Adjusting Events (Post-Balance-Sheet Events)

Adjusting events, also known as post-balance-sheet events, occur between the balance-sheet date and the date on which financial statements are approved, providing additional evidence of conditions existing at the balance-sheet date.

Definition

Adjusting events, also referred to as post-balance-sheet events, are incidents that occur between the balance-sheet date and the date on which financial statements are approved. These events provide additional evidence of conditions that existed as of the balance-sheet date. Adjusting events necessitate changes in the financial statements to reflect that new evidence, ensuring that the statements present a “true and fair view” of the company’s financial status.

Examples

  1. Impairment of Assets: If a valuation conducted after the balance-sheet date reveals that a property held is permanently impaired, the financial statements must be adjusted to reflect this impairment.

  2. Settlement of Lawsuits: If a company concludes a lawsuit and the settlement is finalized after the balance-sheet date but relates to conditions that existed as of that date, the financial statements must be updated accordingly.

  3. Receipt of Information Confirming an Estimated Amount: Receiving new information about a customer’s insolvency after the balance-sheet date which was evident before, necessitates an adjustment.

Frequently Asked Questions

Q: Are adjusting events only relevant for single-instance occurrences?

A: No, adjusting events are not limited to single-instance occurrences. They can include any events that provide additional evidence about conditions existing at the balance-sheet date.

Q: How do adjusting events differ from non-adjusting events?

A: Adjusting events give evidence of conditions that existed at the balance-sheet date and require changes to the financial statements. Non-adjusting events only indicate conditions that arose after the balance-sheet date and typically do not require adjustment but may need disclosure.

Q: What is the role of adjusting events in compliance with FRS 102 and IAS 10?

A: Section 32 of the Financial Reporting Standard (FRS) applicable in the UK and IAS 10 establish guidelines for identifying and accounting for adjusting events to ensure financial statements present a true and fair view.

Q: When should adjusting events be recognized?

A: Adjusting events should be recognized between the balance-sheet date and the date the financial statements are approved for issue.

  • Non-Adjusting Events: Events after the balance-sheet date that do not provide evidence of conditions existing at that date but are significant enough to disclose in the notes of the financial statements.
  • Financial Statements: Reports that provide an overview of a company’s financial condition, including the balance sheet, income statement, and cash flow statement.
  • True and Fair View: A fundamental concept in accounting meaning that financial statements should faithfully represent the financial position and performance of an entity.
  • FRS 102: A standard outlining specific requirements for accounting practices in the UK and Republic of Ireland.
  • IAS 10: An International Accounting Standard that provides guidance on principles related to events occurring after the reporting period.

Online References

Suggested Books for Further Studies

  1. “International Financial Reporting Standards (IFRS) Workbook and Guide” by Abbas A. Mirza and Graham Holt
  2. “Financial Accounting: Tools for Business Decision Making” by Paul D. Kimmel, Jerry J. Weygandt, and Donald E. Kieso
  3. “Accounting Made Simple: Accounting Explained in 100 Pages or Less” by Mike Piper

Accounting Basics: “Adjusting Events” Fundamentals Quiz

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