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Bill’s Lawn Care Module 4 Mini Practice Problem In June, Bill commented to you t

ID: 2572172 • Letter: B

Question

Bill’s Lawn Care Module 4 Mini Practice Problem

In June, Bill commented to you that he could never figure out his bank statement, “it never matches the balance in my accounting records” he tells you. So you explain that a bank reconciliation is a tool used to balance the bank statement to the accounting books. He gives you his bank statement for June, 2014 (shown below). The general ledger shows a balance for the account cash of $14,319.00 on June 30, 2014 (detail transactions below). Bill’s business only has one checking account and no other cash accounts.

Bill has begun to have problems collecting some of his credit accounts and is considering writing off a couple of customer account balances. He asks you how these bad debts should be recorded and has asked you to begin recording bad debt using the allowance method for June, 2014. Selected account balances at the end of June, 2014 are:

Sales $7,200

Sales on Credit $2,900

Accounts Receivable $3,200

As a result of increased focus on collecting accounts receivable, Bill has decided to extend credit for one customer, Alan Jones, who owes Bill’s Lawn Care $500. Bill and Alan have agreed to a 90-day 6% note for $500 issued on June 5, 2014.

Instructions:

Using the bank statement and the general ledger, prepare a bank reconciliation for Bill’s Lawn Care as of June 30, 2014. Record the necessary journal entries to adjust the books for the appropriate reconciling items. Start with Page 6 for the journal entries. Explanations are optional.

Using the information given above, calculate the amount of bad debt using:

Percentage of Sales on Credit = 1.5%

Percentage of Accounts Receivable = 1%

Using the chart of accounts, record the journal entry for bad debt expense for Bill’s Lawn Care using the percentage of sales on credit method.

Using the note receivable information above and the chart of accounts, record the following entries in the general journal (continue these entries on Page 6):

Receipt of the note in payment of the accounts receivable balance.

Adjusting entry at the end of June, 2014 for the note receivable. (Round interest calculations to two decimals)

Assume that Alan pays the note and interest in full on the due date, record the necessary journal entry. Assume that interest has been accrued at the end of each month.

Assume that Alan defaults on the note and interest on the due date, record the necessary journal entry. Assume that interest has been accrued at the end of each month.

Please note that the calculation pages in the Excel template are required and graded. Please show your work on those pages.   

CHECKING ACCOUNT DETAIL:

DATE

TRANSACTION

TYPE & NUMBER

AMOUNT

BALANCE

BEGINNING BALANCE

$12,850.00

6/2/2014

CHECK #1570

226.00

12,624.00

6/5/2014

CHECK #1571

83.00

12,541.00

6/6/2014

EFT #43

127.00

12,414.00

6/10/2014

DEPOSIT #104

1,550.00

13,964.00

6/15/2014

CHECK #1572

145.00

13,819.00

6/15/2014

CHECK #1573

185.00

13,634.00

6/20/2014

DEPOSIT #105

885.00

14,519.00

6/24/2014

EFT #44

143.00

14,376.00

6/28/2014

CHECK #1574

87.00

14,289.00

6/28/2014

CHECK #1575

95.00

14,194.00

6/30/2014

DEPOSIT #106

425.00

14,619.00

6/30/2014

CHECK #1576

155.00

14,464.00

6/30/2014

CHECK #1577

145.00

$14,319.00

BANK STATEMENT:

FIRST NATIONAL BANK

ACCOUNT SUMMARY JUNE 30, 2014

BEGINNING BALANCE

$12,850.00

PAYMENTS

$1,021.00

DEPOSITS

2,440.00

FEES

20.00

ENDING BALANCE

$14,249.00

PAYMENTS

DATE

REFERENCE

AMOUNT

6/5/2014

1570

$266.00

6/9/2014

1571

83.00

6/10/2014

43

127.00

6/19/2014

1572

145.00

6/28/2014

1573

185.00

6/28/2014

NSF

120.00

6/30/2014

1575

95.00

TOTAL PAYMENTS

$1,021.00

DEPOSITS

DATE

REFERENCE

AMOUNT

6/11/2014

104

$1,550.00

6/23/2014

105

885.00

6/30/2014

INTEREST

5.00

TOTAL DEPOSITS

$2,440.00

FEES

6/30/2014

SVC CHG

$20.00

TOTAL FEES

$20.00

Additional Information: Check #1570 was written for $266.00, but was recorded incorrectly in the general ledger. The check was for fuel.

