Free Cheat Sheet Included! Master Lease Accounting for the CPA Exam | Maxwell CPA Review

Поділитися
Вставка
  • Опубліковано 27 лис 2024

КОМЕНТАРІ • 99

  • @MaxwellCPAreview
    @MaxwellCPAreview  10 днів тому

    🔥 Black Friday Deal! Get 50% OFF Maxwell CPA Review!
    💼 Pass the CPA Exam for just $399! (Regular price: $799)
    👉 Sign up now: courses.maxwellcpareview.com/bundles/comprehensive-cpa-exam-review-course-2024
    📅 Offer Valid: Black Friday, Nov. 29 - Cyber Monday, Dec. 2

  • @jeannie3876
    @jeannie3876 2 роки тому +16

    When recording the Operating Lease, the Right of Use entry should be a credit instead of a debit. Thank you for this clear and concise explanation of how to record the different leases.

    • @MaxwellCPAreview
      @MaxwellCPAreview  2 роки тому +4

      Hello Jeanie, thanks for reaching out! The Right of Use entry has to be a debit because it’s essentially a fixed asset. Then you have the credit to record the Lease Liability.

    • @johndonovan370
      @johndonovan370 2 роки тому +16

      @@MaxwellCPAreview I believe what jeannie is referring to is the postings after the initial entry. in your video they are under the debit column but should be a plug figure within the credit side so as to write down the ROU asset to zero. Great video.

    • @nickperez3429
      @nickperez3429 2 роки тому +2

      ^^^^ @maxwell CPA Review

    • @architachaudhari6307
      @architachaudhari6307 Рік тому

      This one confused me too for a while...then I remembered reading your comment

    • @Jackor91
      @Jackor91 Рік тому +1

      @@MaxwellCPAreviewyes but the subsequent entry should reduce the asset. Otherwise your entry doesn’t balance.

  • @jamesgordon3494
    @jamesgordon3494 Місяць тому

    We are doing an entire chapter on this in Intermediate Accounting and it's almost making me want to quit Accounting. It goes into an insane amount of detail and my professor expects us to know every last detail. I appreciate a more simple explanation on this topic which assures me I haven't lost my mind. Thank you.

  • @pangman77
    @pangman77 Рік тому +15

    You need to redo the Operating Lease slides. The "plug" entry for the Right of Use Asset should be a CREDIT. It needs to REDUCE the debit balance for ROA on the balance sheet.

    • @MaxwellCPAreview
      @MaxwellCPAreview  Рік тому +1

      Good call, the ROU Asset should indeed be credited instead of debited. Thanks for helping me to see this.

    • @jmay5354
      @jmay5354 7 місяців тому

      You should really redo this video chief if I didn’t see this comment I’d be maaaad confused rn

    • @theaccountant999
      @theaccountant999 4 місяці тому

      @@jmay5354Chief?? I think you meant Mr. Ashcraft.

  • @KCalm11
    @KCalm11 Рік тому +1

    Thanks for the vid! The process and/or nomenclature of accounting for the operating lease is a bit obtuse. Namely that we're crediting the lease liability an amount equivalent to the effective interest ($124,500 * 10%) and then debiting the least liability $50,000. I don't understand why. We can get the same result and account balances with a less ambiguous approach.
    Credit: Cash $50,000 | Debit: Interest Expense $12,450, Debit: Lease liability $37,550
    Debit: Amortization of ROU $37,550 | Credit: ROU Asset $37,550
    The Lease liability and ROU Asset carrying values work out to be the same , and the Interest Expense + Amortization of ROU expense is equivalent to lease expense on the earnings sheet.

  • @paulinagowelko392
    @paulinagowelko392 9 місяців тому +1

    This Video safed my life in my Financial Accounting exam ❤️

    • @MaxwellCPAreview
      @MaxwellCPAreview  9 місяців тому

      That is so encouraging to hear! Thanks so much!

  • @elizabethhale1856
    @elizabethhale1856 Рік тому +3

    Great video, so essentially, the answer is 45,645. As year 1 starts on day 1 of the lease term.

  • @sridharps104
    @sridharps104 2 роки тому +7

    In operating lease 2nd journal entries, right to use account has to be credited so eventually at the end of lease it becomes zero, however in the video it is being debited

    • @MaxwellCPAreview
      @MaxwellCPAreview  2 роки тому +2

      Hello Sridhar, thanks for reaching out! Are you referring to the summary chart of all the entries? I accidentally swapped the debits and credits there. Thanks for commenting!

    • @chibichild
      @chibichild Рік тому

      Sridhar is referring to the third line in the shot at ~11:20, debiting instead of crediting ROU.

