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Lecture Accounting principles (8th edition) – Chapter 12: Accounting for partnerships

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After studying this chapter, you should be able to: Explain the meaning of generally accepted accounting principles and identify the key items of the conceptual framework, describe the basic objectives of financial reporting, discuss the qualitative characteristics of accounting information and elements of financial statements.

Chapter 12-1 CHAPTER   12 ACCOUNTING FOR PARTNERSHIPS Accounting Principles,  Eighth Edition Chapter 12-2 Study Objectives Study Objectives Identify the characteristics of the partnership form of business  organization Explain the accounting entries for the formation of a partnership Identify the bases for dividing net income or net loss Describe the form and content of partnership financial statements Explain the effects of the entries to record the liquidation of a  partnership Chapter 12-3 Accounting for Partnerships Accounting for Partnerships Partnership Partnership Form Formof of Organization Organization Characteristics Organizations with partnership characteristics Advantages / disadvantages Partnership agreement Chapter 12-4 Basic Basic Partnership Partnership Accounting Accounting Forming a partnership Dividing net income / loss Financial statements Liquidation Liquidationof ofaa Partnership Partnership No capital deficiency Capital deficiency Partnership Form of Organization Partnership Form of Organization A partnership is an association of two or more persons to carry  on as co­owners of a business for profit Type of Business: Small retail, service, or manufacturing companies Accountants, lawyers, and doctors Chapter 12-5 LO 1  Identify the characteristics of the partnership form of  business organization Partnership Form of Organization Partnership Form of Organization Discussion Question Q12­1  The characteristics of a partnership include the  following:  (a) association of individuals, (b) limited life, and (c)  co­ownership of property. Explain each of these terms See notes page for discussion Chapter 12-6 LO 1  Identify the characteristics of the partnership form of  business organization Characteristics of Partnerships Characteristics of Partnerships Association of Individuals Legal entity Accounting entity Net income not taxed as a separate entity Mutual Agency Act of any partner is binding on all other partners, so long as the  act appears to be appropriate for the partnership Chapter 12-7 LO 1  Identify the characteristics of the partnership form of  business organization Characteristics of Partnerships Characteristics of Partnerships Limited Life Dissolution occurs whenever a partner withdraws or a new partner  is admitted.  Dissolution does not mean the business ends Unlimited Liability Each partner is personally and individually liable for all  partnership liabilities Chapter 12-8 LO 1  Identify the characteristics of the partnership form of  business organization Characteristics of Partnerships Characteristics of Partnerships Co­ownership of Property Each partner has a claim on total assets This claim does not attach to specific assets All net income or net loss is shared equally by the partners, unless  otherwise stated in the partnership agreement Chapter 12-9 LO 1  Identify the characteristics of the partnership form of  business organization Characteristics of Partnerships Characteristics of Partnerships Question All of the following are characteristics of partnerships except:   a co­ownership of property.   b mutual agency.   c limited life.   d limited liability Chapter 12-10 LO 1  Identify the characteristics of the partnership form of  business organization Liquidation of a Partnership Liquidation of a Partnership No Capital  Deficiency E12­9  Prepare the entries to record: a) The sale of noncash assets.  b) The  E12­9 allocation of the gain or loss on liquidation to the partners.  c) Payment  of creditors. d) Distribution of cash to the partners (c) Liabilities Cash 55,000 (d) Cassandra, Capital  Penelope, Capital Cash  57,000 28,000 Chapter 12-39 55,000 85,000 LO 5  Explain the effects of the entries to record the liquidation  of a partnership Liquidation of a Partnership Liquidation of a Partnership Question If a partner with a capital deficiency is unable to pay the amount  owed to the partnership, the deficiency is allocated to the partners  with credit balances:   a equally.   