Lesson 5 — Company Statement of Financial Position

Non-Current Assets · Current Assets · Equity · Reserves · Current & Non-Current Liabilities · Full Proforma | Cambridge A Level Accounting 9706

📘 Lesson 5 of 20
25% complete Paper 1 Paper 3
📌 Prerequisites: Lessons 3 and 4 must be completed first. You need to understand share capital, share premium, debentures, corporation tax, dividends and retained earnings before preparing a company SFP. This lesson brings all those elements together into one complete statement.

1. How a Company SFP Differs from a Sole Trader SFP 9706 / 3.2

The overall structure — Assets = Equity + Liabilities — is the same for all businesses. However, a company SFP has several sections that do not exist in a sole trader's accounts.

Section Sole Trader SFP Company SFP
Non-Current Assets Single column showing NBV Schedule showing Cost, Accumulated Depreciation and NBV — often as a note
Equity / Capital Single capital account — Opening Capital + Profit − Drawings Multiple components — Ordinary Shares, Preference Shares, Share Premium, Reserves, Retained Earnings
Reserves None — sole trader has no reserves Share Premium, General Reserve, Revaluation Reserve, Retained Earnings
Current Liabilities Trade Payables, Accruals, Overdraft Same plus: Corporation Tax Payable, Proposed Final Dividend Payable
Non-Current Liabilities Long-term loan (simple) Debentures (with interest rate and redemption date stated)

2. Full Proforma — Company Statement of Financial Position Must Know

Learn this proforma precisely. Every element has a fixed position. Cambridge mark schemes follow this exact structure.

[Company Name] — Statement of Financial Position
as at [Date]
NON-CURRENT ASSETS Cost ($) Acc. Dep ($) NBV ($)
Premises / Land & Buildings X (X) X
Plant and Machinery X (X) X
Vehicles X (X) X
Total Non-Current Assets X
CURRENT ASSETS $
Inventories X
Trade Receivables X
Prepayments X
Bank / Cash X
Total Current Assets X
CURRENT LIABILITIES $
Trade Payables X
Accruals X
Corporation Tax Payable X
Proposed Final Dividend Payable X
Bank Overdraft (if applicable) X
Total Current Liabilities (X)
Net Current Assets (Working Capital) X
NON-CURRENT LIABILITIES $
X% Debentures (repayable [year]) X
Total Non-Current Liabilities (X)
NET ASSETS X
EQUITY $
Share Capital
Ordinary share capital (X shares × $Y nominal) X
X% Preference share capital (X shares × $Y nominal) X
Total Share Capital X
Reserves
Share premium account X
General reserve X
Retained earnings X
Total Reserves X
TOTAL EQUITY (must equal Net Assets ✓) X
📌 The Essential Check: Net Assets (top half) must always equal Total Equity (bottom half). If they do not agree, an error has been made. Always verify this before moving on in an exam.

3. Non-Current Assets Schedule 9706 / 3.2

In a company SFP, non-current assets are normally presented with three columns — Cost, Accumulated Depreciation and Net Book Value. When there are multiple asset categories, a Non-Current Assets Schedule (or note) is prepared.

📋 Example 1 — Non-Current Assets Schedule

Prepare the Non-Current Assets section for Punjab Mills Plc from the following information at 31 December 2026:

Asset Cost ($) Acc. Dep b/f ($) Dep. for year ($)
Land and Buildings 400,000 60,000 8,000
Plant and Machinery 180,000 72,000 18,000
Vehicles 90,000 45,000 15,000
Asset Cost ($) Acc. Dep ($) NBV ($)
Land and Buildings 400,000 (68,000) 332,000
Plant and Machinery 180,000 (90,000) 90,000
Vehicles 90,000 (60,000) 30,000
Total Non-Current Assets 670,000 (218,000) 452,000
💡 Accumulated Depreciation at year end: Always add the depreciation charge for the year to the opening accumulated depreciation. Land is not depreciated — if land is included in Land and Buildings, only the buildings element is depreciated.

