Chapter 1 A Survey of International Accounting Solutions Manual, Chapter 1 Copyright 2013 McGraw-Hill Ryerson Limited. All rights reserved. 1 A brief description of the major points covered in each case and problem. CASES Case 1-1 In this case, students are introduced to the difference in accounting for R&D costs between IFRS and U.S. GAAP and asked to provide arguments to support the different standards and to give an opinion on which method is better. Case 1-2 (adapted from a case prepared by Peter Secord, Saint Mary’s University) In this real life case, students are asked to discuss the merits of historical costs vs. replacement costs. Actual note disclosure from a company’s financial statements is provided as background material. Case 1-3 (adapted from a case prepared by Peter Secord, Saint Mary’s University) A Canadian company has just acquired a non-controlling interest in a U.S. public company. It must decide whether to use IFRSs or U.S. GAAP for the U.S. subsidiary. Financial statement information is provided under IFRSs and U.S. GAAP.. The reasons for some of the differences in numbers must be explained and an opinion provided as to which method best reflects economic reality. . Case 1-4 This case is adapted from a CICA case. A private company is planning to go public. Analysis and recommendations are required for accounting issues related to purchase and installation of new information system, revenue recognition, convertible debentures and doubtful accounts receivable. Case 1-5 This case is adapted from a CICA case. A mining company has just sold one of its operating divisions. Analysis and recommendations are required for accounting issues related to discontinued operations, revenue and expense recognition, government grants and pollution rights, purchase and installation of new information system, revenue recognition, convertible debentures and doubtful accounts receivable. Copyright 2013 McGraw-Hill Ryerson Limited. All rights reserved. 2 Modern Advanced Accounting in Canada, Seventh Edition PROBLEMS Problem 1-1 (40 min.) A single asset is acquired, and students are asked to prepare and compare financial statement numbers during the life of the asset using both a historical cost and a current value model. Problem 1-2 (40 min.) Details of a European company that reports using IFRSs are given along with specific details relating to certain account balances. Students are asked to show how these balances should be reported under 1) U.S. GAAP, and 2) IFRSs using the facts provided. Students are also asked to reconcile Net Income and Shareholders` Equity to from IFRSs to U.S. GAAP. Problem 1-3 (50 min.) A private company plans to convert to IFRS go public within 5 years. It wants to know the impact on net income and shareholders’ equity if it converts from ASPE to IFRSs for impaired loans, interest costs, actuarial gains, compound financial instrument and income taxes. Problem 1-4 (40 min.) A private company plans to convert to IFRS and wants to know the impact on the debt-to-equity ratio and return on total shareholder’s equity. The major issues pertain to impairment of intangible assets, revaluation of PP&E, R&D costs and redeemable preferred shares. WEB-BASED PROBLEMS Web Problem 1-1 Students are asked to access the financial statements of China Mobile Limited, a public company incorporated in China and listed on a U.S. stock exchange. The student answers a series of questions based on the company’s financial statements. The questions are aimed at highlighting the differences between IFRSs and U.S. GAAP. Web Problem 1-2 Students are asked to access the financial statements of Dr. Reddy’s Laboratories Limited, a public company incorporated in India and listed on a U.S. stock exchange. The student answers a series of questions based on the company’s financial statements. The questions are aimed at highlighting the differences between IFRSs and U.S. GAAP. Solutions Manual, Chapter 1 Copyright 2013 McGraw-Hill Ryerson Limited. All rights reserved. 3 Web Problem 1-3 Students are asked to access the financial statements of Toyota Motor Corporation, a public company incorporated in Japan and listed on a U.S. stock exchange. The student answers a series of questions based on the company’s financial statements. The questions are aimed at highlighting the differences between IFRSs and U.S. GAAP. Web Problem 1-4 The student analyzes the 2010 and 2011 financial statements of Cenovus, a Canadian oil company, and answers a series of questions aimed at highlighting the transition from Canadian GAAP to IFRSs. Web Problem 1-5 The student analyzes the 2010 and 2011 financial statements of Goldcorp, a Canadian gold producer, and answers a series of questions aimed at highlighting the transition from Canadian GAAP to IFRSs SOLUTIONS TO REVIEW QUESTIONS 1. There are times when users may want financial reports that do not follow GAAP. For example, users may need financial statements using non-GAAP accounting policies required for legislative or regulatory purposes, or for contract compliance. A prospective lender may want to receive a balance sheet with assets reported at fair value rather than historical cost. Accountants have the skills and abilities to provide financial information in a variety of formats or using a variety of accounting policies. When the financial statements use non-GAAP accounting policies, the accounting policies must be disclosed in the notes to the financial statements. The accountant’s report would make reference to these accounting policies. 2. Accounting students and professionals need to be aware of the differences between accounting practices in Canada and in other countries for three reasons. First, as the financial and capital markets become more and more international, there is a higher chance that they may need to interpret financial statements from other countries at some point in their career. Second, they may want to move to another country to further their Copyright 2013 McGraw-Hill Ryerson Limited. All rights reserved. 4 Modern Advanced Accounting in Canada, Seventh Edition careers, and they should have an awareness of the different accounting practices that may exist. However, the most compelling reason is that the profession is quickly moving toward harmonization of accounting practices around the world. The convergence of American accounting standards with IFRSs will likely result in new or revised international accounting standards. Accounting students and practitioners need to be aware of the convergence project and the impact it could have on IFRSs. 3. One factor that is causing a shift towards a global capital market is that market-driven economies are replacing many former communist economies, and the demand for capital is increasing. As well, many countries are forming agreements with international allies to increase their competitiveness. Finally, improvements in computer and communication technology are facilitating international trading and investing and allowing companies to list their shares on many exchanges throughout the world. 4. Five factors that have affected a particular country's accounting standards are: the role of taxation; the level of development of capital markets, especially the mix of debt and equity financing; differing legal systems; the ties, both current and historical, between the country and other countries; and inflation levels. 5. Countries with highly developed capital markets often have sophisticated investors who demand current and useful accounting information and full disclosure. This leads to the establishment of a body of generally accepted accounting principles that investors can rely upon and that companies must comply with. In countries where capital markets are not fully developed, there are fewer suppliers of capital and these suppliers demand and receive whatever information they require from companies. As a result, there is less need for standardized accounting principles. 6. The assumption underlying many countries' accounting policies is that the monetary unit is stable. When this is the case, historical costs have meaning and there is no need for price level adjustments. When the inflation level is sufficiently high in a country to make historical costs meaningless, accounting adjustments that provide for the impact of inflation have been made in order to provide information that is useful. In these countries, we have seen price level adjustments and/or current value accounting as part of the generally accepted accounting practices being used. Solutions Manual, Chapter 1 Copyright 2013 McGraw-Hill Ryerson Limited. All rights reserved. 5 7. In Canada items are usually listed from current to non-current, whereas in some countries, long-term assets are listed before current assets, and owners’ equity is listed before liabilities. The statement is often called the Statement of Financial Position rather than a Balance Sheet. 8. Some of the differences between IFRSs and U.S. GAAP are: IFRSs capitalize and amortize development costs (under certain circumstances) while they are expensed immediately under U.S. GAAP. More U.S. companies use the LIFO method to calculate ending inventory and cost of goods sold, as it is allowable for tax purposes if used in the financial statements. IFRSs favour weighted average and FIFO, as LIFO is not an acceptable alternative under IFRSs. The impairment tests for inventory and capital assets are different. 