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Intermediate accounting 12th edition kieso warfield chapter 02

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First Level: Basic Objectives Second Level: Fundamental Concepts Second Level: Fundamental Concepts Third Level: Recognition and Measurement Third Level: Recognition and Measurement Ba

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Prepared by Coby Harmon, University of California, Santa Barbara

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Chapter

2-2

1 Describe the usefulness of a conceptual framework.

2 Describe the FASB’s efforts to construct a conceptual

framework.

3 Understand the objectives of financial reporting.

4 Identify the qualitative characteristics of accounting

information.

5 Define the basic elements of financial statements.

6 Describe the basic assumptions of accounting.

7 Explain the application of the basic principles of

accounting.

8 Describe the impact that constraints have on reporting

accounting information.

Chapter 2 Learning Objectives

Chapter 2 Learning Objectives

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First Level:

Basic Objectives

Second Level:

Fundamental Concepts

Second Level:

Fundamental Concepts

Third Level: Recognition and Measurement

Third Level: Recognition and Measurement

Basic assumptions Basic principles Constraints

Qualitative characteristics Basic elements

Conceptual Framework

Conceptual Framework

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Chapter

2-4

The Need for a Conceptual Framework

To develop a coherent set of standards and rules

To solve new and emerging practical problems

Conceptual Framework

Conceptual Framework

LO 1 Describe the usefulness of a conceptual framework.

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nature, function, and limits of financial accounting and financial statements.

Conceptual Framework

Conceptual Framework

LO 1 Describe the usefulness of a conceptual framework.

True

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Chapter

The FASB has issued six Statements of Financial

Accounting Concepts (SFAC) for business enterprises.

The FASB has issued six Statements of Financial

Accounting Concepts (SFAC) for business enterprises

Development of Conceptual Framework

Development of Conceptual Framework

SFAC No.1 - Objectives of Financial Reporting

SFAC No.2 - Qualitative Characteristics of Accounting Information

SFAC No.3 - Elements of Financial Statements (superceded by

SFAC No 6)

SFAC No.4 - Nonbusiness Organizations

SFAC No.5 - Recognition and Measurement in Financial Statements

SFAC No.6 - Elements of Financial Statements (replaces SFAC No 3)

SFAC No.7 - Using Cash Flow Information and Present Value in

Accounting Measurements

LO 2 Describe the FASB’s efforts to construct a conceptual framework.

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Chapter

2-8

The Framework is comprised of three levels:

First Level = Basic Objectives

Second Level = Qualitative Characteristics and Basic Elements

Third Level = Recognition and Measurement Concepts

Conceptual Framework

Conceptual Framework

LO 2 Describe the FASB’s efforts to construct a conceptual framework.

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2 Useful in assessing future cash flows

3 About enterprise resources, claims to resources, and changes in them

ELEMENTS

Assets, Liabilities, and Equity Investments by owners

Distribution to owners Comprehensive income Revenues and Expenses Gains and Losses

LO 2 Describe the FASB’s

efforts to construct a conceptual framework.

QUALITATIVE CHARACTERISTICS

Relevance Reliability Comparability Consistency

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Chapter

2-10

What are the Statements of Financial Accounting

Concepts intended to establish?

financial reporting by business enterprises

generally accepted accounting principles.”

standards of financial accounting and reporting

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Chapter

2-11

Financial reporting should provide information that:

Financial reporting should provide information that:

(a) is useful to present and potential investors and creditors

and other users in making rational investment, credit, and similar decisions

(a) is useful to present and potential investors and creditors

and other users in making rational investment, credit, and similar decisions

(b) helps present and potential investors and creditors and

other users in assessing the amounts, timing, and

uncertainty of prospective cash receipts

(b) helps present and potential investors and creditors and

other users in assessing the amounts, timing, and

uncertainty of prospective cash receipts

(c) portrays the economic resources of an enterprise, the

claims to those resources, and the effects of

transactions, events, and circumstances that change its

resources and claims to those resources

(c) portrays the economic resources of an enterprise, the

claims to those resources, and the effects of

transactions, events, and circumstances that change its

resources and claims to those resources

First Level: Basic Objectives

First Level: Basic Objectives

LO 3 Understand the objectives of financial reporting.

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Chapter

2-12

According to the FASB conceptual framework, the

objectives of financial reporting for business

enterprises are based on?

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disclose, and the format in which to present it?

Second Level: Fundamental Concepts

Second Level: Fundamental Concepts

LO 4 Identify the qualitative characteristics of accounting information.

