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Headland Corp. sold an investment on an installment basis. The total gain of $84

ID: 2517922 • Letter: H

Question

Headland Corp. sold an investment on an installment basis. The total gain of $84,000 was reported for financial reporting purposes in the period of sale. The company qualifies to use the installment-sales method for tax purposes. The installment period is 3 years; one-third of the sale price is collected in the period of sale. The tax rate was 40% in 2017, and 35% in 2018 and 2019. The 35% tax rate was not enacted in law until 2018. The accounting and tax data for the 3 years is shown below.

Financial Accounting

Tax Return

$98,000

$98,000

84,000

28,000

$182,000

$126,000

$98,000

$98,000

0

28,000

$98,000

$126,000

$98,000

$98,000

0

28,000

$98,000

$126,000

Calculate cumulative temporary differences for years 2017-2019.

2017

2018

2019


Calculate current tax expense for years 2017-2019.


Calculate deferred tax expense for 2017-2019.

Date

Account Titles and Explanation

Debit

Credit

2017

2018

(To record the adjustment for the decrease in the enacted tax rate.)

(To record income taxes.)

2019

Financial Accounting

Tax Return

2017 (40% tax rate) Income before temporary difference

$98,000

$98,000

Temporary difference

84,000

28,000

Income

$182,000

$126,000

2018 (35% tax rate) Income before temporary difference

$98,000

$98,000

Temporary difference

0

28,000

Income

$98,000

$126,000

2019 (35% tax rate) Income before temporary difference

$98,000

$98,000

Temporary difference

0

28,000

Income

$98,000

$126,000

Calculate cumulative temporary differences for years 2017-2019.

2017

2018

2019

Cumulative temporary difference $

$

$


Calculate current tax expense for years 2017-2019.

Current tax

expensebenefit

for 2017 $

Current tax

benefitexpense

for 2018 $

Current tax

benefitexpense

for 2019 $


Calculate deferred tax expense for 2017-2019.

Deferred tax

benefitexpense

for 2017 $

Deferred tax

expensebenefit

for 2018 $

Deferred tax

benefitexpense

for 2019 $


Prepare the journal entries to record the income tax expense, deferred income taxes, and the income taxes payable at the end of each year. No deferred income taxes existed at the beginning of 2017. (Credit account titles are automatically indented when amount is entered. Do not indent manually. If no entry is required, select "No Entry" for the account titles and enter 0 for the amounts.)

Date

Account Titles and Explanation

Debit

Credit

2017

2018

(To record the adjustment for the decrease in the enacted tax rate.)

(To record income taxes.)

2019

Show how the deferred taxes will appear on the balance sheet at the end of each year.

Headland Corp.
Balance Sheet

December 31, 2017For the Year Ended December 31, 2017For the Quarter Ended December 31, 2017

Current AssetsCurrent LiabilitiesIntangible AssetsLong-term InvestmentsNon-current LiabilitiesProperty, Plant and EquipmentStockholders' EquityTotal AssetsTotal Current AssetsTotal Current LiabilitiesTotal Intangible AssetsTotal LiabilitiesTotal Liabilities and Stockholders' EquityTotal Long-term InvestmentsTotal Long-term LiabilitiesTotal Property, Plant and EquipmentTotal Stockholders' Equity

$

Headland Corp.
Balance Sheet

December 31, 2018For the Year Ended December 31, 2018For the Quarter Ended December 31, 2018

Current AssetsCurrent LiabilitiesIntangible AssetsLong-term InvestmentsNon-current LiabilitiesProperty, Plant and EquipmentStockholders' EquityTotal AssetsTotal Current AssetsTotal Current LiabilitiesTotal Intangible AssetsTotal LiabilitiesTotal Liabilities and Stockholders' EquityTotal Long-term InvestmentsTotal Long-term LiabilitiesTotal Property, Plant and EquipmentTotal Stockholders' Equity

$

Headland Corp.
Balance Sheet

December 31, 2019For the Year Ended December 31, 2019For the Quarter Ended December 31, 2019

Current AssetsCurrent LiabilitiesIntangible AssetsLong-term InvestmentsNon-current LiabilitiesProperty, Plant and EquipmentStockholders' EquityTotal AssetsTotal Current AssetsTotal Current LiabilitiesTotal Intangible AssetsTotal LiabilitiesTotal Liabilities and Stockholders' EquityTotal Long-term InvestmentsTotal Long-term LiabilitiesTotal Property, Plant and EquipmentTotal Stockholders' Equity

$

Draft the income tax expense section of the income statement for each year, beginning with “Income before income taxes.” (Enter loss using either a negative sign preceding the number e.g. -45 or parentheses e.g. (45).)

Explanation / Answer

Calculation of cumulative Temporary difference:

Other income is same for both Tax and reporting purpose. Therefore, difference is calculated by considering income from sale of investment.

For financial reporting purpose, the whole of the gain of $84000 is to be recognised in 2017. Therefore, no income in relation to sale of investment will be recognised in subsequent years.

For tax purpose, in year 2017 only 1/3 of the gain will be recognised i.e $84000/3 = $28000. Similarly, $ 28000 will be recognised in 2018 and 2019 respectively.

From above, its clear that for 2017, reporting income will be higher whereas for 2018 and 2019 taxable income will be higher. Therefore, Deferred tax liability is to be recognised in year 2017 and reversal of the same will be made in 2018 and 2019

Tax Liability for respective years:

Tax Liability = Total Taxable Income * Tax Rate

Calculation of Deferred tax Liability

For 2018, tax rate is reduced from 40% to 35%. Deferred tax laibility is recognised @40% in 2017 but in subsequent year tax is to be paid @ 35% Therefore, the difference is to be reversed.

Journal entries:

2017: Profit & Loss A/c Dr. 72800

To Current Tax 50400

To deferred tax Liabilty 22400

2018: Profit & Loss A/c Dr. 44100

To Current Tax 44100

Deferred tax liability(reversal) Dr. 12600

To Profit & Loss A/c 12600

2019 Profit & Loss A/c Dr. 44100

To current tax exp 44100

Deferred tax liability(reversal) Dr. 9800

To Profit & Loss A/c 9800

Presentation of Deferred tax liability in balance sheet

2017 Non Current Liabilty: Deferred Tax liabilty $22400

2018 Non Current Liabilty: Deferred Tax liabilty $9800

2019 Non Current Liability: Deferred Tax liabilty $0

Year Accounting Income Taxable income Difference 2017 84000 28000 56000 2018 28000 (28000) 2019 28000 (28000)
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