9. The IASB works to develop a single set of high-quality, global accounting standards that will be used uniformly for financial reporting around the world. 10. The convergence project between FASB and the IASB hopes to converge IFRSs and U.S. standards so that the same or similar standards will be acceptable for use by all companies required to report under the SEC rules in the United States and by all companies choosing or required to report under IFRSs. The two organizations have recently outlined a roadmap towards conversion that could result in U.S. domestic companies reporting under IFRSs by 2015. Currently, foreign public companies filing on U.S. stock exchanges are permitted to file their financial statements in accordance with IFRS without reconciliation to U.S. GAAP. 11. At the end of 2012, 93 countries including Canada required IFRSs for all publicly traded domestic companies, 5 countries required IFRSs for some companies, 23 countries permitted but did not require its use, and 30 countries including the United States did not permit the use of IFRSs. The U.S. could convert as early as 2015 if major differences between U.S. GAAP and IFRS can be resolved by then. Copyright 2013 McGraw-Hill Ryerson Limited. All rights reserved. 6 Modern Advanced Accounting in Canada, Seventh Edition 12. Canada has adopted the IASB standards for use by publicly accountable enterprises effective for fiscal periods beginning on or after January 1, 2011. The IASB standards are contained in Part I of the CICA Handbook. 13. Even if all the countries in the world adopt IFRSs, comparability will not completely exist if preparers do not interpret the standards on a consistent basis. The standards are broad based and require professional judgment. Also some countries are adding additional “home-grown standards” to cover local conditions. 14. The main reason the Accounting Standards Board decided to create a separate section of the CICA handbook for private enterprises was to address the cost/benefit discrepancy with respect to smaller private companies’ ability to comply with GAAP. GAAP has become increasingly complex and for smaller private enterprises this often means that the cost of complying with such requirements outweighs the benefit received from compliance. In 2002, the AcSB adopted differential reporting, which allowed private enterprises choices with the respect to certain complex accounting standards (e.g. the option to use the cost method for investments that would otherwise require the equity method). In 2009, the AcSB decided to create a self-contained set of standards for private enterprises. These standards were effective for fiscal periods beginning on or after January 1, 2011. 15. There are a few reasons why a private company would want to comply with IFRSs even though it is not required to do so. It may have plans to become publicly listed at some point in the future and will then be required to comply with IFRSs. In this case it would make sense to prepare IFRS compliant statements in anticipation of the public transaction since the company would have to provide multiple years of comparative financial statements that comply with IFRS. A private company may have users of their financial statements that find IFRS statements more useful for their purposes (e.g. creditors, customers, partners, and other stakeholders that may receive the company’s financial statements). Given the global economy and the increased number of countries that have converted to IFRS, this is more likely than it once might have been. Solutions Manual, Chapter 1 Copyright 2013 McGraw-Hill Ryerson Limited. All rights reserved. 7 SOLUTIONS TO CASES Case 1-1 Students may assume that U.S. GAAP is superior and that all reporting issues can (or should) be resolved by following U.S. rules. However, the reporting of research and development costs is a good example of a requirement where many different approaches can be justified and the U.S. rule might be nothing more than an easy method to apply. In the United States, all such costs are expensed as incurred because of the difficulty of assessing the future potential of these projects. IFRSs allow capitalization of development costs when certain criteria are met. The issue is not whether costs that will have future benefits should be capitalized. Most accountants around the world would recommend capitalizing a cost that leads to future revenues that are in excess of that cost. The real issue is whether criteria can be developed for identifying projects that will lead to the recovery of those costs. In the U.S., the FASB felt that such decisions were too subjective and open to manipulation. History has shown that the amount of research and development costs capitalized tended to vary as a company experienced good years and bad. Conversely, under IFRS, development costs must be recognized as an intangible asset when an enterprise can show that the six criteria mentioned in the question can be met. How easy is it for an accountant to determine whether the development project will result in an intangible asset, such as a patent, that will generate future economic benefits? In the U.S., a conservative approach has been taken because of the difficulty of determining whether an asset has been or will be created. To ensure comparability, all companies are required to expense all R&D costs. As a result, some discoveries that prove to be very valuable to a company for years to come are expensed immediately. In other countries, companies will tend to capitalize a differing array of projects because of flexibility in their guidelines. Do the benefits of consistency and comparability (each company expenses all costs each year) outweigh the cost of producing financial statements that might omit valuable assets from the balance sheet? No definitive answer exists for that question. However, the reader of financial statements needs to be aware of the fundamental differences in approach that exist in accounting for research and development costs before making comparisons between companies from different countries. Copyright 2013 McGraw-Hill Ryerson Limited. All rights reserved. 8 Modern Advanced Accounting in Canada, Seventh Edition Case 1-2 (a) Can any alternative to historical cost provide for fair presentation in financial reports or are the risks too great? Discuss. In most countries, when we refer to “fair presentation” or a “true and fair view” in the preparation of financial statements, we generally qualify the statement (as the auditors here have): “in accordance with generally accepted accounting principles.” That is, fair presentation has a contextual, rather than an absolute, meaning. In order for any presentation to be fair to the user, the basis of presentation must be known and understood, but does not necessarily have to follow any one particular model. The first Company’s Act which included the phrase “a true and fair view” is now over 150 years old, and there is still some controversy as to whether the authors of this legislation intended “historical cost” to be a part of the model. The historical cost principle, as we know it, had not yet been fully articulated in textbooks and become a firm basis for accounting practice. As a result of these factors, financial statements may be considered to provide “fair presentation,” whether prepared in accordance with the historical cost convention, in terms of replacement cost, the purchasing power units in a general price level adjusted model, or a variety of hybrid models. Note that U.S. accounting is hardly a pure historical cost model, with many exceptions to historical cost involved (mostly downward adjustments) in the scheme of asset valuation and earnings determination. The important issue is that the model employed is known, understood, and consistently followed. Arguably, current value (replacement cost) accounting is the model most likely to provide fair presentation, especially where asset values are volatile, as historical costs become rapidly out of date. For many long-established companies, historical costs for some assets are significantly out of date and of no value in support of managerial decisions. In managerial accounting, we have long recognized that the relevant costs are the current costs. In some European countries, an approach to financial reporting has developed that adopts more of a managerial approach and seeks to provide the most relevant information for decision-making. As a result, many companies follow alternatives to historical cost, generally replacement cost, in the financial statements. Solutions Manual, Chapter 1 Copyright 2013 McGraw-Hill Ryerson Limited. All rights reserved. 