Answer:

By determining which alternative provides the most

useful information for decision-making purposes

(decision usefulness)

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Chapter

2-14

Qualitative Characteristics

“The FASB identified the Qualitative Characteristics

of accounting information that distinguish better

(more useful) information from inferior (less useful)

information for decision-making purposes.”

Second Level: Fundamental Concepts

Second Level: Fundamental Concepts

LO 4 Identify the qualitative characteristics of accounting information.

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Chapter

2-15

Second Level: Qualitative Characteristics

Second Level: Qualitative Characteristics

LO 4 Identify the qualitative characteristics of accounting information.

Illustration 2-2 Hierarchy of Accounting Qualities

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Chapter

2-16

Understandability

A company may present highly relevant and reliable

information, however it was useless to those who do

not understand it

Second Level: Fundamental Concepts

Second Level: Fundamental Concepts

LO 4 Identify the qualitative characteristics of accounting information.

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2 Useful in assessing future cash flows

3 About enterprise resources, claims to resources, and changes in them

QUALITATIVE CHARACTERISTICS

Relevance Reliability Comparability Consistency

ELEMENTS

Assets, Liabilities, and Equity Investments by owners

Distribution to owners Comprehensive income Revenues and Expenses Gains and Losses

Relevance and Reliability

Relevance and Reliability

LO 4 Identify the qualitative

characteristics of accounting information.

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Chapter

2-18 LO 4 Identify the qualitative characteristics of accounting information.

Second Level: Qualitative Characteristics

Second Level: Qualitative Characteristics

Primary Qualities:

Predictive valueFeedback valueTimeliness

Reliability

VerifiableRepresentational faithfulnessNeutral - free of error and bias

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Chapter

2-19

Review:

LO 4 Identify the qualitative characteristics of accounting information.

Relevance and reliability are the two primary

qualities that make accounting information useful for decision making.

To be reliable, accounting information must be

capable of making a difference in a decision.

True

False

Second Level: Qualitative Characteristics

Second Level: Qualitative Characteristics

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2 Useful in assessing future cash flows

3 About enterprise resources, claims to resources, and changes in them

QUALITATIVE CHARACTERISTICS

Relevance Reliability Comparability Consistency

ELEMENTS

Assets, Liabilities, and Equity Investments by owners

Distribution to owners Comprehensive income Revenues and Expenses Gains and Losses

LO 4 Identify the qualitative

characteristics of accounting information.

Comparability and Consistency

Comparability and Consistency

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Chapter

2-21 LO 4 Identify the qualitative characteristics of accounting information.

Second Level: Qualitative Characteristics

Second Level: Qualitative Characteristics

Secondary Qualities:

reported in a similar manner for different companies

is considered comparable

accounting treatment to similar events from period

to period

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Chapter

2-22

Review:

LO 4 Identify the qualitative characteristics of accounting information.

Adherence to the concept of consistency

requires that the same accounting principles be

applied to similar transactions for a minimum of

five years before any change in principle is

adopted.

False

Second Level: Qualitative Characteristics

Second Level: Qualitative Characteristics

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2 Useful in assessing future cash flows

3 About enterprise resources, claims to resources, and changes in them

QUALITATIVE CHARACTERISTICS

Relevance Reliability Comparability Consistency

ELEMENTS

Assets, Liabilities, and Equity Investments by owners

Distribution to owners Comprehensive income Revenues and Expenses Gains and Losses

Elements

Elements

LO 5 Define the basic

elements of financial statements.

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Chapter

2-24

Investment by ownersDistribution to ownersComprehensive incomeRevenue

ExpensesGains

Losses

Second Level: Elements

Second Level: Elements

Concepts Statement No 6 defines ten interrelated

elements that relate to measuring the performance and financial status of a business enterprise

AssetsLiabilitiesEquity

LO 5 Define the basic elements of financial statements.

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Chapter

2-25

Second Level: Elements

Second Level: Elements

with items below.

(a) Arises from peripheral or

(e) Increases in net assets in a

period from nonowner

(a)

Elements

(b)

(c) (d) (c)

(a) (e)

Assets Liabilities Equity Investment by owners Distribution to owners Comprehensive income Revenue

Expenses Gains Losses

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Chapter

2-26

(g)

Second Level: Elements

Second Level: Elements

with items below.

future economic benefit.

assets during the year, after adding distributions

to owners and subtracting investments by owners.

statement activities that constitute the entity’s ongoing major or central

(a)

Elements

(b)

(d) (c)

Expenses Gains Losses

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Chapter

2-27

(g)

Assets Liabilities Equity Investment by owners Distribution to owners Comprehensive income Revenue

Expenses Gains Losses

Second Level: Elements

Second Level: Elements

with items below.

assets of the enterprise.

sale of product.

purchasing the company’s own stock.

the period, except those from investments by

owners and distributions to owners.

