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Use the adjusted trail balance to make an income statement, statement of owner’s equity, and balance sheet

Use the adjusted trail balance to make an income statement, statement of owner’s equity-example-1
Use the adjusted trail balance to make an income statement, statement of owner’s equity-example-1
Use the adjusted trail balance to make an income statement, statement of owner’s equity-example-2
User Tdracz
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1. Income Statement: Total expenses 54,160 and Net sales $87,950.

2. Statement of Owner's Equity: Balance, end of month $110,655

3. Balance sheet

Total assets $149,360

Total liabilities and owner's equity $149,360

To prepare the income statement, statement of owner's equity, and balance sheet using the adjusted trial balance provided, we will follow these steps:

Income Statement:

Calculate the net income or loss by subtracting the total expenses from the total revenues.

Include the owner's draw from the statement of owner's equity.

Statement of Owner's Equity:

Calculate the ending balance of the owner's equity by adding the net income or loss from the income statement to the beginning balance of the owner's equity and any contributions or withdrawals made by the owner.

Balance Sheet:

Calculate the total assets by adding the total liabilities and the owner's equity.

Organize the financial statements into the required sections (assets, liabilities, and equity).

The income statement, statement of owner's equity, and balance sheet for MC Tutoring Plus, as of July 31, 20X1.

Income Statement

For the Month Ended July 31, 20X1

Revenue

Sales $99,550

Less: Sales discounts 600

Less: Sales returns and allowances 11,000

Net sales $87,950

Expenses

Cost of merchandise sold $30,520

Office salaries expense 6,250

Office rent expense 1,000

Store rent expense 5,500

Sales salaries expense 8,000

Advertising expense 1,500

Office supplies expense 1,240

Miscellaneous selling expense 150

Total expenses 54,160

Net income $33,790

Statement of Owner's Equity

For the Month Ended July 31, 20X1

Marissa Chianese, Capital

Balance, beginning of month $80,865

Add: Contributions 1,000

Add: Net income 33,790

Less: Drawings 5,000

Balance, end of month $110,655

Balance Sheet

As of July 31, 20X1

Assets

Cash $27,875

Accounts receivable 23,500

Supplies 2,000

Prepaid insurance 2,560

Equipment 96,000

Less: Accumulated depreciation 36,125

69,875

Land 23,550

Total assets $149,360

Liabilities and Owner's Equity

Liabilities:

Accounts payable $23,605

Salaries payable 500

Unearned revenues 5,600

Total liabilities $29,705

Owner's equity:

Marissa Chianese, Capital 110,655

Total owner's equity 110,655

Total liabilities and owner's equity $149,360

User HarriLehtisaari
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