9 There are risks, however, that arise from the adoption of alternatives to historical cost. Some of these are the same risks that arise from the historical cost model in that the recorded amount may soon be out of date. Prices may go up or down, and even “current costs” of prior periods may display no relationship to current costs at the present date. Cost is always cost in a particular context and a cost determined for a particular context or decision may not be valid for a different context or decision and the user should be aware of this. The question of objective determination also arises. The reported values in current cost basis financial statements are not directly supportable by arms’ length transactions. This introduces the risk of an important (and potentially deliberate) misstatement. This is the principal risk arising from current value accounting, and leads many countries to have highly detailed rules for the preparation, audit, and publication of financial statement asset values under current cost. Current value accounting and general price level accounting are both responses to the problem of changing prices and the impact on financial reporting. Current value accounting departs from the historical cost basis of accounting, whereas general price level adjustment is not a departure from historical cost. General price level (“GPL”) accounting changes the measuring unit in which the historical cost is reported, but does not change the underlying basis of valuation for items on the income statement and balance sheet. Current value accounting changes this underlying basis of valuation. Historical cost is not restated; new values are determined, based on current information, for all items on the balance sheet (with the exception of monetary items which are not restated, as they are already stated at current values). Current value accounting has many variations, each of which uses a different valuation base. All of these models bear little relation to historical cost accounting, and in many ways less relationship to GPL-adjusted amounts. In all cases, the historical cost relationship among financial statement items is disregarded in favour of the new basis of accountability. (b) Discuss the relative merits of historical cost accounting and replacement cost accounting. Consider the question of the achievement of a balance between relevance and reliability and the provision of a “true and fair view” or “fair presentation” in financial reporting. Copyright 2013 McGraw-Hill Ryerson Limited. All rights reserved. 10 Modern Advanced Accounting in Canada, Seventh Edition Students will provide a wide range of responses to this question; at this stage (unless they have been provided with supplementary material or have background from other courses) responses will just scratch the surface. The following note may be helpful: Historical cost accounting has the advantage that it is verifiable, and therefore tends to be more reliable and free from bias than replacement cost accounting. Historical cost amounts are based on objective information and are more likely to have the “paper trail” of an actual transaction that provides support. Historical costs, however, are sunk costs and have limited value in support of decisions. They are particularly deficient if a long time has passed since the transaction occurred, or if there have been significant technical developments. These are serious difficulties which the accounting profession has tried to address through a variety of different mechanisms, but no other method has become universally acceptable as an answer to the problem and so historical cost accounting persists, largely because of inertia, and because no better model has emerged. Replacement cost accounting has the advantage of enhanced relevance because the values included have been determined at the current time, rather than at some uncertain past date. These amounts may therefore be better for investment decisions than historical costs. However, current costs are potentially deficient in that they might not be objectively determined and lack reliability. At the worst, they could contain bias to support a particular management policy or decision. In other cases, they could be guesses or otherwise based on invalid information. Also, the use of current cost in financial statements in no manner makes the financial statements more “accurate,” although (if the amounts are carefully and objectively determined) there may be advantages in the fairness of presentation and therefore the relevance of financial statement amounts. With respect to income measurement, in a period of inflation, historical cost accounting will result in an overstatement of income. Income is overstated, as a portion of the reported profits must be reinvested in the business to maintain the productive capacity and not all profits are available for distribution. If all profits are distributed, the business will not have the capacity to replace the items that have been consumed in the process of earning income. Replacement cost accounting will alleviate this problem by charging to expense the replacement cost of all items consumed. With replacement cost charged to expense, the income remaining is a true income, potentially available for distribution without impairment of the productive capacity of the enterprise. Solutions Manual, Chapter 1 Copyright 2013 McGraw-Hill Ryerson Limited. All rights reserved. 11 A further important point is that both the preparer and the user of financial statements should understand the basis of preparation of the statements, and the strengths and weaknesses of the approach employed. (c) Financial statements are now beyond the comprehension of the average person. Many of the accounting terms and methods of accounting used are simply too complex to understand just from reading the financial statements. Additional explanations should be provided with, or in, the financial statements, to help investors understand the financial statements. Discuss. It is true that financial statements are complicated by accounting methods, such as the method of accounting for deferred income taxes, foreign currency translation, and so on. However, some of these complexities cannot be avoided. The business environment and business transactions are themselves more complex. Since the financial statements try to reflect these business events, it is inevitable that the financial statements will be more complex. Thus, it is not accounting methods per se that make financial statements difficult to understand. Financial statements are not directed at the average person, so they cannot be criticized on the grounds that they are beyond the comprehension of the “average person”. Instead, they are intended for users with a reasonable understanding of financial statements. The question then becomes should additional explanations be provided for users who have a reasonable understanding of the financial statements? The answer depends on what type of information the “explanations” will contain. Additional explanations might be of three types: - They could provide more detail on information that is already contained in financial statements. For example, certain dollar amounts reported in the financial statements might be broken down into more detail, or the significance of certain amounts might be discussed; - They could make information that is currently in the financial statements easier to understand by explaining technical accounting terms and concepts used in the statements; or Copyright 2013 McGraw-Hill Ryerson Limited. All rights reserved. 12 Modern Advanced Accounting in Canada, Seventh Edition - They could provide entirely new information not included in financial statements that might help users better understand the significance of the information that appears in the financial statements. In all three cases, the information provided might concern the future or the past. It is important to note that for publicly accountable enterprises, there is already a considerable amount of supplemental information provided in a company’s MD&A. This document provides supplementary discussion of financial results and in many cases explanations of accounting treatments used in a company’s financial statements for the period. Further, it is important to note that at some point additional information may “overload” the user. Too much information may achieve the undesired result of making financial statements more difficult to understand. This must be taken into account when considering supplemental information and explanations. CASE 1-3 Case Note Ajax Communications presents the classic case of the conflict among the accounting standards that are in force in different jurisdictions. Each set of requirements can be seen to be correct, although dramatically different amounts may be presented on a variety of dimensions. Certainly, the standard-setters (and, generally, the accounting practitioners) of each jurisdiction believe that the requirements in place locally are the best requirements available, in that they present results that are consistent with the prevailing views on a fair presentation of both financial performance and financial position. Although the conceptual frameworks are very similar under IFRSs and U.S. GAAP, the actual requirements in place are quite different in some areas, and there is no guidance in choosing the right set of accounting standards to base decisions upon. Harmonization efforts are ongoing to resolve these differences, yet regardless of the changes in accounting standards, there will remain differences in interpretation of the requirements and differences in the practices that are in place. Responses to specific questions: (a) As John McCurdy, outline the initial approach that you will take in order to determine the reasons for the difference in the numbers. Solutions Manual, Chapter 1 Copyright 2013 McGraw-Hill Ryerson Limited. All rights reserved. 