Academic Integrity: tutoring, explanations, and feedback — we don’t complete graded work or submit on a student’s behalf.

Preparing Common-Size Income Statements by Using Base Period Horizontal Analysis

ID: 2485927 • Letter: P

Question

Preparing Common-Size Income Statements by Using Base Period Horizontal Analysis

Allyson Company provided the following income statements for its first three years of operation:


Prepare common-size income statements by using year 1 as the base period. (Note: Round answers to the nearest whole percentage.)

Allyson Company

Income Statements

Years of Operation

Year 1 Dollars

Year 1 Percent

Year 2 Dollars

Year 2 Percent

Year 3 Dollars

Year 3 Percent

Net sales

$1,000,000

Correct 12

$1,100,000

Correct 14

$1,250,000

Correct 16

Less: Cost of goods sold

(700,000)

Correct 19

(750,000)

Correct 21

(810,000)

Correct 23

Gross margin

$ 300,000

Correct 26

$ 350,000

Correct 28

$ 440,000

Correct 30

Less:

Operating expenses

(200,000)

Correct 34

(251,000)

Correct 36

(310,000)

Correct 38

Income taxes

(40,000)

Correct 41

(33,000)

Correct 43

(52,000)

Correct 45

Net income

$ 60,000

Correct 48

$ 66,000

Correct 50

$ 78,000

%

Year 1 Year 2 Year 3 Net sales $1,000,000 $1,100,000 $1,250,000 Less: Cost of goods sold (700,000) (750,000) (810,000) Gross margin $ 300,000 $ 350,000 $ 440,000 Less: Operating expenses (200,000) (251,000) (310,000) Income taxes (40,000) (33,000) (52,000) Net income $ 60,000 $ 66,000 $ 78,000

Explanation / Answer

As year 1 is the base year every dollar amount in year 1 will be 100%. Take for instance the line item of net sales. For year 1 the % will be = $1,000,000/$1,000,000 = 100%

For year 2 it will be $1,100,000/$1,000,000 = 110% and for year 2 it will be = $1,250,000/$1,000,000 = 125%

Calculations have been done in a similar fashion for other line items:

Year 1 dollars Year 1 % Year 2 Year 2 % Year 3 Year 3 % Net sales $1,000,000 100.00 $1,100,000 110.00 $1,250,000 125.00 Less: Cost of goods sold -700,000 100.00 -750,000 107.14 -810,000 115.71 Gross margin $300,000 100.00 $350,000 116.67 $440,000 146.67 Less: Operating expenses -200,000 100.00 -251,000 125.50 -310,000 155.00 Income taxes -40,000 100.00 -33,000 82.50 -52,000 130.00 Net income $60,000 100.00 $66,000 110.00 $78,000 130.00