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Final Account Adjustments

"The finishing touches that make financial statements accurate."

Final accounts require adjustments to ensure they reflect the true financial position following the Accrual Concept and Matching Principle.

Types of Adjustments

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1. Outstanding Expenses

Meaning: Expense incurred during the year but payment not made.

Example: December rent ₹10,000 will be paid in January.

Treatment:

  • P&L Account: ADD to the respective expense
  • Balance Sheet: Show as Current Liability

Adjusting Entry:

Rent A/c                        Dr.    ₹10,000
    To Outstanding Rent A/c                ₹10,000

2. Prepaid Expenses

Meaning: Expense paid in advance (relates to next year).

Example: Annual insurance ₹12,000 paid on 1st Oct (covers Oct-Sep next year). Year ends 31st March → 6 months (Apr-Sep) are prepaid.

Prepaid Amount: ₹12,000 × (6/12) = ₹6,000

Treatment:

  • P&L Account: DEDUCT from the respective expense
  • Balance Sheet: Show as Current Asset

Adjusting Entry:

Prepaid Insurance A/c           Dr.    ₹6,000
    To Insurance A/c                       ₹6,000

3. Accrued Income

Meaning: Income earned but not yet received.

Example: Interest on FD ₹5,000 earned but bank hasn't credited yet.

Treatment:

  • P&L Account: ADD to the respective income
  • Balance Sheet: Show as Current Asset

Adjusting Entry:

Accrued Interest A/c            Dr.    ₹5,000
    To Interest Income A/c                 ₹5,000

4. Income Received in Advance (Unearned Income)

Meaning: Income received but not yet earned (relates to next year).

Example: Commission ₹8,000 received for next year's services.

Treatment:

  • P&L Account: DEDUCT from the respective income
  • Balance Sheet: Show as Current Liability

Adjusting Entry:

Commission Received A/c         Dr.    ₹8,000
    To Unearned Commission A/c             ₹8,000

5. Depreciation

Meaning: Systematic allocation of asset cost over its useful life.

Example: Machinery ₹1,00,000, depreciation @ 10%.

Treatment:

  • P&L Account: Add Depreciation as expense (₹10,000)
  • Balance Sheet: Reduce asset value OR show provision

Adjusting Entry:

Depreciation A/c                Dr.    ₹10,000
    To Machinery A/c                       ₹10,000

6. Bad Debts and Provision

a) Bad Debts

Meaning: Debts that are irrecoverable.

Example: Customer owes ₹5,000 but went bankrupt.

Treatment:

  • P&L Account: Add as Bad Debts expense
  • Balance Sheet: Reduce Debtors

Adjusting Entry:

Bad Debts A/c                   Dr.    ₹5,000
    To Debtors A/c                         ₹5,000

b) Provision for Doubtful Debts

Meaning: Expected future bad debts (conservatism principle).

Example: Total debtors ₹1,00,000, create 5% provision.

Provision: ₹1,00,000 × 5% = ₹5,000

Treatment:

  • P&L Account: Add Provision for Doubtful Debts
  • Balance Sheet: Debtors less Provision

Adjusting Entry:

Provision for Doubtful Debts A/c Dr.    ₹5,000
    To Provision for Doubtful Debts A/c     ₹5,000

Balance Sheet shows:

Debtors                         ₹1,00,000
Less: Provision                   (₹5,000)
Net Debtors                      ₹95,000

7. Closing Stock

Meaning: Inventory unsold at year-end.

Example: Goods worth ₹50,000 unsold.

Treatment:

  • Trading Account: Credit side (₹50,000)
  • Balance Sheet: Current Asset (₹50,000)

Note: Appears in BOTH places!

Adjusting Entry:

Closing Stock A/c               Dr.    ₹50,000
    To Trading A/c                         ₹50,000

Adjustment Timeline for Year-End

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Summary Table of Adjustments

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Important Points

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Common Exam Question Pattern

Question: "Following adjustments are to be made: (a) Outstanding salaries ₹5,000, (b) Prepaid rent ₹3,000, (c) Depreciation on furniture @ 10% on ₹50,000. Show treatment in final accounts."

Answer:

P&L Account:

  • Salaries: (Trial Balance amount + ₹5,000)
  • Rent: (Trial Balance amount - ₹3,000)
  • Depreciation: + ₹5,000

Balance Sheet:

  • Liabilities: Outstanding Salaries ₹5,000
  • Assets: Prepaid Rent ₹3,000, Furniture ₹45,000

Quiz: Final Account Adjustments

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