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FNEC 1600 Comprehensive Problem – Due Date: December 1, 2017 Fall 2017 Your scor

ID: 2582078 • Letter: F

Question

FNEC 1600

Comprehensive Problem – Due Date: December 1, 2017

Fall 2017

Your score on the following problem will carry a weight of 13% in determining your overall course grade. A hard copy of your solution must be submitted by December 1st. Any submission after the beginning of class on that date is subject to a 10 point per day late point reduction.

Description:

You have been charged with preparing year-end adjusting entries along with a multiple-step income statement and a classified balance sheet for Fat Tire, Inc., a wholesaler of bicycles and bicycle parts. The financial statements will cover the year ended December 31, 2016. A December 31 bank reconciliation, an unadjusted trial balance, and other information to help with the adjusting entries follow.

Fat Tire, Inc.

Bank Reconciliation

31-Dec-16

Balance per Bank Statement

$297,000

Deposits in Transit

$4,500

Bank Error (See note 1 below)

1,200

Outstanding Checks

(2,000)

3,700

Adjusted Balance

$300,700

Balance per Fat Tire's Books

$300,000

Interest Earned per bank statement

$450

Book Error (See note 2 below)

1,170

NSF Check (See note 3 below)

(500)

December bank service charges

(420)

700

Adjusted Balance

$300,700

note 1: The bank incorrectly charged Fat Tire's account for a fee

              that belonged to another client of the bank.

note 2: A check for $130 to pay a cash miscellaneous operating

               expense was incorrectly recorded as $1,300 on Fat Tire's
               books.

note 3: The bank returned a bad check deposited by Fat Tire

              that represented a receipt of payment from one of Fat Tire's

              customers.

Fat Tire, Inc.

Unadjusted Trial Balance

December 31, 2016

Debit

Credit

Accounts Payable

50,000

Accounts Receivable

425,700

Accumulated Depreciation (Equip)

4,305

Accumulated Depreciation (F & F)

23,600

Advertising Expense

18,000

Allowance for Doubtful Accounts

$1,500

Cash

$300,000

Common Stock

180,000

Cost of Goods Sold

2,613,000

Depreciation Expense

6,455

Equipment

10,000

Furniture & Fixtures

50,000

Income Tax Expense

228,323

Insurance Expense

7,500

Interest Revenue

5,200

Inventory

325,000

Miscellaneous Operating Expense

2,500

Note Payable

35,000

Payroll Tax Expense

23,680

Prepaid Insurance

10,500

Rent Expense

168,000

Rent Revenue

4,000

Retained Earnings

242,553

Salary Expense

264,500

Sales Discounts

42,000

Sales Returns

30,000

Sales Revenue

4,020,000

Supplies

2,000

Supplies Expense

17,000

Unearned Rent

2,000

Utilities Expense

24,000

    Totals

4,568,158

4,568,158

Information related to adjusting entries:

No entries have been made for the December 31 bank reconciliation. Use the bank reconciliation provided to prepare the necessary entries.

Fat Tire pays employees and all payroll related liabilities semi-monthly. Each payment of payroll related liabilities is for the previous pay period. Thus, Fat Tire needs to accrue salaries and payroll related expenses for the December 16th-31st pay period. The following information was obtained for the last pay period of the year.

Gross Pay = $12,000
Federal Income Tax withholding rate = 20%
FICA rate for employees and employers = 8%
State unemployment taxes for the pay period = $250
Federal unemployment taxes for the pay period = $75

Fat Tire maintains a liability account for federal income tax withheld from employees and a separate liability account for its own corporate income taxes.

Based on a count taken on December 31st, the amount of supplies that remain on hand is $500.

Unbilled sales as of December 31 totaled $5,000. The cost of those bikes sold was $2,000.

The Allowance for Doubtful accounts is adjusted at the end of each year using the percentage of sales method. Fat Tires estimates that 1% of adjusted net sales will go uncollected.

The Prepaid Insurance balance represents an $18,000 one-year policy that began on July 1. The company adjusts any prepaid items on a monthly basis.

Fat Tire decided to sublease some of its rental space. On October 1, the company received $6,000 in advance from a neighboring business for 3 month’s rent. The lease period began on October 1. Fat Tire adjusts rent related accounts on a monthly basis.

Furniture and Fixtures were acquired on January 2, 2012 at a cost of $50,000. Management selected a 10 year life and a $2,000 residual value. Fat Tire depreciates Furniture and Fixtures on a monthly basis using the straight-line method of depreciation.