LO 5 Define the basic elements of financial statements.

(a)

Elements

(b)

(d) (c)

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Chapter

2-28

Review:

Second Level: Elements

Second Level: Elements

According to the FASB conceptual framework, an

entity’s revenue may result from

transactions

c. An increase in a liability from incidental

transactions

LO 5 Define the basic elements of financial statements.

(CPA adapted)

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Chapter

2-29

Third Level: Recognition and Measurement

Third Level: Recognition and Measurement

The FASB sets forth most of these concepts in its

Statement of Financial Accounting Concepts No 5,

“Recognition and Measurement in Financial Statements

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Chapter

2-30

separate from its owners and other businesses

objectives and commitments

activities into time periods

Third Level: Assumptions

Third Level: Assumptions

LO 6 Describe the basic assumptions of accounting.

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Chapter

2-31

Third Level: Assumptions

Third Level: Assumptions

LO 6 Describe the basic assumptions of accounting.

accounting is best described in each item below.

(a) The economic activities of FedEx Corporation

are divided into 12-month periods for the

purpose of issuing annual reports.

(b) Solectron Corporation, Inc does not adjust

amounts in its financial statements for the

effects of inflation.

(c) Walgreen Co reports current and noncurrent

classifications in its balance sheet.

(d) The economic activities of General Electric

and its subsidiaries are merged for

accounting and reporting purposes.

Periodicity

Going Concern

Monetary Unit

Economic Entity

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Chapter

2-32

exchange transaction, is the “cost”

Issues:

Historical cost provides a reliable benchmark for measuring historical trends

Fair value information may be more useful

FASB issued SFAS 15X, “Fair Value Measurements (2005).”

Reporting of fair value information is increasing.

Third Level: Principles

Third Level: Principles

LO 7 Explain the application of the basic principles of accounting.

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Chapter

2-33

realized or realizable and (2) when earned

Exceptions:

During Production.

At End of Production Upon Receipt of Cash

Third Level: Principles

Third Level: Principles

LO 7 Explain the application of the basic principles of accounting.

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Chapter

2-34

with accomplishment (revenues) whenever it is

reasonable and practicable to do so “Let the expense

follow the revenues.”

Third Level: Principles

Third Level: Principles

LO 7 Explain the application of the basic principles of accounting.

Illustration 2-4 Expense Recognition

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Chapter

2-35

sufficient importance to influence the judgment and

decisions of an informed user

Provided through:

Financial Statements Notes to the Financial Statements Supplementary information

Third Level: Principles

Third Level: Principles

LO 7 Explain the application of the basic principles of accounting.

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Chapter

2-36

Third Level: Principles

Third Level: Principles

LO 7 Explain the application of the basic principles of accounting.

accounting is best described in each item below.

(a) Norfolk Southern Corporation reports revenue in

its income statement when it is earned instead of

when the cash is collected.

(b) Yahoo, Inc recognizes depreciation expense for

a machine over the 2-year period during which that

machine helps the company earn revenue.

(c) Oracle Corporation reports information about

pending lawsuits in the notes to its financial

statements.

(d) Eastman Kodak Company reports land on its

balance sheet at the amount paid to acquire it, even

though the estimated fair market value is greater.

Revenue Recognition Matching

Full Disclosure Historical Cost

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Chapter

2-37

must be weighed against the benefits that can be

derived from using it

omission would influence or change the judgment of

a reasonable person

industries and business concerns sometimes requires departure from basic accounting theory

that will be least likely to overstate assets and

income

Third Level: Constraints

Third Level: Constraints

LO 8 Describe the impact that constraints have

on reporting accounting information.

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Chapter

2-38

illustrated by the items below?

(a) Zip’s Farms, Inc reports agricultural crops

on its balance sheet at market value.

(b) Crimson Tide Corporation does not accrue a

contingent lawsuit gain of $650,000.

(c) Wildcat Company does not disclose any

information in the notes to the financial

statements unless the value of the information

to users exceeds the expense of gathering it.

(d) Sun Devil Corporation expenses the cost of

wastebaskets in the year they are acquired.

Industry Practice Conservatism

Third Level: Constraints

Third Level: Constraints

Cost-Benefit

Materiality

LO 8 Describe the impact that constraints have

on reporting accounting information.

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Chapter

2-39

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