DATE

TRANSACTION

TYPE & NUMBER

AMOUNT

BALANCE

BEGINNING BALANCE

$12,850.00

6/2/2014

CHECK #1570

226.00

12,624.00

6/5/2014

CHECK #1571

83.00

12,541.00

6/6/2014

EFT #43

127.00

12,414.00

6/10/2014

DEPOSIT #104

1,550.00

13,964.00

6/15/2014

CHECK #1572

145.00

13,819.00

6/15/2014

CHECK #1573

185.00

13,634.00

6/20/2014

DEPOSIT #105

885.00

14,519.00

6/24/2014

EFT #44

143.00

14,376.00

6/28/2014

CHECK #1574

87.00

14,289.00

6/28/2014

CHECK #1575

95.00

14,194.00

6/30/2014

DEPOSIT #106

425.00

14,619.00

6/30/2014

CHECK #1576

155.00

14,464.00

6/30/2014

CHECK #1577

145.00

$14,319.00

Explanation / Answer

Find below the Bank reconcilition statement  

Below transactions does not need any adjustments entries in company accounts, as it gets reconciled in future period say in one or two days in case of

a) Cash receipts deposited in bank at the end of the day - This will get reconciled in a day or two. Hence no journal entry required

b) Checks issued but not presented at bank for clearance. This will reconciled as and when the check is presented at bank for clearance, Hence no journal entry required

Only below transactions needs adjustment entries in bank statement.

1) Bank Service charge

                                Bank service charge - Debit         $20

                                                To Bank - Credit                                                $20

                (Being bank charges accounted as per bank statement)

2) Check returned for customer for NSF

                                Accounts payable -Debit              $120

                                                To Bank - Credit                                                $120                      

                (Being record of check re-issued to vendor against returned earlier due to NSF as per bank statement)

3) Interest earned          

                                Bank - Debit                                       $5

                                                To Interest Earned - Credit          $5

                (Being interest earned as per bank statement)

4) Check recorded in correctly in company accounts

                                Fuel Expense - Debit                      $40                        

                                                To Bank - Credit                                $40

                (Being record of rectification entry of fuel expenses as per bank statement)

               

5)            Allowance for doubtful accounts - Debit - $104

                Sales -$7,200 *1.5% = $108 +

                Accounts receivable - $3,200 *1% = 32                   

                                                To Accounts Receivable - Credit                                $104

                (being recording write off as un collectable from accounts receivables)

6)

                Notes Receivable - Debit              $500

                                To Accounts Receivable - Credit                $500

                (being recording of notes receivables)

7)            Interest revenue receivable - Debit                         $10

                ($500*6% =$30, $30/3 months)

                                Interest Revenue - Credit           $10

                (being interest receivable on notes receivable accrued for first month)

Bank reconciliation statement Cash balance according to ledger on June 30, 2014 $14,319 (-) cash deposit in trasit not recorded by bank, not reflected in bank -$425.00 (+) Check issued by company but not presented at bank       EFT #44 $143.00       CHK #1574 $87.00       CHK #1576 $155.00       CHK #1577 $145.00 (-) Bank charged service charge not included in ledger balance -$20.00 (-) Check re issued against the returnd erlier due to NSF was not included in ledger accounts -$120.00 (-) Check returned due NSF from customer, check return entry was not included in cash balance (+) Interest earned not in company's cash balance $5.00 (-) Check written in correctly in ledgeraccount, CHK#1570 -$40.00 -$70 Bank balance according to bank statement on June 30, 2014 $14,249