Unit 4 – Final Accounts of Sole Proprietorship Notes

Welcome to Unit 4 of Financial Accounting, where you’ll explore how a sole proprietorship prepares its final accounts—a crucial part of any business’s financial reporting.

This unit will teach you how to prepare and understand the Trading Account, Profit and Loss Account, and Balance Sheet—as well as how to incorporate key adjustments like outstanding expenses, depreciation, and more.

Final Accounts

Download Unit 4 Notes – Final Accounts (PDF)

Download your Unit 4 Financial Accounting Notes in PDF format – designed especially for BBA 1st Semester students:

Download Unit 4 – Final Accounts of Sole Proprietorship Notes (PDF)


What are Final Accounts?

Final accounts refer to the financial statements that are prepared at the end of an accounting period to determine the net result (profit or loss) and financial position of the business.

In a sole proprietorship, the final accounts include:

  1. Trading Account

  2. Profit and Loss Account

  3. Balance Sheet


(a) Trading Account

The Trading Account shows the gross profit or gross loss made by the business through buying and selling goods.

Formula:
Gross Profit = Net Sales – Cost of Goods Sold

It includes:

  • Opening stock

  • Purchases (less returns)

  • Direct expenses (e.g., carriage inwards, wages)

  • Sales (less returns)


(b) Profit and Loss Account

The Profit and Loss Account calculates the net profit or loss by accounting for all indirect incomes and expenses.

It includes:

  • Indirect expenses: salaries, rent, electricity, depreciation

  • Other incomes: interest received, commission

Formula:
Net Profit = Gross Profit + Other Incomes – Indirect Expenses


(c) Balance Sheet

The Balance Sheet is a statement of the financial position of the business on a particular date.

It shows:

  • Assets (fixed & current): cash, debtors, machinery, stock

  • Liabilities: creditors, outstanding expenses, loans

  • Capital: adjusted with net profit or loss and drawings

Assets = Liabilities + Capital

The balance sheet must always balance!


Adjustments in Final Accounts

To reflect the true financial condition, several adjustments are made before finalizing accounts:

1. Outstanding Expenses

Expenses incurred but not yet paid
→ Added to the related expense & shown as liability

2. Prepaid Expenses

Expenses paid in advance
→ Deducted from expense & shown as asset

3. Accrued Income

Income earned but not received
→ Added to income & shown as asset

4. Income Received in Advance

Income received but not yet earned
→ Deducted from income & shown as liability

5. Depreciation

Reduction in value of fixed assets
→ Shown as expense in P&L and deducted from asset in Balance Sheet

6. Bad Debts

Irrecoverable part of accounts receivable
→ Shown as expense & deducted from debtors

7. Provisions

Set aside for future expected losses (e.g., doubtful debts)
→ Deducted from income or added to expenses

These adjustments ensure the accuracy and completeness of final accounts and help in true and fair presentation.


Why This Unit Matters

Learning how to prepare final accounts equips you with practical accounting skills. Whether you’re working on assignments, internships, or starting a business, this unit builds a solid base for financial decision-making.

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