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Goldberg Company is a retail sporting goods store that uses an accrual accountin

ID: 2475087 • Letter: G

Question

Goldberg Company is a retail sporting goods store that uses an accrual accounting system. Facts regarding its operations follow: • Sales are budgeted at $280,000 for December and $250,000 for January, terms 1/eom, n/60. •

Collections are expected to be 50% in the month of sale and 48% in the month following the sale. Two percent of sales are expected to be uncollectible and recorded in an allowance account at the end of the month of sales. Bad debts expense is included as part of operating expenses.

• Gross margin is 30% of sales.

• All accounts receivable are from credit sales. Bad debts are written off against the allowance account at the end of the month following the month of sale.

• Goldberg desires to have 80% of the merchandise for the following month’s sales on hand at the end of each month. Payment for merchandise is made in the month following the month of purchase.

• Other monthly operating expenses to be paid in cash total $22,400.

• Annual depreciation is $198,000, one-twelfth of which is reflected as part of monthly operating expenses.

Goldberg Company’s statement of financial position at the close of business on November 30 follows:

GOLDBERG COMPANY Statement of Financial Position November 30, 2016

Assets

Cash $ 23,000

Accounts receivable (net of $4,000 allowance for doubtful accounts) 66,000

Inventory 156,800

Property, plant, and equipment (net of $630,000 accumulated depreciation) 1,010,000

Total assets $ 1,255,800

Liabilities and Stockholders’ Equity

Accounts payable $ 143,000

Common stock 800,000

Retained earnings 312,800

Total liabilities and equity $1,255,800

1. What is the total of budgeted cash collections for December? (Do not round intermediate calculations.)

2. How much is the book value of accounts receivable at the end of December? (Do not round intermediate calculations.)

3. How much is the income (loss) before income taxes for December? (Do not round intermediate calculations.) pre-tax operating income - December

Explanation / Answer

1)

the cash collections for the December is calculated as below

the net accounts receivable of November is $66,000

50% of December sale of $280,000 is $140,000

The totalcash collections in December is $206,000

2) The December account receivable (net of $5,600 allowance for doubtful accounts) 134,400

The following information is needed before calculation of net income statement for the month of December

We have to calculate the purchases for December . the formula is

Purchases = cost of goods sold + (closing inventory – opening inventory)

Cost of goods sold = sales – gross profit

Gross profit = 30% of sales or 100/130 * 30 or 280000/130 *30 is 64615.38

Cost of goods sold = 280,000 – 64,615.38 is 215384.62

Closing inventory = 80% of jan sales amount of $250,000 is $200,000

Opening inventory = $156,800

Purchases = 215384.62 + (200000 – 156800)

Purchases = 258584.62

The depreciation will be 1/12 th of $198,000 is $16,500

The bad debt expense would be $4,000 of November sales provision

The other operating expense is $22,400

The sales is $280,000 for December

The income statement on the above information is calculated below

Goldberg company

Budgeted income statement

For the month of december

december

Budgeted sales (in dollars)

280000

Operating expenses

purchases

258584.62

bad debt

4000

depreciation

16500

other expenses

22400

Total expenses

301484.62

Net income

-21484.62

There is a loss of $21484.62 for the month of December

Goldberg company

Budgeted income statement

For the month of december

december

Budgeted sales (in dollars)

280000

Operating expenses

purchases

258584.62

bad debt

4000

depreciation

16500

other expenses

22400

Total expenses

301484.62

Net income

-21484.62

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