The Equipment was purchased on January 2, 2015 at a cost of $10,000. Management selected a productive life of 6,000 hours and a $1,000 residual value. Fat Tire depreciates Equipment on a monthly basis using the units-of-production method. The equipment was used 200 hours in December.

The Note Payable was issued on December 1, 2016. The terms of the note state that the principal and interest is to be paid two years from the issuance date. The interest rate stated on the note is 6 percent.

Accrued advertising expenses incurred but not yet paid totaled $1,000 on December 31.

Fat Tire makes quarterly payments for its income taxes. No entry has been made for the fourth quarter income taxes of 2016 which will be paid in 2017. To make this entry, you will have to determine the Income Before Tax for the year. One-fourth of that amount represents income earned in the fourth quarter. Fat Tire’s corporate tax rate is 40%.

Required:

Prepared the adjusting journal entries required on December 31, 2016.

Prepared a multiple-step income statement for the year ended December 31, 2016. Make sure your operating expenses are listed in descending order. Use the Income statement example that I provided as supplemental notes to chapter 6 as a guide.

Prepare a classified balance sheet as of December 31, 2016. List your current assets in order of liquidity.

Note: If it helps, prepare a supplemental schedule like we completed in problem 4.6A. It may help organize your data prior to preparing the financial statements.

Appropriate Use of Office Hours:

Office hours are held so that students can ask questions about assignments and/or concepts. For assignments that are to be submitted for a grade, it is unreasonable for you to ask ‘is my assignment correct’ or ‘can you find my mistakes’.   That is why the assignments are graded. A reasonable request is to ask ‘how to’ questions if you are stuck on a step or ‘can you help me understand this data or this requirement’. We (I’m speaking for the TAs as well) want to help, but we are not there to complete your assignments for you.

Print Formats: Be sure to use the print preview feature in Excel and adjust your spreadsheets so that they can be easily read. Points will be deducted if I have to work just to read your printouts. Use normal size fonts and make sure that when reading left to right, you do not have sheets starting on one page and finishing on another. In other words, pretend I’m your client.

Fat Tire, Inc.

Bank Reconciliation

31-Dec-16

Balance per Bank Statement

$297,000

Deposits in Transit

$4,500

Bank Error (See note 1 below)

1,200

Outstanding Checks

(2,000)

3,700

Adjusted Balance

$300,700

Balance per Fat Tire's Books

$300,000

Interest Earned per bank statement

$450

Book Error (See note 2 below)

1,170

NSF Check (See note 3 below)

(500)

December bank service charges

(420)

700

Adjusted Balance

$300,700

note 1: The bank incorrectly charged Fat Tire's account for a fee

              that belonged to another client of the bank.

note 2: A check for $130 to pay a cash miscellaneous operating

               expense was incorrectly recorded as $1,300 on Fat Tire's
               books.

note 3: The bank returned a bad check deposited by Fat Tire

              that represented a receipt of payment from one of Fat Tire's

              customers.

Fat Tire, Inc.

Unadjusted Trial Balance

December 31, 2016

Debit

Credit

Accounts Payable

50,000

Accounts Receivable

425,700

Accumulated Depreciation (Equip)

4,305

Accumulated Depreciation (F & F)