13 Items throughout the income statement, from total revenue through net income, differ between the two sets of financial statements, as do all the aspects of the balance sheet presented. Although it is not unusual to have some differences between U.S. GAAP and IFRSs, the magnitude of the differences would not usually be of the size in the Waqaas case. As a start, McCurdy may be able to determine where some of the difference arises by examining the summary of significant accounting policies included with the financial statements. This source will not identify all of the accounting policies in place. More detailed knowledge of the accounting policies in place could come from the specific notes to the financial statements. In addition he should search for publications or web sites that discuss differences in accounting policies among countries. A website provided by Deloitte (www.iasplus.com) could also provide useful information. (b) List some of the obvious items that need resolution and indicate some of the possible causes of the discrepancies. Why is total revenue significantly higher under U.S. GAAP for the same period? (Are their revenue recognition policies the same?) Why are operating income and income before extraordinary items higher under IFRSs for the same period? (Revenue differences would be part of the answer, but are there also major differences in expenses?) What is the nature of the extraordinary item, classified as such in the United States, and how is it reported under IFRSs? What is the nature of the accounting policy differences that have lead to such dramatic differences in asset valuation between the two sets of financial statements? (Two possible reasons: (1) consolidation of some investments under IFRSs that would not be consolidated in the U.S. financial statements; this might explain the differences in the investments account, and arises because there are different requirements for the determination of when an investment is classified as a subsidiary and consolidated; and (2) the use of LIFO in the U.S. and FIFO under IFRSs might produce different results if there have been major changes in inventory costs during the year.) Given the higher asset values under IFRSs, the company may be using the revaluation option under IFRS. What items, if any, have been deferred and are being amortized under IFRSs that are directly expensed in the U.S. statements? (R&D comes to mind) Does this account for the difference in intangibles? Copyright 2013 McGraw-Hill Ryerson Limited. All rights reserved. 14 Modern Advanced Accounting in Canada, Seventh Edition A variety of other specific points could be raised, including, for example, policies associated with tax allocation. (c) In your opinion, which GAAP best reflects economic reality? Briefly explain. Without knowing what has caused the difference, it is hard to determine which GAAP best reflects economic reality. Although the differences represent a dilemma to the Board of Directors in this case, neither set of financial statements may be said to be unequivocally superior to the other for the purpose of making investment decisions. This is the general dilemma of international comparisons, and a principal reason why accounting harmonization is so important. CASE 1-4 Memorandum To: Partner From: CA Re: Roman Systems Inc. Interim Audit Issues Given that Roman Systems Inc. (RSI) plans to go public within the next year, it should probably follow IFRS. This will avoid retrospective restatement of the financial statements at a later date. RSI’s bias is to maximize revenue, net income and shareholder’s equity in order to attract potential investors. The major financial reporting issues arising from our interim work are: I. Accounting for the costs of the new accounting system II. Revenue recognition a. Maintenance and contract revenue b. Product revenue c. ABM revenue III. Convertible debentures IV. Receivable from Mountain Bank Accounting for new accounting system costs Solutions Manual, Chapter 1 Copyright 2013 McGraw-Hill Ryerson Limited. All rights reserved. 15 During fiscal Year 12, RSI implemented a new general ledger package. The new package has been functioning in parallel with the old system since April 1, Year 12, and will no longer be used in parallel effective July 1, Year 12. The new package has been used to generate RSI’s financial results since April. RSI has incurred $720,000 in third-party costs associated with the new general ledger package, together with $70,000 of internal salary costs. These costs have all been capitalized in Year 12. IAS 38 offers guidance as to the costs that may be capitalized when internally developing intangible assets. In particular: The cost of an internally generated intangible asset comprises all directly attributable costs necessary to create, produce, and prepare the asset to be capable of operating in the manner intended by management. Examples of directly attributable costs are: (a) costs of materials and services used or consumed in generating the intangible asset; and (b) costs of employee benefits (as defined in IAS 19) arising from the generation of the intangible asset; The following are not components of the cost of an internally generated intangible asset: (a) selling, administrative and other general overhead expenditure unless this expenditure can be directly attributed to preparing the asset for use; (b) identified inefficiencies and initial operating losses incurred before the asset achieves planned performance; and (c) expenditures on training staff to operate the asset. Based on the above: - Costs of $110,000 related to initial review and recommendations would be considered business process re-engineering activities and not directly related to the creation of the new system. These costs should be expensed. - Costs of $320,000 for new software and implementation costs represent a betterment, as they extend the life of the accounting system and enhance the service capacity. They should be capitalized. Copyright 2013 McGraw-Hill Ryerson Limited. All rights reserved. 16 Modern Advanced Accounting in Canada, Seventh Edition - Training costs of $225,000 should be expensed, as the costs are not directly attributable to the development, betterment, or acquisition of the software. - The monthly support fee of $25,000 (and all future monthly fees) is an operational cost of the system and should be expensed. - The other consulting fees of $40,000 should be reviewed in more detail, but they appear to be part of the ongoing costs of the new system with no specific value added, and should likely be expensed. - The salaries of $70,000 could be capitalized if they are directly attributable to the implementation of the new software package. Since only two additional individuals were hired to handle the work previously done by the four employees, it is questionable whether the four employees were 100% dedicated to the task of implementing the new software. Only the costs related to the implementation should be capitalized. Effective July 1, RSI should start amortizing the new system and effective June 30, Year 12, it should write off the remaining carrying amount of the old system. Revenue Recognition Product Revenue Product revenue is recognized at the time of delivery and installation. Customer acceptance is evidenced by customer sign-off once installation is complete. It is RSI’s standard practice to obtain such evidence of acceptance. It would therefore be inappropriate to recognize revenue without such evidence of customer acceptance. In performing the interim work, we determined that revenue of $640,000 was recorded prior to obtaining customer sign-off. This has not been an issue in the past and may be an isolated case related to new employees who may be unfamiliar with RSI’s standard procedures. We need to ensure that Marge communicated the policy to all staff members and ensure that customer sign-off is obtained for all installations prior to year-end. Since it is early June, Marge would have a month to ensure that there are no issues at year-end. Maintenance contracts Solutions Manual, Chapter 1 Copyright 2013 McGraw-Hill Ryerson Limited. All rights reserved. 