ITEE ITEE-1 | Page 46

2 Types of financial statements and their purposes In financial accounting, a corporation prepares a “financial statement” to report its financial status to interested parties, including shareholders, banks, vendors, and public institutions. The following are examples of financial statements. ABC trading company XYZ bank Reference B/S Abbreviation for “Balance sheet.” Assets (1)Balance sheet A “balance sheet” shows a corporation’s financial status at a certain point in time. On a balance sheet, debits or “assets” appear on the left, and credits or “liabilities” appear on the right. The process of checking whether the final totals of assets and liabilities agree is called a “balance check.” A balance sheet has the following tabular format. Titles Amount (Assets) Cash: Titles Amount (Liabilities) 1,000,000 yen Accounts receivable: 50,000 yen Inventory: 60,000 yen Debt: 70,000 yen Accounts payable: 40,000 yen Total liabilities: 110,000 yen (Owner’s Equity) Total assets: 1,110,000 yen “Assets” are items such as cash or property. They include buildings such as shops and offices, automobiles, products, and other “debits” that can be cashed in. Major accounting titles of asset ●Current assets Corporate and legal affairs Reference Financial statement Chapter 1 Checks state of business operations Example: Cash, securities, accounts receivables, etc. ●Fixed assets • Tangible assets Example: Land, buildings, fixtures, etc. • Intangible assets Example: Patent rights, leasehold rights, goodwill ●Deferred assets Capital stock: 800,000 yen Retained earnings: 200,000 yen Total owner’s equity: 1,000,000 yen Total liabilities & owner’s equity: 1,110,000 yen A balance sheet treats everything, including products as if transacted in terms of monetary value. Even if a rental agreement is pending, it is not subject to recording since no money has changed hands at this point. Example: Franchise fees, development costs, corporate bond issuance fees, etc. Reference Liabilities “Liabilities” are items such as debt. They refer to any “credits” that need to be paid. Major accounting titles of liability ●Current liabilities Example: Notes payable, accounts payable, short-term debt, etc. ●Fixed liabilities Example: Corporate bonds, long-term debt, accrued employee retirement benefit, etc. Reference Net assets “Net assets” is total assets less total liabilities. 40