23,600

Advertising Expense

18,000

Allowance for Doubtful Accounts

$1,500

Cash

$300,000

Common Stock

180,000

Cost of Goods Sold

2,613,000

Depreciation Expense

6,455

Equipment

10,000

Furniture & Fixtures

50,000

Income Tax Expense

228,323

Insurance Expense

7,500

Interest Revenue

5,200

Inventory

325,000

Miscellaneous Operating Expense

2,500

Note Payable

35,000

Payroll Tax Expense

23,680

Prepaid Insurance

10,500

Rent Expense

168,000

Rent Revenue

4,000

Retained Earnings

242,553

Salary Expense

264,500

Sales Discounts

42,000

Sales Returns

30,000

Sales Revenue

4,020,000

Supplies

2,000

Supplies Expense

17,000

Unearned Rent

2,000

Utilities Expense

24,000

    Totals

4,568,158

4,568,158

Explanation / Answer

FLAT TIRE INC Adjustment journal entries as on December 31, 2016 Date Account Title Debit Credit Dec.31 a Cash 1170 Miscellaneous operating expenses 1170 (To record the correcting entry for misc. Expenses) b Accounts receivable 500 Cash 500 (To record NSF check) c Miscellaneous operating expenses 420 Cash 420 (To record bank service charges) d Salary expense 12000 Payroll tax expenses 1285 Employee federal income tax payable 2400 FICA taxes payable 1920 Federal unemployment tax payable 75 State unemployment tax payable 250 Salaries payable 8640 (To record payroll for Dec.16-31 pay period) e Supplies expense 1500 Supplies 1500 (To record supplies expense ) f Accounts receivable 5000 Sales revenue 5000 (To record unbilled sales) Cost of goods sold 2000 Inventory 2000 (To record of cost of goods w.r.t. Unbilled sales) g Bad debts expense 39530 Allowance for doubtful accounts 39530 (To record allowance for doubtful accounts) h Insurance expense 1500 Prepaid insurance 1500 (To record insurance for December on $18,000- one year) i Unearned rent 2000 Rent revenue 2000 (To record rent revenue for December) j Depreciation expense 480 Accumulated depreciation - F & F 480 (To record depreciation on Furniture and Fixture for Dec.) k Depreciation expense 300 Accumulated depreciation - Equipment 300 (To record depreciation on Equipment for Dec.) l Interest expense 175 Interest payable 175 (To record interest expense on note payable for Dec.) m Advertising expense 1000 Accounts payable 1000 (To record advertising expense accrued for December) n Income tax expense 53264 Income tax payable 53264 (To recors income expense for the last quarter) Payroll tax expense FICA taxes 8% of 12,000) 960 Federal unemployment tax 75 State unemployment tax 250 1285 Employee FICA taxes withheld 960 Employee Federal Income tax payable 2400 Allowance for doubtful accounts Net sales Sales revenue 4025000 Sales discount -42000 Sales returns -30000 Net sales 3953000 Allowance for doubtful accounts (1% of net sales) 39530 Depreciation on Furniture and Fixtures Cost 50000 Salvage value 2000 Depreciable value 48000 Life 10 years Annual depreciation 4800 Monthly depreciation 480 Depreciation on Equipment Cost 10000 Salvage value 1000 Depreciable value 9000 Life 6000 hours Depreciation per hour 1.5 Usage in December 200 hours Depreciation for December 300 Income tax calculation Sales revenue 4025000 Sales discount -42000 Sales returns -30000 Net sales 3953000 Interest revenue 5200 Rent revenue 6000 Total revenue 3964200 Cost of goods sold 2615000 Salary expense 276500 Rent expense 168000 Pyroll tax expense 24965 Advertising expense 19000 Depreciation expense 7235 Supplies expense 18500 Utilities expense 24000 Insurance expense 9000 Interest expense 175 Miscellaneous operating expenses 1330 Income tax expense 281587 Bad debts expense 39530 Total expenses 3484822 Net income 479378 One fourth for the last quarter 119845 Income tax expense @40% 47938 FLAT TIRE INC Income statement for the year ending December 31, 2016 Net sales revenue 3953000 Cost of goods sold 2615000 Gross income 1338000 Operating expenses: Salary expense 276500 Rent expense 168000 Bad debts expense 39530 Payroll tax expense 24965 Utilities expense 24000 Advertising expense 19000 Supplies expense 18500 Insurance expense 9000 Depreciation expense 7235 Miscellaneous operating expenses 1330 Total operating expenses 588060 Net operating income 749940 Non operating expenses Rent revenue 6000 Interest revenue 5200 Interest expense -175 Non operating items 11025 Net income before income tax 760965 Income tax expense 281587 Net income 479378 FLAT TIRE INC Balance sheet as at December 31, 2016 Assets Cash 300670 Accounts Receivable 431200 Allowance for doubtful accounts -41030 390170 Inventory 323000 Prepaid insurance 9000 Supplies 500 Current assets 1023340 Equipment 10000 Accumulated depreciation - Equipment -4605 5395 Furnitire & Fixtures 50000 Accumulated depreciation - F & F -24080 25920 Total Assets 1054655 Liabilities & equity Accounts payable 51000 Interest payable 175 Employee federal income tax payable 2400 FICA taxes payable 1920 Federal unemployment tax payable 75 State unemployment tax payable 250 Salaries payable 8640 Income tax payable 53264 Note payable 35000 Total Liabilities 152724 Common stock 180000 Retained earnings:     Balace as at January 1, 2016 242553     Net income for the year 479378     Ending balance as at Deceber 31, 2016 721931 Total Liabilities and equity 1054655