17 During the year, the company changed its revenue recognition policy on maintenance contracts. Assuming that the company previously recognized maintenance revenue on a straight-line basis over the course of the contract, the new method will recognize a greater proportion of the revenue earlier in the contract life. This new method recognizes 25% of the revenue in each of the first two months and may not be appropriate. Maintenance services must be provided over the full life of the contract. The preventive maintenance is entirely at the discretion of the company. It may not be continued in the future and may not consistently reduce future service calls. As well, the study serving as a basis for the policy is two years old, and may no longer be an accurate reflection of the pattern of maintenance calls. Revenue recognition for service contracts should be based on the service obligation over the term of the contract. ABM business RSI began selling ABMs in fiscal Year 12. The machines are purchased from an electronic manufacturer and resold at margins of 5%. It is important to consider whether RSI is recording revenue on a gross or net basis. Recognizing revenue on a gross basis is appropriate if RSI bears the risk of selling the product. Recognizing revenue on a net basis is more appropriate if RSI is simply fulfilling orders obtained by the manufacturer, for a fee. It is important to better understand the relationship between RSI, the manufacturer, and the end-party customer in order to recommend an appropriate revenue recognition policy. Transaction fee revenue The company has begun a new line of business related to transaction fee revenue generated from the sale of ABM machines. A total of 2,830,000 ABM transactions were processed at a fee of $1.50 per transaction, for a total of $4,245,000. RSI’s share of this fee is 40%. RSI is currently recording the transaction fee revenue on a gross basis, with an associated expense for the 60% attributable to other parties. The following factors suggest that the ABM transaction fee revenue should be recorded on a net basis: - RSI has no ownership of the ABM machines; - RSI has no responsibility for stocking or emptying the machines; Copyright 2013 McGraw-Hill Ryerson Limited. All rights reserved. 18 Modern Advanced Accounting in Canada, Seventh Edition - RSI has no responsibility for cash collection; - RSI is being paid on a net basis; - RSI does not have responsibility for maintenance of the ABMs, and - RSI cannot set the transaction fee amount. On this basis, it would be appropriate for the ABM transaction fee revenue to be recorded on a net basis i.e. record revenue of $1,698,000 (40% x 4,245,000) and no expenses. This will reduce revenue and expenses by $2,547,000 but will have no impact of net income or shareholders’ equity. Convertible debentures The debentures are currently classified as long-term debt. Since they are convertible into common shares, RSI should consider the reclassification of a portion of the debentures based on the fair value of the conversion feature. This reclassification will result in higher charges to the income statement through the addition of the debt discount. The reclassification is currently not required since RSI is not a public company. Marge Roman should be made aware that if RSI is going public, a detailed analysis should be done related to the split between debt and equity. The financial statements in an offering document would have to be modified to split the debenture between debt and equity. The debt is repayable on demand should RSI not go public by June 30, Year 13. The debt may therefore have to be reclassified as a short-term item in the current financial statements. While there are plans to go public and negotiations have begun (which supports a long-term classification), there is no document such as terms of agreement or a memorandum of understanding providing evidence that this will likely occur. Also, the ability to issue the IPO is beyond the strict control of the company. Reclassifying the debentures as short-term appears to be the more appropriate form of presentation. Receivable from Mountain Bank In reviewing the aged accounts received at April 30, Year 12 we determined that there was a balance of $835,000 from Mountain Bank, which was overdue by more than 120 days. On June 1, $450,000 was received from the customer and the balance remains outstanding. There are between five and ten sites where the Bank is not completely satisfied with the way the cameras were installed. Solutions Manual, Chapter 1 Copyright 2013 McGraw-Hill Ryerson Limited. All rights reserved. 19 Two issues arise which must be analyzed in succession. First, is it appropriate to recognize revenue upon delivery, installation, and sign off by the customer? And second, if revenue recognition is appropriate, is collection of the remaining accounts receivable doubtful? On the issue of revenue recognition, IAS 8 par .14 says that revenue from the sale of goods can be recognized when all of the following conditions have been met: (a) the entity has transferred to the buyer the significant risks and rewards of ownership of the goods; (b) the entity retains neither continuing managerial involvement to the degree usually associated with ownership nor effective control over the goods sold; (c) the amount of revenue can be measured reliably; (d) it is probable that the economic benefits associated with the transaction will flow to the entity; and (e) the costs incurred or to be incurred in respect of the transaction can be measured reliably. In this case all of the above conditions were met upon delivery and installation of the cameras. Revenue may be held back, however, to the extent that a customer acceptance term exists in the arrangement. Although no terms exists in the contract with Mountain that requires the client to come back and adjust the installation of the cameras, it could be argued that such a term exists implicitly since the client has been willing to do so and has accommodated the customer. The question then becomes whether this implicit acceptance is material such that it could be argued that the delivery criterion has not been met. In this case I believe the answer is no. The work required to complete the adjustments is minimal and within the control of RSI, and has nothing to do with the quality of the product. On this basis, it appears that revenue recognition was appropriate. On the issue regarding collectibility, it must be determined whether collectibility is reasonably assured. In this case, there is evidence that the customer is willing to pay once the minor fixes are complete given the $450,000 payment that was made in June. It appears unlikely that the customer will not pay. We should examine Mountain’s payment history a little closer to Copyright 2013 McGraw-Hill Ryerson Limited. All rights reserved. 20 Modern Advanced Accounting in Canada, Seventh Edition determine whether amounts were unpaid regarding prior work/product sold and whether any amounts were written off/forgiven. In the absence of either, it would appear supportable that the accounts receivable related to this sale are collectible and do not need to written down/off. Overall Impact Based on the recommendations above, RSI’s revenue, net income and shareholder’s equity will decrease. RSI will not like these adjustments because they worsen the key financial metrics. The adjustments are appropriate as they better reflect the results of operations and financial position of RSI in accordance with GAAP. CASE 1-5 Memo to: Manager in charge of the audit of Minink Limited (ML) From: CA Subject: Accounting matters related to the Year 4 audit of ML Overview The objective of the parent company of Minink Limited (ML) is to present strong statements since it plans to issue shares in the near future. Since ML's financial statements are material to its parent's financial statements, ML is likely to share that objective. We will have to keep this possible bias in mind during the audit of ML to ensure that income and asset accounts are not overstated and liability accounts are not understated. The balance of this memo analyzes the major accounting issues facing ML in Year 4. Sale of Processing Division Based on the information provided to date, a preliminary calculation of the gain on sale of the Ladium Processing Division's (processing's) operating assets yields a figure of approximately $332.59 million, calculated as follows: (in millions) $ 398.600 Proceeds Less: Selling costs (6.700) Carrying amount of assets sold (23.454+17.846+18.010 for Exhibit III) Solutions Manual, Chapter 1 (59.310) Copyright 2013 McGraw-Hill Ryerson Limited. All rights reserved. 21 Preliminary gain $ 332.590 The above calculation uses the carrying amount of the assets at July 31, Year 4. However, the carrying amount at August 15, Year 4, the closing date for the sale, should be used to calculate the gain for accounting purposes. The selling price of ladium under the long-term supply agreement with Donaz Integrated Limited (DIL) is $3,450 per tonne. This price is below the transfer price of $3,700 used in the Year 4/5 budget, which contemplated the Ladium Extraction Division (Extraction) selling to Processing. It thus appears that the Extraction division will incur losses on the sale of ladium over the life of the long-term contract. Although ML has a current accounting gain of $332.59 million as a result of accepting Offer 1, there are future losses of $167.778 million as shown in Appendix 1. There are two options for dealing with the anticipated loss. Under option 1, the $167.778 million loss would reduce the amount of the gain recognized on the sale of the Processing Division. The gain on sale would be $164.812 million (332.590 – 167.778) at the time of sale. The $167.778 million would be set up as deferred revenue, which would be brought into income as sales of ladium were made to Donaz Integrated Limited (DIL). In so doing, Extraction's revenues for sale of the ladium would reflect a more realistic value for each tonne of ladium being sold. Under the second option, the $167.778 million loss would be recognized as a loss and deferred credit at the time of the sale of the Processing division. The loss would be matched against the full gain of $332.590 million. The deferred credit would be brought into income as sales of ladium were made to DIL as in option 1. It seems reasonable to view the sale and long-term supply agreement together, and the accounting for the gain and future losses should therefore occur in the same period. ML's parent probably pushed ML to accept Offer 1 in order to recognize the large gain without giving consideration to the future losses. The other offer would not have shown as large a gain upfront, but there would not have been future losses. From an accounting perspective, since all of the revenue recognition criteria are met (e.g., collectibility, measurement of consideration, transfer of risks and rewards), a gain on sale of the Processing Division should be recorded, but a separate loss (on the long-term supply agreement) must be accrued. This loss on the agreement is an unusual item and should be disclosed separately in the financial statements. In the future, costs will be recorded as Copyright 2013 McGraw-Hill Ryerson Limited. All rights reserved. 