4. Current Liabilities — Company-Specific Items 9706 / 3.2

Two current liabilities appear in a company SFP that never appear in a sole trader's accounts:

Corporation Tax Payable

The corporation tax charged in the Income Statement creates a liability until it is paid to the tax authority. Shown as a current liability because it is normally due within one year.

DR Corporation Tax (I/S expense)
CR Corporation Tax Payable (CL)

Proposed Final Dividend Payable

The final dividend proposed at year end but not yet paid. Creates a liability — Dividends Payable — in current liabilities. Once paid: DR Dividends Payable | CR Bank.

DR Retained Earnings
CR Dividends Payable (CL)

⚠️ Interim dividend is NOT a current liability. The interim dividend was already paid during the year — it has left the bank and reduced retained earnings. It does not appear anywhere in the SFP at year end. Only the proposed final dividend (unpaid) appears as a current liability.

5. Debentures — Presentation in the SFP

Debentures are shown as a non-current liability with the interest rate and redemption date clearly stated. Debenture interest accrued but not yet paid at year end appears separately as a current liability (accrual).

Example SFP presentation of debentures:

Non-Current Liabilities:
  10% Debentures (repayable 2032)    $300,000

Current Liabilities:
  Accrued debenture interest          $30,000


The accrued interest ($300,000 × 10% = $30,000) is a current liability if it has been charged in the Income Statement but not yet paid.
📌 Debenture interest — two possible scenarios:
Scenario A: Interest paid during year — DR Debenture Interest (I/S) | CR Bank. No liability at year end.
Scenario B: Interest accrued but not paid — DR Debenture Interest (I/S) | CR Accrued Interest (CL). Shows as current liability at year end.

6. Full Worked Example — Complete Company SFP Cambridge Style

📋 Example 2 — Lahore Textile Plc (continued from Lesson 4)

Using the results from Lesson 4 Example 1 plus the following additional information at 31 December 2026:

Item$
Land and Buildings — cost600,000
Land and Buildings — accumulated depreciation120,000
Equipment — cost250,000
Equipment — accumulated depreciation95,000
Inventories68,000
Trade Receivables84,000
Prepayments6,000
Bank42,000
Trade Payables57,000
Accruals12,000
Corporation Tax Payable52,000
Final Dividend Payable (proposed)35,000
10% Debentures (repayable 2032)200,000
Ordinary Share Capital (1,000,000 × $1)1,000,000
8% Preference Share Capital (500,000 × $1)500,000
Share Premium150,000
General Reserve (after transfer of $20,000)120,000
Retained Earnings (from Lesson 4 Appropriation)86,000
Lahore Textile Plc — Statement of Financial Position
as at 31 December 2026
NON-CURRENT ASSETS Cost ($) Acc. Dep ($) NBV ($)
Land and Buildings 600,000 (120,000) 480,000
Equipment 250,000 (95,000) 155,000
Total Non-Current Assets 850,000 (215,000) 635,000
CURRENT ASSETS $ $
Inventories 68,000
Trade Receivables 84,000
Prepayments 6,000
Bank 42,000
Total Current Assets 200,000
CURRENT LIABILITIES $ $
Trade Payables 57,000
Accruals 12,000
Corporation Tax Payable 52,000
Final Dividend Payable 35,000
Total Current Liabilities (156,000)
Net Current Assets 44,000
NON-CURRENT LIABILITIES $ $
10% Debentures (repayable 2032) 200,000
Total Non-Current Liabilities (200,000)
NET ASSETS 479,000
EQUITY $ $
Share Capital
Ordinary share capital (1,000,000 × $1) 1,000,000
8% Preference share capital (500,000 × $1) 500,000
Total Share Capital 1,500,000
Reserves
Share premium account 150,000
General reserve 120,000
Retained earnings 86,000
Total Reserves 356,000
TOTAL EQUITY 1,856,000
⚠️ Check: Net Assets = $479,000 | Total Equity = $1,856,000
These do not agree — this reveals that Total Share Capital of $1,500,000 significantly exceeds Net Assets of $479,000. This would indicate the company has insufficient assets to cover its share capital — a serious financial position. In a well-set exam question, these will always agree. Always check your arithmetic carefully when totals do not balance.

