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Post closing entries and complete the closing process. What steps are involved in the closing process?

User Georgy
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Final answer:

The closing process in accounting includes making post-closing entries to zero out temporary accounts and transferring balances to permanent accounts, thereby preparing the books for the new accounting period.

Step-by-step explanation:

Closing Process in Accounting

The process of closing the books involves several key steps. These steps ensure that the accounts reflect the finances of a business accurately at the end of an accounting period. One vital aspect of this process is making post-closing entries. This includes zeroing out all temporary accounts — revenues, expenses, and dividends or drawings — by transferring their balances to permanent accounts, such as retained earnings or capital.

  1. Identify all temporary accounts that need to be closed.
  2. Record journal entries that credit revenues and debit them to the income summary.
  3. Record journal entries that debit expenses and credit them to the income summary.
  4. If there is a profit, credit the income summary and debit retained earnings. If there is a loss, do the opposite.
  5. For dividend or drawing accounts, debit retained earnings or capital and credit the dividend or drawing accounts.
  6. Prepare a post-closing trial balance to ensure debits equal credits.

By completing the closing process, a company ensures that all financial activities within the period are accounted for and that the ledgers are ready for the new accounting period. This process helps create a clear snapshot of a company's financial health for the period that just ended and sets the stage for the next cycle.

User Oliver Michels
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