22 Modern Advanced Accounting in Canada, Seventh Edition incurred, and the deferred credit that was set up to offset the loss will be taken into income (thus offsetting the costs). The sale of Processing's operations leads to a discontinued operation. Thus, the gain on sale will be disclosed as a gain on discontinued operations and will be presented net of taxes. The operations of Processing will be disclosed separately as income from discontinued operations as per IFRS 5. The details of the long-term supply agreement, which has been agreed to, should be disclosed. Accounting for the carrying amount of Extraction's assets also needs to be considered. It has been shown that Extraction will be losing money over the nine-year contract. Therefore, an impairment test should be performed at the end of the year. The assets should be written down to the higher of fair value less costs of disposal and present value of future cash flows from continuing to use the assets. Crushones inventory issues We must determine the appropriate accounting treatment and presentation for the funding received for the Crushones. The alternatives are treating the funding as a loan or treating it as government assistance. If the finding is treated as a loan, the gross value of the inventory will be shown with a corresponding liability for 90% of the costs. If the funding is treated as government assistance, the inventory will be presented net of the funding. Whichever method is used, the net carrying amount is $16.5 million, and it must be decided whether the net amount or the gross amounts should be shown. Since ML's parent wants to issue shares in the near future, it will probably want to minimize its debt. Therefore, the preferred alternative is to treat the funding as government assistance, to allow the debt to be offset against the Crushones inventory. Full disclosure of the terms of the funding must be made in the notes to the financial statements regardless of the treatment that is used. The Crushones should be classified as long-term inventory since they are not expected to be sold for several years. Other government funding The $21 million ($3 million per month for 7 months) in funding received by August 31 should be Solutions Manual, Chapter 1 Copyright 2013 McGraw-Hill Ryerson Limited. All rights reserved. 23 deferred rather than recognized in income since the related work has not yet commenced. The grant should be recognized in income when the related expense (amortization of capitalized development costs or research costs expensed directly) affects the income statement. Disclosure of the terms of the funding is required. Pollution rights ML's management has requested advice from us on how to account for the pollution rights that the government will start granting in Year 5. On the face of it, the treatment would be to recognize revenue on sale of the pollution rights. The machinery would be set up at cost and depreciated as usual. The substance of the transaction is that the increased cost of the equipment allows the company to sell the pollution rights. Therefore, it could be argued that the revenue stream from pollution rights should be tied to the incremental cost of the machinery. That is, the revenue from the sale of pollution rights should be used to offset the depreciation charge or, alternatively, it should offset the machinery purchased. This could be accomplished by deferring the amount received and amortizing that credit in the same manner as that is being used to amortize the machinery. This approach would amount to treating the revenues from the sale of pollution rights in the same manner as government assistance. Once equipment no longer generates a revenue stream from pollution rights, it is written down to net recoverable amount. ML has to decide whether the rights should be recognized as revenue/deferred revenue when the right are sold or set up as inventory when received. There is no "cost" to the rights, as the government assigned them. On the other hand, the depreciation charge related to the incremental cost of the machinery could be seen as being similar to fixed overhead that is included in inventory. Thus, the depreciation could be set up as the cost of the pollution rights. However, there is no assurance that a market exists for these rights. Whether a market exists depends on how many other companies in the industry have emissions that are greater than the level permitted and how many companies have emissions that are lower. Even if there is a market, ML may not have any pollution rights to sell. The government will calculate the industry wide quota on the basis of the calendar year. Therefore, at the August 31 year end it will not be certain whether ML will be able to sell any rights since the total emissions until December 31 must be known. Thus the difference between the calendar year and the fiscal year of ML makes it difficult to determine whether ML will have any rights to sell and what Copyright 2013 McGraw-Hill Ryerson Limited. All rights reserved. 24 Modern Advanced Accounting in Canada, Seventh Edition the market price for the rights will be at the time of their sale (before March 31 of the following year). Therefore, no asset should be set up. If, on the other hand, it is known that ML has exceeded its pollution rights (or will do so by December 31), then a liability must be set up. If the value is not determinable (which is likely for the first few years), then the existence of the liability must be disclosed. APPENDIX I Minink Limited Calculation of Losses on Long-term Supply Agreement Millions Annual volume times selling price [$3,450 x 102,000 tonnes] (Note 1) $351.900 Less: Cost of sales ($3,400 x 102,000 tonnes) Fixed costs - no change 346.800 9.610 Head office charges (Note 2) 0 Incremental extraction costs [$562 x (102,000-90,000) tonnes] 6.744 Loss per year $ 11.254 Loss over 9 years ($11.254 x 9) $101.286 By selling Processing's operations and entering into the long-term supply agreement, ML has committed itself to a minimum loss of $101 million over the next nine years, if costs remain the same. In fact, the loss will be even greater since, in order to meet the minimum levels expected, extraction equipment that costs $58 million would be required. Further, since the equipment has a life of only 5 years, a second purchase will be needed before the nine-year contract expires. Thus, on top of the $101 million loss, an additional $116 million will have to be spent, for a total loss of$217 million. Since the contract is for only 9 years, it could be argued that 1/5 of the cost of the second purchase does not have to be included in the calculation of the loss on the contract. However, if we do not have assurance that the equipment will be used in the tenth year, then the full cost should be included in the expected loss on the contract. Solutions Manual, Chapter 1 Copyright 2013 McGraw-Hill Ryerson Limited. All rights reserved. 25 The losses could be discounted over the nine years, rather than using the total gross amount of the loss. Therefore, the present value of the total loss would be $167.778 million, as outlined below. Millions Yearly loss of $11.254 million x 6.25 (assuming 8% interest, 9 years) $70.338 Extraction equipment purchased immediately 58.000 Extraction equipment purchased at the beginning of the sixth year ($58 million x .68) (assuming 8% interest) 39.440 Discounted loss over 9 years $167.778 Conclusion By selling Processing's operations and agreeing to the long-term supply agreement, ML will incur a loss of $167.778 million. Notes: 1. The minimum volume in the agreement of 102,000 tonnes was used since at higher volumes the loss would be even greater (an additional loss of $512 per tonne). ML likely does not want to accrue a loss and, if required to, would accrue the least amount possible. 2. If Extraction ceases to operate and head office charges do not change as a result, then the head office charges are irrelevant to the calculation. However, if some costs are specifically traceable to Extraction, then they should be considered in the calculation. SOLUTIONS TO PROBLEMS Problem 1-1 Historical Cost Jan 1 /1 Asset cost Year 1 Depreciation Current Value (U.S. GAAP) (IAS 16) 10,000,000 10,000,000 500,000 500,000 Copyright 2013 McGraw-Hill Ryerson Limited. All rights reserved. 