b on the basis of their income ratios.   c on the basis of their capital balances.   d on the basis of their original investments Chapter 12-40 LO 5  Explain the effects of the entries to record the liquidation  of a partnership Liquidation of a Partnership Liquidation of a Partnership Capital  Deficiency E12­10  Prior to the distribution of cash to the partners, the accounts in the  E12­10 NJF Company are: Cash $28,000, Newell Capital (Cr.) $17,000, Jennings  Capital (Cr.) $15,000, and Farley Capital (Dr.) $4,000.  The income ratios are  5:3:2, respectively Instructions (a) Prepare the entry to record (1) Farley’s payment of $4,000 in cash to the  partnership and (2) the distribution of cash to the partners with credit balances (b) Prepare the entry to record (1) the absorption of Farley’s capital deficiency  by the other partners and (2) the distribution of cash to the partners with credit  balances Chapter 12-41 LO 5  Explain the effects of the entries to record the liquidation  of a partnership Capital  Deficiency Liquidation of a Partnership Liquidation of a Partnership E12­10   (a) E12­10 C as h Bala nc e s   b e f o r e   liq uid a t io n $      2 , 0 Far le y   pay m e nt            4 , 0 Bala nc e $      3 , 0 (a) Cash  Farley, Capital  4,000 Newell, Capital  Jennings, Capital N e we ll, J e nning s , Far le y ,   C a pit al C apit al C apit a l $     (1 , 0 ) $     (1 , 0 ) $          4 , 0           (4 , 0 ) $     (1 , 0 ) $     (1 , 0 ) $              ­ 4,000 17,000 15,000 Cash  Chapter 12-42 32,000 LO 5  Explain the effects of the entries to record the liquidation  of a partnership Capital  Deficiency Liquidation of a Partnership Liquidation of a Partnership E12­10   (b) E12­10 C as h Bala nc e s   b e f o r e   liq uid a t io n $      2 , 0 Ab s o r b   Far le y   d e f ic ie nc y Bala nc e (b) J e nning s , Far le y ,   C a pit al C apit al C apit a l $     (1 , 0 ) $     (1 , 0 ) $          4 , 0            2 , 0 $      2 , 0 Newell, Capital  Jennings, Capital  N e we ll,            1 , 0           (4 , 0 ) $     (1 , 0 ) $     (1 , 0 ) $              ­ 2,500 1,500 Farley, Capital Newell, Capital  4,000 Jennings, Capital 14,500 13,500 Cash  Chapter 12-43 28,000 LO 5  Explain the effects of the entries to record the liquidation  of a partnership Admission of a Partner Admission of a Partner Illustration 12A­1 Chapter 12-44 LO 6  Explain the effects of the entries when a new partner is  admitted Purchase of a Partner’s Interest Purchase of a Partner’s Interest Assume that L. Carson agrees to pay $10,000 each to C. Ames and D.  Barker for 33 1/3% of their interest in the Ames­Barker partnership.  At  the time of admission of Carson, each partner has a $30,000 capital  balance.  Both partners, therefore, give up $10,000 of their capital equity.   The entry to record the admission of Carson is: C. Ames, Capital                        10,000 D. Barker, Capital                      10,000    L. Carson, Capital                                 20,000 The cash paid by Carson goes directly to the individual partners and  not to the partnership.  Net assets remain unchanged at $60,000 Chapter 12-45 LO 6  Explain the effects of the entries when a new partner is  admitted Investment of Assets in a Partnership Investment of Assets in a Partnership Assume that L. Carson agrees to invest $30,000 in cash in the Ames­ barker partnership for a 33 1/3% capital interest. At the time of  admission of Carson, each partner has a $30,000 capital balance. The  entry to record the admission of Carson is: Cash                                          30,000      L. Carson, Capital                                30,000 Note that both net assets and total capital have increased by $30,000 Chapter 12-46 LO 6  Explain the effects of the entries when a new partner is  admitted Withdrawal of a Partner Withdrawal of a Partner A partner may withdraw from a partnership voluntarily, by  selling his or her equity in the firm Or, he or she may withdraw involuntarily, by reaching mandatory  retirement age or by dying The withdrawal of a partner, like the admission of a partner,  legally dissolves the partnership Chapter 12-47 LO 7  Describe the effects of the entries when a partner withdraws  from the firm Withdrawal of a Partner Withdrawal of a Partner Illustration 12A­6 Chapter 12-48 LO 7  Describe the effects of the entries when a partner withdraws  from the firm Payment From Partners’ Personal Assets Payment From Partners’ Personal Assets Assume that partners Morz, Nead, and Odom have capital balances of  $25,000, $15,000, and $10,000, respectively.  