Chapter 7-1 Chapter 15 Accounting Principles Financial Accounting, Seventh Edition Chapter 7-2 Study Objectives 1. Explain the meaning of GAAP and identify the key items of the conceptual framework. 2. Describe the basic objectives of financial reporting. 3. Discuss the qualitative characteristics of accounting information and elements of financial statements. 4. Identify the basic assumptions used by accountants. 5. Identify the basic principles of accounting. 6. Identify the two constraints in accounting. 7. Explain the accounting principles used in international operations. Chapter 7-3 Accounting Principles The Conceptual Framework of Accounting Objectives of reporting Qualitative characteristics Elements of financial statements Operating guidelines Chapter 7-4 Constraints in Accounting An International Perspective Assumptions Principles Monetary unit Revenue recognition Materiality Differences Cost-benefit Uniformity Expense recognition (matching) Summary of conceptual framework Economic entity Time period Going concern Full disclosure Measurement The Conceptual Framework of Accounting Financial Statements Various users need financial information Balance Sheet Income Statement Statement of Retained Earnings Statement of Cash Flows Note Disclosure The accounting profession has attempted to develop a set of standards that are generally accepted and universally practiced. Chapter 7-5 Generally Accepted Accounting Principles (GAAP) SO 1 Explain the meaning of GAAP and identify the key items of the conceptual framework. The Conceptual Framework of Accounting Organizations Involved in Standard Setting: Securities and Exchange Commission (SEC) http://www.sec.gov/ Financial Accounting Standards Board (FASB) http://www.fasb.org/ Chapter 7-6 SO 1 Explain the meaning of GAAP and identify the key items of the conceptual framework. The Conceptual Framework of Accounting Conceptual Framework - “…a constitution, a coherent system of interrelated objectives and fundamentals.” FASB’s conceptual framework consists of the following: Chapter 7-7 1. Objectives of financial reporting. 2. Qualitative characteristics of accounting information. 3. Elements of financial statements. 4. Operating guidelines (assumptions, principles, and constraints). SO 1 Explain the meaning of GAAP and identify the key items of the conceptual framework. Conceptual Framework Review: A conceptual framework underlying financial accounting is important because it can lead to consistent standards and it prescribes the nature, function, and limits of financial accounting and financial statements. True Chapter 7-8 False SO 1 Explain the meaning of GAAP and identify the key items of the conceptual framework. Conceptual Framework Review: A conceptual framework underlying financial accounting is necessary because future accounting practice problems can be solved by reference to the conceptual framework and a formal standard-setting body will not be necessary. True Chapter 7-9 False SO 1 Explain the meaning of GAAP and identify the key items of the conceptual framework. Conceptual Framework Review: What are the Statements of Financial Accounting Concepts intended to establish? a. Generally accepted accounting principles in financial reporting by business enterprises. b. The meaning of “Present fairly in accordance with generally accepted accounting principles.” c. The objectives and concepts for use in developing standards of financial accounting and reporting. d. The hierarchy of sources of generally accepted accounting principles. (CPA adapted) Chapter 7-10 SO 1 Explain the meaning of GAAP and identify the key items of the conceptual framework. Conceptual Framework Objectives of Financial Reporting a) Useful to those making investment and credit decisions. b) Helpful in assessing future cash flows. c) Identify the economic resources (assets), the claims to those resources (liabilities), and the changes in those resources and claims. Chapter 7-11 SO 2 Describe the basic objectives of financial reporting. Conceptual Framework Review: According to the FASB conceptual framework, the objectives of financial reporting for business enterprises are based on? a. Generally accepted accounting principles b. Reporting on management’s stewardship. c. The need for conservatism. d. The needs of the users of the information. (CPA adapted) Chapter 7-12 SO 2 Describe the basic objectives of financial reporting. Conceptual Framework Question: How does a company choose an acceptable accounting method, the amount and types of information to disclose, and the format in which to present it? Answer: By determining which alternative provides the most useful information for decision-making purposes (decision usefulness). Chapter 7-13 SO 3 Discuss the qualitative characteristics of accounting information and elements of financial statements. Conceptual Framework Qualitative Characteristics Relevance – making a difference in a decision. Predictive value Confirmatory value Faithful Representation Complete Neutral Free from error Chapter 7-14 SO 3 Discuss the qualitative characteristics of accounting information and elements of financial statements. Conceptual Framework Enhancing Qualitative Characteristics Comparability – Information that is measured and reported in a similar manner for different companies is considered comparable. Consistency - When a company applies the same accounting treatment to similar events from period to period. Chapter 7-15 SO 3 Discuss the qualitative characteristics of accounting information and elements of financial statements. Conceptual Framework Review: Relevance and faithful representation are the