26 Modern Advanced Accounting in Canada, Seventh Edition Dec 31/1 Balance Year 2 Depreciation Dec 31/2 Balance Jan 2/3 Appraisal Year 3 Depreciation Depreciation Dec 31/4 Balance (a) 500,000 500,000 9,000,000 9,000,000 500,000 666,667 8,500,000 11,333,333 500,000 666,667 8,000,000 10,666,666 Year 2 Year 3 Year 4 1. IAS 16 500,000 666,667 666,667 2. U.S. GAAP 500,000 500,000 500,000 (b) Jan 2/3 1. IAS 16 2. U.S. GAAP (c) 9,500,000 12,000,000 Dec 31/3 Balance Year 4 9,500,000 IAS 16 Dec 31/3 Dec 31/4 12,000,000 11,333,333 10,666,666 9,000,000 8,500,000 8,000,000 Total depreciation over 20 years Years 1 & 2 Next 18 years U.S. GAAP Profit 1,000,000 12,000,000 Total depreciation over 20 years U.S. GAAP > IAS 16 13,000,000 10,000,000 3,000,000 There would be no difference in shareholders’ equity at the end of 20 years During the first two years the reduction in shareholders’ equity is the same under the two alternatives (2 x 500,000 = 1,000,000) During the last 18 years depreciation IAS 16 > U.S. GAAP (18 x 166,667) 3,000,000 Offset by appraisal surplus through OCI 3,000,000 Difference in shareholders’ equity 0 Problem 1-2 (a) (i) IFRS1 Solutions Manual, Chapter 1 U.S. GAAP2 Copyright 2013 McGraw-Hill Ryerson Limited. All rights reserved. 27 Inventory @ Dec 31, Yr 2 1 $98,000 $95,000 Under IFRS (IAS 2), inventory is stated at the lower of cost or market. Net realizable value is used as the market value. Thus, inventory should be stated at the lower of $100,000, and $98,000, which is the net realizable value (market value). 2 Under U.S. GAAP, inventory is stated at the lower of cost or market. However, under U.S. GAAP the market value is the replacement cost ($95,000), but is not greater than net realizable value ($98,000) and is not less than net realizable value less normal profit margin ($98,000 - .20 x $100,000 = $78,000). (ii) R&D @ Dec 31, Yr 2 3 IFRS3 U.S. GAAP4 $135,000 $0 $500,000*.30 - ($500,000*.30)/10 = $135,000 – only development costs are capitalized. (IAS 38) 4 R&D costs are expensed under U.S. GAAP. (iii) Deferred gain on lease @ Dec 31, Yr 2 5 IFRS5 U.S. GAAP6 $0 $30,000 Under IFRS (IAS 17), a gain on sale-leaseback is recognized immediately in income if the lease qualifies as an operating lease. 6 Under U.S. GAAP, if the lessee does not relinquish more than a minor part of the right to use the asset, the gain is deferred and amortized over the lease term. ($50,000 – ($50,000/5)*2 = $30,000) (iv) Equipment @ Dec 31, Yr 2 7 IFRS7 U.S. GAAP8 $56,250 $60,000 Under IFRS (IAS 36), an asset is impaired if the carrying amount exceeds the higher of assets value in use (discounted cash flows = $75,000 at Dec 31, Yr 1) and its FV less costs to dispose Copyright 2013 McGraw-Hill Ryerson Limited. All rights reserved. 28 Modern Advanced Accounting in Canada, Seventh Edition ($72,000). If impaired, the asset is written down to its value in use. The balance at Dec 31, Yr 2 is therefore determined using the $75,000 value in use at Dec 31, Yr 1 less one year of depreciation ($75,000/4 = $18,750). 8 Under U.S. GAAP, there is no indicator of impairment if the undiscounted cash flows from its use ($85,000) are greater than the carrying amount ($80,000 = $100,000 - $20,000 at Dec 31, Yr 1). The balance under U.S. GAAP at Dec 31, Yr 2 is therefore $100,000 less two years of depreciation ($20,000 per year). (b) Net Income Year 2 under IFRS $200,000 Less: additional write-down of inv ($98,000-$95,000) Add: (3,000) additional depreciation under U.S. GAAP ($20,000 - $18,750) (1,250) development cost amort, not recognized under U.S. GAAP 15,000 Lease gain amort under U.S. GAAP 10,000 Net Income Year 2 under U.S. GAAP $220,750 S/E Dec 31 Year 2 under IFRS $1,800,000 Less: additional write-down of inv ($98,000-$95,000) (3,000) development cost not capitalized under U.S. GAAP (135,000) additional depreciation under U.S. GAAP ($20,000 - $18,750) (1,250) lease gain deferred under U.S. GAAP Add: (30,000) impairment on equipment not recognized in Year 1 under U.S. GAAP S/E @ Dec 31, Year 2 under U.S. GAAP 5,000 $1,635,750 Problem 1-3 Net income Description ASPE Preliminary financial statements IFRSs $400,000 $400,000 Loan impairment (#1) (5,629) Accrued interest payable (#2) (12,218) (15,600) Actuarial gains (#3) 3,000 Solutions Manual, Chapter 1 (40,000) ASPE IFRSs $3,500,000 $3,500,000 (5,629) (12,218) (15,600) 3,000 Equity portion of compound instrument (#4) Future tax liability (#5) Shareholders’ equity (40,000) 3,000 3,000 50,000 50,000 (40,000) (40,000) Copyright 2013 McGraw-Hill Ryerson Limited. All rights reserved. 29 Revised values $341,771 $350,782 $3,491,771 $3,500,782 Notes: 1. Impaired loans – must determine present value of future cash flows. Must use market interest rate of 6% under ASPE and original interest rate of 8% under IFRSs. 2. Interest costs – Can capitalize or expense under ASPE; would expense in order to minimize ROE. Must capitalize under IFRSs. 3. Actuarial gains – Can recognize immediately in net income or defer and amortize in net income under ASPE; would defer and amortize in net income in order to minimize the positive affect on net income. Can defer and amortize in net income or recognize immediately in OCI under IFRSs; would defer and amortize in net income in order to positively affect net income. 4. Compound financial instrument – Can recognize a portion or nothing as equity under ASPE; would recognize a portion as equity and thereby increase denominator for ROE calculation and thereby reduce ROE. Must recognize a portion as equity under IFRSs. 5. Income Tax – any adjustments for items 1 to 3 above need to be multiplied by .6, which is 1 – tax rate of 40%. Can use taxes payable or future income tax method under ASPE; would use future income tax in order to reduce net income. Must use future income tax method under IFRSs. Calculations: ASPE IFRSs $220,000 $220,000 1. Loan receivable Carrying amount Present value of future cash flows at 6% 210,618 8% 199,636 Impairment loss before tax 9,382 20,364 Impairment loss after tax (x .6) 5,629 12,218 March to September (400,000 x 6% x 7/12) 14,000 14,000 October to December (800,000 x 6% x 3/12) 12,000 12,000 Accrued interest expensed 26,000 2. Interest costs Accrued interest capitalized After tax expense (x .6) 26,000 15,600 3. Actuarial gains Copyright 2013 McGraw-Hill Ryerson Limited. All rights reserved. 30 Modern Advanced Accounting in Canada, Seventh Edition 4. Defer and amortize (150,000 / 15 x 6/12) 5,000 5,000 After tax gain (x .6) 3,000 3,000 50,000 50,000 40,000 40,000 340,000 340,000 Compound financial instrument Equity portion (1,000,000 – 950,000) Not taxable since it does not affect net income 5. Income tax Future income tax expense for Year 5 (340,000 – 300,000) Future income tax expense for all years Problem 1-4 a) Description Per ASPE Impairment of intangible assets Net income Debt Equity $3,000 $25,200 $21,800 (100)1 (400)2 803 Revaluation of PP&E Depreciation of appraisal increment (10)4 (10)4 (200)5 R & D expense Redeemable preferred shares Per IFRSs $2,890 1,8006 (1,800)6 $27,000 $19,470 ASPE IFRS Return on total equityNet income 3,000 Total equity 21,800 19,470 Debt 25,200 = 1.16 27,000 Equity 21,800 19,470 Debt to equity = 13.76% = 14.84% = 1.39 Notes: Net income captures the change in equity during one period i.e. Year 6. Debt is measured at a point in time i.e. end of Year 6. Equity is the difference between assets and liabilities at a point in time i.e. end of Year 6; it also captures the cumulative effect Solutions Manual, Chapter 1 Copyright 2013 McGraw-Hill Ryerson Limited. All rights reserved. 31 of net income and dividends for all years. 1. Intangible assets decreased during the year by (9,800 – 9,400) – (12,000 – 11,700) = 100 2. Intangible assets decreased at end of the year by (9,800 – 9,400) = 400 3. PP& E Cost 1,250 Accumulated depreciation to end of Year 5 [(1,250 – 50) / 10 x 2] 240 Carrying amount, January 1, Year 6 1,010 Appraised value, January 1, Year 6 1,090 Appraisal increment, January 1, Year 6 80 4. Depreciation on appraisal increment for Year 6 (80 / 8) 10 5. R& D costs capitalized under ASPE in order to maximize net income. R&D costs must be expensed under IFRS. 6. Under IFRSs, the preferred shares are reported as debt at the redemption value of 1,800 instead of being reported as equity at the assigned value of 100. The difference between the redemption value and assigned value of the preferred shares is charged to retained earnings as a deemed dividend. b) The debt to equity ratio increased, which means that solvency looks worse under IFRS. The return on total equity increased, which makes profitability look better under IFRS. SOLUTIONS TO WEB-BASED PROBLEMS Web Problem 1-1 (a) The financial statements are presented in Reinminbi (Chinese Yuan). This is disclosed on the face of the financial statements. (b) The financial statements are prepared in accordance with International Financial Reporting Standards. This is disclosed in the statement of compliance in Note 1 on page F-13. Copyright 2013 McGraw-Hill Ryerson Limited. All rights reserved. 