Morz and Nead agree to  buy out Odom’s interest.  Each of them agrees to pay Odom $8,000 in  exchange for one­half of Odom’s total interest of $10,000.  The entry to  record the withdrawal is: Odom, Capital                        10,000        Morz, Capital                                   5,000    Nead, Capital                                    5,000 Note that net assets and total capital remain the same at $50,000.   The $16,000 paid to Odom by the remaining partners isn’t recorded by  the partnership Chapter 12-49 LO 7  Describe the effects of the entries when a partner withdraws  from the firm Payment From Partnership Assets Payment From Partnership Assets Assume that the following capital balances exist in the RST partnership:   Roman $50,000, Sand $30,000, and Terk $20,000.  The partners share  income in the ratio of 3:2:1, respectively.  Terk retires from the  partnership and receives a cash payment of $25,000 from the firm In this example, a bonus is paid to the retiring partner since the  cash paid to the retiring partner is more than his/her capital  balance Allocate the bonus to the remaining partners on the basis of their income  ratios Chapter 12-50 LO 7  Describe the effects of the entries when a partner withdraws  from the firm Payment From Partnership Assets Payment From Partnership Assets Assume that the following capital balances exist in the RST partnership:   Roman $50,000, Sand $30,000, and Terk $20,000.  The partners share  income in the ratio of 3:2:1, respectively.  Terk retires from the  partnership and receives a cash payment of $25,000 from the firm The bonus paid to the retiring partner is $5,000, the difference  between the $25,000 paid to the retiring partner and his/her  capital balance The allocation of the $5,000 bonus is:  Roman $3,000 ($5,000 X 3/5) and  Sand $2,000 ($5,000 X 2/5) Chapter 12-51 LO 7  Describe the effects of the entries when a partner withdraws  from the firm Payment From Partnership Assets Payment From Partnership Assets Assume that the following capital balances exist in the RST partnership:   Roman $50,000, Sand $30,000, and Terk $20,000.  The partners share  income in the ratio of 3:2:1, respectively.  Terk retires from the  partnership and receives a cash payment of $25,000 from the firm The journal entry to record the withdrawal of Terk is as  follows:  Terk, Capital                               20,000 Roman, Capital                              3,000 Sand, Capital                                2,000 Cash                                                    25,000 Chapter 12-52 LO 7  Describe the effects of the entries when a partner withdraws  from the firm Copyright Copyright “Copyright © 2008 John Wiley & Sons, Inc. All rights reserved. Reproduction or  translation of this work beyond that permitted in Section 117 of the 1976 United  States Copyright Act without the express written permission of the copyright owner  is unlawful. Request for further information should be addressed to the Permissions  Department, John Wiley & Sons, Inc. The purchaser may make back­up copies for  his/her own use only and not for distribution or resale. The Publisher assumes no  responsibility for errors, omissions, or damages, caused by the use of these programs  or from the use of the information contained herein.” Chapter 12-53 ... Explain the effects of the entries to record the liquidation of a  partnership Chapter 12-3 Accounting? ?for? ?Partnerships Accounting? ?for? ?Partnerships Partnership Partnership Form Formof of Organization Organization Characteristics.. .CHAPTER   12 ACCOUNTING FOR PARTNERSHIPS Accounting? ?Principles,   Eighth Edition Chapter 12-2 Study Objectives Study Objectives Identify the characteristics of the partnership form of business ... carrying value.   c fair market value.   d original cost Chapter 12-19 LO 2 Explain the? ?accounting? ?entries? ?for? ?the formation of a partnership Forming a Partnership Forming a Partnership Partner’s initial investment should be recorded at the fair market value 

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