Led by Fra Luca de Pacioli Simulacrum
Led by Fra Luca de Pacioli Simulacrum
The question
The first of the two financial statements you can produce from a trial balance. The module covers the income statement as performance measurement over a period, the principles of revenue recognition (earned, not received) and matching (expense recognised in the same period as related revenue), accruals vs cash basis, the standard structure (Revenue → COGS → Gross Profit → Operating Expenses → Operating Profit → Finance Costs → PBT → Tax → Profit), the three margins, and why profit and cash are not the same number. The exercise applies revenue recognition to specific scenarios.
Outcome
The student can produce an income statement from a list of revenues and expenses, apply the revenue recognition and matching principles to specific transactions, calculate gross / operating / net margin, and explain why profit and cash are not the same number. (Income statement)
Practice scenarios
A construction company has just completed a six-month contract on 31 March worth £600,000. Under the contract: a £60,000 deposit was paid on signing in October; £200,000 was paid in two stage payments in December and February; the final £340,000 will be paid in monthly instalments of £20,000 over the next 17 months. Materials cost £180,000 (paid throughout); labour cost £240,000 (paid in monthly wages); overheads £40,000 (rent, fuel, supervision over the six months). Profit on the contract is £140,000. The CEO wants to know: what gets reported in the year-end income statement on 31 March?
Your goals