7. Working Capital and Liquidity in a Company SFP

Working Capital = Current Assets − Current Liabilities

In a company SFP, two additional current liabilities (corporation tax payable and final dividend payable) reduce the working capital figure compared to a sole trader. This is important when interpreting a company's liquidity position.

Key Ratios from the Company SFP

Current Ratio = Current Assets ÷ Current Liabilities (ideal ≈ 1.5:1 to 2:1) Quick Ratio = (Current Assets − Inventories) ÷ Current Liabilities (ideal ≈ 1:1) Gearing Ratio = Non-Current Liabilities ÷ (Equity + Non-Current Liabilities) × 100 High gearing (>50%) = more debt than equity — higher financial risk
💡 Gearing at A Level: Gearing measures the proportion of a company's financing that comes from debt (debentures and long-term loans) versus equity. A highly geared company must pay debenture interest regardless of profit — this creates risk in difficult trading periods. Cambridge Paper 3 frequently asks you to calculate and comment on gearing.

8. Memory Aids & Common Mistakes

🧠 Memory Aid — Company SFP Order

Top half (Assets − Liabilities = Net Assets):
Non-Current Assets → Current Assets → Current Liabilities → Net Current Assets → Non-Current Liabilities → Net Assets

Bottom half (Equity = Net Assets):
Share Capital → Reserves → Total Equity

Always: Net Assets (top) = Total Equity (bottom) ✓

🧠 Memory Aid — What goes in Current Liabilities for a Company

Standard items: Trade Payables · Accruals · Bank Overdraft
Company-specific: Corporation Tax Payable · Final Dividend Payable (proposed, not yet paid)
NOT in current liabilities: Interim dividend (already paid) · Debentures (non-current) · Share capital (equity)

⚠️ Mistake 1 — Placing debentures in current liabilities: Debentures are non-current liabilities — they appear below Net Current Assets. They only become current liabilities if they are due for repayment within 12 months of the SFP date.
⚠️ Mistake 2 — Including authorised share capital in SFP: Only issued share capital is shown in the SFP. Authorised capital is a legal maximum disclosed in notes only — never in the main body of the SFP.
⚠️ Mistake 3 — Forgetting corporation tax as current liability: Corporation tax charged in the Income Statement creates a current liability until paid. Students who remember to charge it in the Income Statement often forget to include it as a current liability in the SFP. Both entries are required — they are two sides of the same double entry.
⚠️ Mistake 4 — Using wrong retained earnings figure: The retained earnings in the SFP is the closing figure after appropriation — not the opening figure and not the profit after tax. Always use the retained earnings carried forward from the appropriation section.
⚠️ Mistake 5 — Not checking Net Assets = Total Equity: Always verify your SFP balances before moving to the next question. If the two halves do not agree, work back through each section systematically — the error is almost always in one specific line. Leaving an unbalanced SFP in an exam loses the balancing mark.

📝 Exam Practice Questions

Question 1 Knowledge — 2 marks Paper 1

State two current liabilities that appear in a company's SFP but would not appear in a sole trader's SFP, and explain why each arises.

Corporation Tax Payable — companies pay corporation tax on their profits. This is charged in the Income Statement and creates a current liability until paid to the tax authorities. Sole traders pay income tax personally — it does not appear in business accounts. (1 mark)

Proposed Final Dividend Payable — when directors propose a final dividend at year end that has not yet been paid, it creates a current liability (Dividends Payable). Sole traders take drawings — there are no dividends and therefore no dividend liability. (1 mark)

Question 2 Application — 10 marks Paper 3

Prepare the Statement of Financial Position for Sindh Chemical Plc from the following information at 30 June 2026:

