, accounts receivable stood at Sh.5,500,000.
5.
During the year, Angela Riziki spent Sh.2,500,000 of the cash sales received for her personal use and Sh.1,200,000 to pay for telephone and water bills. The balance was banked.
6.
Discount received and discount allowed during the year ended 30 June 2024 amounted to Sh.1,800,000 and 1,100,000 respectively.
7.
As at 30 June 2024, inventory was valued at Sh.7,200,000. 
8.
Credit suppliers and credit customers are paid and pay through the bank respectively.
9.
The following payments were made through the bank during the year:
9.
Expenses
Sh.“000”
Rent expenses 
3,600
Purchase of furniture (1 July 2023) 
8,000
Salaries and wages
11,000
Transport
4,200
Insurance
2,800
Advertisement
2,100
Repair of motor vehicle (van) 
850
Electricity and internet 
2,200
Carriage inwards
2,500
10.
Furniture was to be depreciated at the rate of 15% per annum on a straight line basis. 
11.
As at 30 June 2024, electricity bills unpaid amounted to Sh.450,000, while insurance prepaid was Sh.1,200,000.

Required: 
(a) Statement of profit or loss for the year ended 30 June 2024. 

(b) Statement of financial position as at 30 June 2024. 
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2
Statements of a not-for-profit entity
​ ​ ​​The following is the receipt and payment account of Vijana Youth Club for the year ended 30 June 2024:

Vijana Youth Club
Receipt and payments account
Sh.“000”
Sh.“000”
Balance brought forward
1,400
Motor vehicle 
26,000
Subscriptions
25,800
Water and electricity 
3,520
Bar takings 
40,000
Secretary honoraria
720
Donations
9,600
Bar wages 
2,800
Sale of equipment 
800
Administrative staff salaries 
12,800
Sale of magazines 
3,200
Bar payables 
29,600
Competition tickets 
7,200
Ground maintenance
4,400
Insurance
4,800
Balance carried forward 
?
88,000
88,000

Additional information:
1.
Investment income of 10% per annum is receivable as at 30 June 2024.
2.
During the year ended 30 June 2024, equipment with a net book value of Sh.600,000 was disposed of for Sh.800,000.
3.
Depreciation policy is on a reducing balance basis at the following rates:
3.
Asset
Rate per annum (%)
Motor vehicle
10
Equipment
20
4.
The following balances were provided for the years ended 30 June: 
4.
2023 Sh.“000”
2024 Sh.“000”
Bank
1,400
?
Land at cost
10,000
10,000
Motor vehicles 
20,000
?
Equipment
14,400
?
Investment at cost 
40,000
40,000
Bar inventory 
880
1,440
Bar payables 
1,600
2,000
Subscription in arrears 
1,840
1,480
Subscriptions in advance
2,880
720
Accrued insurance 
800
1,200
Accrued electricity 
400
520
Accrued bar wages
-
600

Required:
(a)
Bar statement of profit or loss for the year ended 30 June 2024. 
(b)
Income and expenditure account for the year ended 30 June 2024.
(c)
Statement of financial position as at 30 June 2024.
 
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3a
The Accounting Process and Systems
​​Describe TWO uses of source documents in accounting.
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3b
Financial Statements of a company
​ ​ ​ ​​The following trial balance was extracted from the books of Hibiscus Ltd. as at 30 June 2024:

Sh.“000”
Sh.“000”
Ordinary share capital of Sh.100 each 
78,000
12% preference share capital of Sh.100 each 
13,000
Share premium 
10,400
10% debentures
13,000
Accounts payable 
19,240
Accounts receivable 
42,900
Sales
724,000
Purchases
548,600
Discounts allowed 
650
Discounts received 
1,690
Freehold buildings 
165,000
Furniture and fittings
83,200
Accumulated depreciation:
  • Freehold buildings 
6,500
  • Furniture and fittings
33,280
Inventory (1 July 2023)
54,600
Returns outward 
10,400
Rent expenses 
16,900
Selling and distribution expenses 
21,710
Bad debts written off 
520
Allowance for doubtful debts 
2,340
Administrative expenses
7,280
Retained earnings (1 July 2023) 
47,060
Goodwill
20,800
Bank overdraft
3,250
962,160
962,160

The following additional information is available:
1.
Depreciation on non-current assets is provided on a straight line basis at the following rates:
1.
Asset
Rate per annum (%) 
Freehold buildings
20
Furniture and fittings
12.5
2.
As at 30 June 2023, accounts receivables included Sh.130,000 due from Johnson Wetu who has now been declared bankrupt. It has been decided to write off this debt as a bad debt. 
3.
The allowance for doubtful debt as at 30 June 2024 is to be adjusted to 10% of accounts receivable.
4.
Rent expenses prepaid as at 30 June 2024 amounted to Sh.52,000.
5.
Administrative expenses accrued as at 30 June 2024 amounted to Sh.95,000.
6.
The company paid the interest on debentures for the year ended 30 June 2024 on 31 July 2024.
7.
 As at 30 June 2024, inventory was valued at Sh.7,280,000.
8.
The company directors propose that the preference shares dividend be paid and a dividend of 10% of the ordinary shares be paid.
9.
 Corporation tax is charged at the rate of 30% of the net profit. 

