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This instructional aid was prepared by the Tallahassee Community College Learning Commons.
Preparing a Multiple Step Income Statement
The adjusted trial Balance for the Year ended December 31, 2010, For ELM Company is shown below:
ELM Company
Adjusted Trial Balance
For the Year ended December 31, 2010
Dr
Cr
Cash
14,500
Accounts Receivable
11,100
Merchandise Inventory
29,000
Prepaid Insurance
2,500
Store Equipment
95,000
Accumulated Depreciation
18,000
Notes Payable
25,000
Accounts Payable
10,600
Common Stock
70,000
Retained Earnings
11,000
Dividends
12,000
Sales
536,800
Sales Returns and Allowances
6,700
Sales Discounts
5,000
Cost of Goods Sold
363,400
Freight-Out
7,600
Advertising Expense
12,000
Store Salaries Expense
56,000
Utilities Expense
18,000
Rent Expense
24,000
Depreciation Expense
9,000
Insurance Expense
4,500
Interest Expense
3,600
Interest Revenue
2,500
Total
673,900
673,900
Instructions: Given this data, prepare a multiple-Step Income statement for ELM Company, assuming a
tax rate of 30%.
What to do: Remember to always label your Income statements with the company name, Income
statement and for period ending. When doing a multiple step income statement, one must remember
the key elements.
They are: Net Sales, Cost of Goods Sold, Gross Profit, Total Operating Expenses, net
gain/loss from other activities, Income before taxes, Income tax expense, and Net Income. These items
will be listed on the right hand column of the income statement, and help us understand which accounts
we use in what order. First, we start by determining Net Sales. This is done by taking sales and
subtracting sales returns and allowances and sales discounts. Then, we subtract Cost of Goods Sold
from Net Sales to determine Gross Profit. Next, we total our operating expenses (which are expenses
related to operating the business), and subtract them from our Gross Profit to find our Operating
Income. Then, we add any other revenues/gains and subtract any other expenses/losses. This gives us
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