32 Modern Advanced Accounting in Canada, Seventh Edition (c) There is no reconciliation provided between IFRS and U.S. GAAP because the SEC, in 2007, approved the use of IFRS without reconciliation for all foreign companies listed on U.S. exchanges. (d) Current ratio 2011 = 382,685 / 273,244 = 1.40:1, 2010 = 321,832 / 255,630 = 1.26:1. The increase in the 2011 current ratio over that of 2010 indicates an improvement in the liquidity position of the company during the year. Current assets increased by 60,853 while current liabilities only increased by 17,614. The majority of the increase in current assets is attributable to the increase in the line item “Deposits with banks”. (e) Debt/equity 2011 = (273,244 + 28,895) / 650,419 = .46:1, 2010 = (255,630 + 28,902) / 577,403 = .49:1. The decrease in the 2011 debt/equity ratio over that of 2010 indicates an improvement in the solvency of the company during the year. (f) Profit increased slightly from the previous year. The biggest item contributing to this increase was operating revenues from voice services. Web Problem 1-2 (a) As per note 2(d), the consolidated financial statements have been prepared in Indian rupees for 2011 and 2012 figures. Solely for the convenience of the reader, the 2012 figures are also presented in United States dollars using the exchange rate at the end of the year. (b) The financial statements were prepared in accordance with International Financial Reporting Standards. This is disclosed in note 2(a). (c) There is no reconciliation provided between IFRS and U.S. GAAP because the SEC, in 2007, approved the use of IFRS without reconciliation for all foreign companies listed on U.S. exchanges. (d) Current ratio 2012 = 69,952 / 43,460 = 1.61:1, 2011 = 47,593 / 41,015 = 1.16:1. Since the current ratio and the working capital position increased during the year, the liquidity position of the company improved during the year. (e) Debt/equity 2012 = 62,033 / 57,444 = 1.08:1, 2011 = 49,015 / 45,990 = 1.07:1. Since the debt-to-equity ratio increased, the solvency of the company weakened during the year. (f) Profit increased from 11,040 in 2011 to 14,262 in 2012. The biggest item affecting the change in profit was an increase in revenues from 74,693 in 2011 to 96,737 in 2012, which caused an increase in gross profit from 40,263 in 2011 to 53,305 in 2012. Solutions Manual, Chapter 1 Copyright 2013 McGraw-Hill Ryerson Limited. All rights reserved. 33 Web Problem 1-3 (a) As per the title of each statement, the consolidated financial statements have been prepared in Japanese yen for both the 2012 and 2011 figures. However, the 2012 figures are also presented in United States dollars. (b) As per note 2, the parent company and its subsidiaries in Japan and its foreign subsidiaries prepare their financial statements in accordance with accounting principles generally accepted in Japan, and those of their countries of domicile. Certain adjustments and reclassifications have been incorporated in the consolidated financial statements to conform to U.S. GAAP. As such, the financial statements are ultimately presented in accordance with U.S. GAAP. (c) There is no reconciliation of net income as reported to net income under U.S. GAAP because the company effectively reports in accordance with U.S. GAAP. (d) Current ratio 2012 = 12,321,189 / 11,781,574 = 1.05:1, 2011 = 11,829,755 / 10,790,990 = 1.10:1. The current ratio has decreased; therefore, the liquidity position of the company weakened during the year. Current assets increased by 491,434 but current liabilities increased by more than twice that amount, going up by 990,584. The majority of the increase in current liabilities is attributable to the increase in Accounts payable. (e) Debt/equity 2012 = (11,781,574 + 7,802,913) / 11,066,478 = 1.77:1, 2011 = (10,790,990 + 8,107,152) / 10,920,024 = 1.73:1. The debt to equity ratio increased. Therefore, the solvency of the company weakened during the year. (f) Net income decreased from the previous year. The biggest item contributing to this decrease was a decline in sales of products, which reduced the gross margin on sales of products from 1,834,737, in 2011 to 1,715,998 in 2012. Web Problem 1-4 (a) The financial statements are presented in Canadian dollars for 2010 and 2011. This is disclosed on the cover page of the financial statements and in Note 2 to the financial statements. (b) The financial statements for 2010 were prepared in accordance with Canadian GAAP as per Note 4. The financial statements for 2011 were prepared in accordance with IFRSs as per Note 2. (c) Net earnings for 2010 under Canadian GAAP were $993 million. Under U.S. GAAP, net earnings for 2010 would have been $1,033 million. This represents a 4.0% difference. This is disclosed in Note 24 to the financial statements. In 2011, the company did not Copyright 2013 McGraw-Hill Ryerson Limited. All rights reserved. 34 Modern Advanced Accounting in Canada, Seventh Edition prepare a reconciliation between IFRS and U.S. GAAP because the SEC allows the use of IFRS without reconciliation for all foreign companies listed on U.S. exchanges. (d) As per Note 24, the three items causing the biggest change in net earnings between the two different GAAPS were Operating expense; Depreciation, depletion and amortization expense; and General and administrative expense in 2010. A reconciliation was not provided for 2011. (e) If a reconciliation of to U.S. GAAP were not provided, a financial analyst would have to read and understand the significant accounting policies of the company under Canadian GAAP, and compare accounting policy selections to what treatments would be allowable under U.S. GAAP in order to determine what the potential differences might be. In some cases, quantifying the difference may be difficult to the extent that specific figures are not presented that would be necessary to reconcile to U.S. GAAP treatments. This highlights the benefit of having a consistent set of standards that is followed by all publicly accountable entities as it greatly improves comparability. (f) Net earnings for 2010 under Canadian GAAP were $993 million. Under IFRSs, net earnings for 2010 would have been $1,081 million. This represents a 8.9% difference. This is disclosed in Note 34 to the financial statements. In 2011, the company did not prepare a reconciliation between IFRS and U.S. GAAP because the SEC allows the use of IFRS without reconciliation for all foreign companies listed on U.S. exchanges. (g) The three items causing the biggest change in net earnings between the two different GAAPS were gross sales, finance costs and gains on risk management in 2010. This is disclosed in Note 34 to the financial statements. A reconciliation was not provided for 2011. Web Problem 1-5 (a) The financial statements are presented in U.S. dollars for 2010 and 2011. This is disclosed on the top of each page of the financial statements. (b) The financial statements for 2010 were prepared in accordance with Canadian GAAP as per Note 2. The financial statements for 2011 were prepared in accordance with IFRSs as per Note 2. (c) Shareholders’ equity at the end of 2010 under Canadian GAAP was $20,194 million. Under U.S. GAAP, shareholders’ equity at the end of 2010 would have been $19,274 million. This represents a 4.6% difference. This is disclosed in Note 29 to the financial statements. In 2011, the company did not prepare a reconciliation between IFRSs and Solutions Manual, Chapter 1 Copyright 2013 McGraw-Hill Ryerson Limited. All rights reserved. 35 U.S. GAAP because the SEC allows the use of IFRS without reconciliation for all foreign companies listed on U.S. exchanges. (d) As per Note 29, the three items causing the biggest change in shareholders’ equity between the two different GAAPS at the end of 2010 were Share purchase warrants, Peñasquito revenues and expenses and Expensing of exploration and development costs. A reconciliation was not provided for 2011. (e) If a reconciliation to U.S. GAAP were not provided, a financial analyst would have to read and understand the significant accounting policies of the company under IFRS, and compare accounting policy selections to what treatments would be allowable under U.S. GAAP in order to determine what the potential differences might be. In some cases, quantifying the difference may be difficult to the extent that specific figures are not presented that would be necessary to reconcile to U.S. GAAP treatments. This highlights the benefit of having a consistent set of standards that is followed by all publicly accountable entities as it greatly improves comparability. (f) Shareholders’ equity at the end of 2010 under Canadian GAAP was $15,493 million. Under IFRSs, Shareholders’ equity at the end of 2010 would have been $14,375 million. This represents a 7.2% difference. This is disclosed in Note 35 to the financial statements. In 2011, the company did not prepare a reconciliation between IFRS and U.S. GAAP because the SEC allows the use of IFRS without reconciliation for all foreign companies listed on U.S. exchanges. (g) The three items causing the biggest change in shareholders’ equity at the end of 2010 between the two different GAAPS were gross sales, finance costs and gains on risk management. A reconciliation was not provided for 2011. This is disclosed in Note 35 to the financial statements. Copyright 2013 McGraw-Hill Ryerson Limited. All rights reserved. 36 Modern Advanced Accounting in Canada, Seventh Edition