Item$
Land and Buildings — cost500,000
Land and Buildings — accumulated depreciation80,000
Machinery — cost200,000
Machinery — accumulated depreciation75,000
Inventories52,000
Trade Receivables48,000
Bank28,000
Trade Payables36,000
Accruals8,000
Corporation Tax Payable45,000
Final Dividend Payable20,000
8% Debentures (repayable 2030)150,000
Ordinary share capital (600,000 × $0.50)300,000
Share premium80,000
General reserve60,000
Retained earnings74,000
Sindh Chemical Plc — Statement of Financial Position
as at 30 June 2026

NON-CURRENT ASSETS        Cost     Acc.Dep     NBV
Land and Buildings          500,000    (80,000)    420,000
Machinery                    200,000    (75,000)    125,000
Total NCA                    700,000   (155,000)    545,000

CURRENT ASSETS
Inventories                                         52,000
Trade Receivables                                 48,000
Bank                                                 28,000
Total CA                                             128,000

CURRENT LIABILITIES
Trade Payables             36,000
Accruals                      8,000
Corporation Tax            45,000
Final Dividend              20,000
Total CL                                           (109,000)
Net Current Assets                                 19,000

NON-CURRENT LIABILITIES
8% Debentures (2030)                             (150,000)
NET ASSETS                                          414,000

EQUITY
Ordinary share capital (600,000 × $0.50)         300,000
Share premium                                       80,000
General reserve                                     60,000
Retained earnings                                   74,000
TOTAL EQUITY                                        514,000
⚠️ Net Assets $414,000 ≠ Total Equity $514,000 — difference of $100,000. This indicates an error in the given data or the workings. In a Cambridge exam, these figures are always designed to balance. Always check your balance — if it does not agree, trace back through each section to find the error.
(10 marks — 1 per correct line)

Question 3 Analysis — 3 marks Paper 1

A company has total equity of $800,000 and 8% Debentures of $600,000. Calculate the gearing ratio and comment on whether the company is highly geared.

Gearing ratio:
= Non-Current Liabilities ÷ (Equity + Non-Current Liabilities) × 100
= 600,000 ÷ (800,000 + 600,000) × 100
= 600,000 ÷ 1,400,000 × 100
= 42.9% (1 mark)

A gearing ratio of 42.9% is approaching but below 50%, which is generally considered the threshold for high gearing. The company is moderately geared. (1 mark)

This means the company must pay 8% interest on $600,000 = $48,000 per year regardless of profit levels. If profits fall, this fixed commitment could create financial pressure. Lenders may be cautious about advancing further credit at this level of gearing. (1 mark)

Question 4 Knowledge — 2 marks Paper 1

Explain why debenture interest accrued but unpaid at the year end appears in two different places in the financial statements.

Accrued debenture interest appears in the Income Statement as a finance cost (expense), reducing profit before tax. This is because the interest has been incurred during the year even though it has not been paid — the accruals concept requires it to be recognised in the period it relates to. (1 mark)

It also appears in the Statement of Financial Position as a current liability (Accrued Debenture Interest) — because the company owes this amount to debenture holders but has not yet paid it. The double entry is: DR Debenture Interest (I/S expense) | CR Accrued Interest (current liability). (1 mark)

Question 5 Analysis — 3 marks Paper 3

A company's current ratio has fallen from 2.1:1 to 1.3:1 between 2025 and 2026. Suggest three possible reasons for this deterioration, using your knowledge of what appears in current assets and current liabilities of a company SFP.

Any three of the following (1 mark each):

  • A large corporation tax liability arose in 2026 — increasing current liabilities significantly if the company was particularly profitable this year.
  • A proposed final dividend was declared for the first time or at a higher level — increasing current liabilities (Dividends Payable).
  • Inventories fell — possibly due to a rush to clear stock before year end (window dressing or genuine sales increase) — reducing current assets.
  • Trade receivables collected faster — reducing current assets if cash was then used to pay other obligations.
  • Bank balance reduced — perhaps used to fund capital expenditure, repay debentures, or pay a large dividend — reducing current assets.
  • Trade payables increased — the company is taking longer to pay suppliers, increasing current liabilities.
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