two primary qualities that make accounting information useful for decision making. True False To be faithful representation, accounting information must be capable of making a difference in a decision. True Chapter 7-16 False SO 3 Discuss the qualitative characteristics of accounting information and elements of financial statements. Conceptual Framework Review: 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. True Chapter 7-17 False SO 3 Discuss the qualitative characteristics of accounting information and elements of financial statements. Conceptual Framework Elements of Financial Statements “Moment in Time” Assets Liabilities Equity Chapter 7-18 “Period of Time” Revenue Expenses Gains Losses SO 3 Discuss the qualitative characteristics of accounting information and elements of financial statements. Conceptual Framework Operating Guidelines Chapter 7-19 Assumptions Assumptions provide a foundation for the accounting process. Monetary Unit Economic Entity Time Period Going Concern Chapter 7-20 SO 4 Identify the basic assumptions used by accountants. Assumptions Monetary Unit Only transaction data capable of being expressed in terms of money should be included in the accounting records of the economic entity. Chapter 7-21 SO 4 Identify the basic assumptions used by accountants. Assumptions Economic Entity Economic events can be identified with a particular unit of accountability. Chapter 7-22 SO 4 Identify the basic assumptions used by accountants. Assumptions Time Period The economic life of a business can be divided into artificial time periods. Chapter 7-23 SO 4 Identify the basic assumptions used by accountants. Assumptions Going Concern The enterprise will continue in operation long enough to carry out its existing objectives. Chapter 7-24 SO 4 Identify the basic assumptions used by accountants. Assumptions Identify which basic assumption of 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. Chapter 7-25 Time Period Monetary Unit Going Concern Economic Entity SO 4 Identify the basic assumptions used by accountants. Principles Accounting principles dictate how economic events should be recorded and reported. Revenue Recognition Expense Recognition Full Disclosure Measurement Chapter 7-26 SO 5 Identify the basic principles of accounting. Principles Revenue Recognition - companies should recognize revenue in the accounting period in which it is earned. Chapter 7-27 SO 5 Identify the basic principles of accounting. Principles Expense recognition - efforts (expenses) should be matched with accomplishment (revenues) whenever it is reasonable and practicable to do so. “Let the expense follow the revenues.” Illustration 15-9 Expense Recognition Chapter 7-28 SO 5 Identify the basic principles of accounting. Principles Matching Principle Chapter 7-29 SO 5 Identify the basic principles of accounting. Principles Full Disclosure – Provided through financial statements, notes to the financial statements, and supplementary information. Chapter 7-30 SO 5 Identify the basic principles of accounting. Principles Measurement– the value of an asset to be recorded can use one of two principles. Selection of which to use is usually a trade-off between relevance and faithful representation. The two principles are: •Cost Principle; recording assets at their cost. •Fair Value Principle; recording assets at the price received to sell an asset or settle a liability. Chapter 7-31 SO 5 Identify the basic principles of accounting. Principles Identify which basic principle of 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. Revenue Recognition (b) Yahoo, Inc. recognizes depreciation expense for a machine over the 2-year period during which that machine helps the company earn revenue. Expense Recognition (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. Chapter 7-32 Full Disclosure Measurement SO 5 Identify the basic principles of accounting. Constraints in Accounting Constraints permit a company to modify generally accepted accounting principles without reducing the usefulness of the reported information. Materiality Cost-benefit Chapter 7-33 SO 6 Identify the two constraints in accounting. Constraints in Accounting Materiality - an item is material if its inclusion or omission would influence or change the judgment of a reasonable person. Chapter 7-34 SO 6 Identify the two constraints in accounting. Constraints in Accounting Cost-benefit- Weigh the costs of providing the information against the benefits that can be derived from using it. Chapter 7-35 SO 6 Identify the two constraints in accounting. Constraints in Accounting What accounting constraints are illustrated by the items below? (a) Crimson Tide Corporation does not accrue a contingent lawsuit gain of $650,000. Cost-benefit (b) Sun Devil Corporation expenses the cost of wastebaskets in the year they are acquired. Materiality Chapter 7-36 SO 6 Identify the two constraints in accounting. Summary of Conceptual Framework Constraints Chapter 7-37 An International Perspective Problem: Numerous multinational corporations (MNCs) who are companies that conduct operations in more than one country where the accounting standard are not always uniform from country to country. The International Accounting Standards Board (IASB), of which the United States is a member, is working to obtain conformity in international accounting practices. Many companies (>7,100) around the world now use IASB standards. Chapter 7-38 SO 7 Explain the accounting principles used in international operations. Copyright “Copyright © 2010 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. 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