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Evergreen Company sells lawn and garden products to wholesalers. The company\'s

ID: 2562544 • Letter: E

Question

Evergreen Company sells lawn and garden products to wholesalers. The company's fiscal year-end is December 31. During 2018, the following transactions related to receivables occurred:

Sold merchandise to Lennox, Inc. for $24,000 and accepted a 8%, 7-month note. 8% is an appropriate rate for this type of note.

Sold merchandise to Maddox Co. and accepted a noninterest-bearing note with a discount rate of 8%. The $22,000 payment is due on March 31, 2019.

Sold merchandise to Carr Co. for $20,000 with terms 2/10, n/30. Evergreen uses the gross method to account for cash discounts.

Discounted the Lennox, Inc., note at the bank. The bank’s discount rate is 10%. The note was discounted without recourse.


Required:
1. Prepare the necessary journal entries for Evergreen for each of the above dates. For transactions involving the sale of merchandise, ignore the entry for the cost of goods sold.
2. Prepare any necessary adjusting entries at December 31, 2018. Adjusting entries are only recorded at year-end.
3. Prepare a schedule showing the effect of the journal entries on 2018 income before taxes.

Feb. 28

Sold merchandise to Lennox, Inc. for $24,000 and accepted a 8%, 7-month note. 8% is an appropriate rate for this type of note.

Mar. 31

Sold merchandise to Maddox Co. and accepted a noninterest-bearing note with a discount rate of 8%. The $22,000 payment is due on March 31, 2019.

Apr. 3

Sold merchandise to Carr Co. for $20,000 with terms 2/10, n/30. Evergreen uses the gross method to account for cash discounts.

11 Collected the entire amount due from Carr Co. 17 A customer returned merchandise costing $4,500. Evergreen reduced the customer’s receivable balance by $6,300, the sales price of the merchandise. Sales returns are recorded by the company as they occur. 30 Transferred receivables of $63,000 to a factor without recourse. The factor charged Evergreen a 1% finance charge on the receivables transferred. The sale criteria are met. June 30

Discounted the Lennox, Inc., note at the bank. The bank’s discount rate is 10%. The note was discounted without recourse.

Sep. 30 Lennox, Inc., paid the note amount plus interest to the bank.

Explanation / Answer

Answer:

1. Prepare the necessary journal entries for Evergreen for each of the above dates. For transactions involving the sale of merchandise, ignore the entry for the cost of goods sold.

Date

Description

Debit $

Credit $

28-Feb

Note receivable

24000

Sales revenue

24000

(to record the note for sale)

31-Mar

Note receivable (face amount)

22,000

Discount ($22,000 x 8%)

1760

Sales revenue (difference)

20,240

3-Apr

Accounts receivable

20,000

Sales revenue

20,000

11-Apr

Cash (98% x $20,000)

19600

Sales discounts (2% x $20,000)

400

Accounts receivable

20,000

17-Apr

Sales returns

6300

Accounts receivable

6300

Inventory

4500

Cost of goods sold

4500

30-Apr

Cash (99% x $63,000)

62370

Loss on sale of receivables
(1% x $63,000)

630

Accounts receivable

63,000

30-Jun

Interest receivable

640

Interest revenue ($24,000 x 8% x 4/12)

640

30-Sep

Cash (proceeds determined below)

$24,366

Loss on sale of note receivable (to balance)

$273.60

Interest receivable (from adjusting entry)

640

Note receivable (face amount)

24,000

$24,000

Face amount

1120

Interest to maturity ($24,000 x 8% x 7/12)

$25,120

Maturity value

-753.6

Discount ($25120x 12% x 3/12)

$24,366

Cash proceeds

___________________________________________________________________
2. Prepare any necessary adjusting entries at December 31, 2018. Adjusting entries are only recorded at year-end.

Date

Description

Debit $

Credit $

31-Dec

Discount

1320

Interest revenue ($22,000 x 8% x 9/12)

1320

__________________________________________________________________________
3. Prepare a schedule showing the effect of the journal entries on 2018 income before taxes.

Income

Date

increase (decrease)

28-Feb

$24,000

31-Mar

20,240

3-Apr

20,000

11-Apr

-400

17-Apr

-6,300

17-Apr

4,500

30-Apr

-630

30-Jun

640

30-Jun

($273.60)

31-Dec

1320

Total effect

$63,096

Date

Description

Debit $

Credit $

28-Feb

Note receivable

24000

Sales revenue

24000

(to record the note for sale)

31-Mar

Note receivable (face amount)

22,000

Discount ($22,000 x 8%)

1760

Sales revenue (difference)

20,240

3-Apr

Accounts receivable

20,000

Sales revenue

20,000

11-Apr

Cash (98% x $20,000)

19600

Sales discounts (2% x $20,000)

400

Accounts receivable

20,000

17-Apr

Sales returns

6300

Accounts receivable

6300

Inventory

4500

Cost of goods sold

4500

30-Apr

Cash (99% x $63,000)

62370

Loss on sale of receivables
(1% x $63,000)

630

Accounts receivable

63,000

30-Jun

Interest receivable

640

Interest revenue ($24,000 x 8% x 4/12)

640

30-Sep

Cash (proceeds determined below)

$24,366

Loss on sale of note receivable (to balance)

$273.60

Interest receivable (from adjusting entry)

640

Note receivable (face amount)

24,000

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