Required:
(i)
Statement of profit or loss for the year ended 30 June 2024. 
(ii)
Statement of financial position as at 30 June 2024. 

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4a
​​Distinguish between “partners’ capital accounts” and “partners’ current accounts”.
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4b
Analyzing Financial Statements
​ ​ ​ ​​The following are the financial statements of Precious Ltd. for the years ended 31 March 2023 and 31 March 2024:

Precious Ltd.
Statement of profit or loss for the year ended 31 March 2024:
Sh.“000”
Sh.“000”
Gross profit 
26,700
Operating expenses 
(22,050)
4,650
Other incomes: 
Interest income received
900
Gain on sale of investments 
1,800
Less:  Loss on sale of plant
(450)
2,250
6,900
Interest expenses paid
3,450
Net profit before tax
3,450
Income tax 
(1,050)
Net profit after tax 
2,400


Precious Ltd.
Statement of financial position as at 31 March:
2023
2024
Non-current assets: 
 Sh.“000”
 Sh.“000”
Property, plant and equipment (cost)
75,750
107,250
Accumulated depreciation 
(10,200)
(15,450)
65,550
91,800
Investments
19,050
17,250
Current assets: 
Inventory
16,500
21,600
Accounts receivable
8,250
7,050
Cash
2,250
6,900
Prepayments 
750
150
Total current assets 
27,720
35,700
Total assets 
112,350
144,750
Liabilities and capital:
Ordinary share capital
47,250
69,750
Revenue reserves 
19,800
21,000
67,050
90,750
Long term liabilities: 
Bonds
36,750
44,250
Current liabilities: 
Accounts payable 
6,450
7,500
Accrued liabilities 
1,350
1,800
Tax payable 
750
450
Current liabilities 
8,550
9,750
Total liabilities and equity 
112,350
144,750
  
Additional information: 
  1. Precious Ltd. purchased investments worth Sh.11,700,000 during the year ended 31 March 2024. 
  2. The company sold investments that had cost Sh.13,500,000 for Sh.15,300,000 during the year. 
  3. During the year, new machinery worth Sh.18,000,000 was acquired. Some items of property, plant and equipment that had cost Sh.1,500,000 with accumulated depreciation of Sh.300,000 were disposed of for Sh.750,000. 
  4. Included in the operating expenses for the year ended 31 March 2024 is the depreciation charged for the year amounting to Sh.5,550,000. 
  5. The company issued bonds worth Sh.15,000,000 at face value in exchange for plant assets on 31 March 2024 and repaid Sh.7,500,000 of bonds at face value. 
  6. The company issued 2,250,000 ordinary shares at Sh.10 par value during the year. 
  7. The company paid cash dividends of Sh.1,200,000 during the year ended 31 March 2024. 

Required: 
Statement of cash flows for the year ended 31 March 2024 in accordance with International Accounting Standard (IAS) 7 “Statement of Cash Flows”.

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5a
Accounting in the Public Sector
​​Explain the following terms as used in public sector accounting: 
 
(i) Appropriation-in-aid. 
 
(ii) Paymaster general. 
 
(iii) Exchequer account.
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5b
The Accounting Process and Systems
​​Highlight FOUR reasons that may cause a cheque to be dishonoured by a bank.
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5c
Accounting for Assets and Liabilities
​ ​​The following information relates to the non-current assets of Daraja Ltd. as at 1 April 2023:

Non-current assets 
Cost
Accumulated depreciation 
Sh.“000”
Sh.“000”
Freehold property
70,000
-
Plant and machinery 
52,500
20,320
Office equipment
10,500
5,110
Motor vehicles 
31,500
18,200

Additional information: 
1.
The following non-current assets were acquired during the year ended 31 March 2024:
1.
Date
Non-current assets  
Cost Sh.“000”
1 April 2023 
Machinery
7,000
1 October 2023 
Motor vehicle
4,200
2.
The following non-current assets were disposed of during the year ended 31 March 2024: 
Date
Non-current
Assets
Sales
proceeds
 Sh.“000”
Cost

 Sh.“000”
Accumulated depreciation
as at date of disposal
Sh.“000” 

1 April 2023
Machinery
4,830
6,300
700
1 July 2023
Office equipment 
448
560
140
31 March 2024
Motor vehicle 
2,240
3,500
350
3.
Daraja Ltd. depreciates the assets using the straight-line method on a pro rata basis at the following rates per annum: 
3.
Non-current assets 
Rate per annum (%) 
Plant and machinery 
20
Office equipment 
15
Motor vehicle 
25
4
On 1 April 2023, the management of Daraja Ltd. decided to start depreciating freehold property at the rate of 2.5% per annum.

Required:
Non-current asset movement schedule for the year ended 31 March 2024. 

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