  • @Grandesecole
    @Grandesecole 8 місяців тому +1

    Thank YOU SO MUCH!! Keep forgetting about lease accounting

  • @gabrielladoucette4124
    @gabrielladoucette4124 2 роки тому +3

    Why don’t you take the first lease payment at lease commencement? Shouldn’t the year 2 journal entry be an interest expense of 10% * (124,500-50,000) = 74,500? Where 50,000 was the amount paid at lease commencement. Interest is not taken at year 1 since interest expense only occur with the passage of time, but I’m pretty sure the first lease payment is made at lease commencement and so the lease liability will reduce by the full $50,000

    • @MaxwellCPAreview
      @MaxwellCPAreview  2 роки тому +3

      Hi Gabriella, that's a great question. If the question stated, "The lessee makes the first payment upon starting the lease" then absolutely that would be the case. In this question, since it doesn't state making a payment right at the beginning, then we don't need to decrease the lease liability by $50,000 right away. Thanks!

  • @charlesschmorr5864
    @charlesschmorr5864 9 днів тому

    Thank you for this video, it was very helpful. Well done.

  • @cydnimitchell4000
    @cydnimitchell4000 10 місяців тому +1

    This was extremely helpful! Thank you for sharing.

    • @MaxwellCPAreview
      @MaxwellCPAreview  9 місяців тому

      Thank you so much for letting me know! Best of luck in your studies.

  • @aljafarimohammad
    @aljafarimohammad Місяць тому

    So , any additional entry after the lease end and the balance in Right to use the asset Zero? Should we record the asset in our book? Or the asset list?

  • @anialeus101
    @anialeus101 2 роки тому +10

    Thank you so much, this was so easy to understand and follow!

  • @carlaparijs1450
    @carlaparijs1450 2 роки тому +4

    Great video! However the 2nd JE on the operating lease had me so confused for a few minutes! Haha the devil's in the details in our field isn't it? Love your content though, this definitely gave a simple and concise explanation of ASC 842.

    • @MaxwellCPAreview
      @MaxwellCPAreview  2 роки тому +1

      Hi Carla! Ah yes, I totally flipped around the entry when I show the summary of it. I wish I could edit that part of the video but UA-cam doesn’t let you. I will put a caption over that part that clarifies the error. I’m so glad the video helped you understand lease accounting a little better! - Kyle

    • @Wookierabbit
      @Wookierabbit Рік тому

      @@MaxwellCPAreview Couldn't you just simply re-upload the video? 😛 Come on man.... it's a CPA review course.

  • @jyotmadaan9436
    @jyotmadaan9436 Рік тому +1

    Thank you very much for making it so easy to understand!

  • @sagartandurkar4229
    @sagartandurkar4229 2 роки тому +1

    an insta subscribe, i was trying to look for this explanation showing the difference in calculation for the asc 842 for both operation and finance leases but couldn't find it in youtube. your explanation and example were both simple. Thanks a lot

    • @MaxwellCPAreview
      @MaxwellCPAreview  2 роки тому

      That is so kind of you, Sagar! I am so glad that it helped out. I struggled initially to find the differences between them too, which is why I wanted to make this video.

  • @twinstars8812
    @twinstars8812 Рік тому +1

    Does the decrease in ROU ALWAYS equal to the decrease in Lease liability every year? In what situation would they be different?

  • @raidenx3x
    @raidenx3x 11 місяців тому

    Amazing video! Can you please a criteria testing in spreadsheet to show us the whole process and how it should be disclosed? 2:35 also on 11:49 can you please create the complete journal entries? Is expense debited and credited to lease liability? Just want to confirm 😅

  • @User4212-i9u
    @User4212-i9u 22 дні тому

    Awesome explanation

  • @noohesbai444
    @noohesbai444 Рік тому

    this video really helped me, thanks a lot! I really appreciate your content, keep it up!

  • @kimsadowski4058
    @kimsadowski4058 3 місяці тому

    QUESTION re the Financing Lease. I had $212 left over Interest Expense, so my Lease Liability did NOT get down to $0. What did you do to resolve that? Asking on 8/8/2024. Many thanks!

  • @caprakashdeshanur9368
    @caprakashdeshanur9368 7 днів тому

    In finance lease can't we consider lease term or life of asset whichever shorter ?

  • @deyo5610
    @deyo5610 Місяць тому

    Why amortization expense applied to coffie machine which is tangle asset?

  • @ladonnal4225
    @ladonnal4225 29 днів тому

    Thank you for sharing.

  • @rohaneditz4490
    @rohaneditz4490 5 місяців тому

    Hey can you provide more questions on lease

  • @navornever
    @navornever 2 роки тому +1

    Great video, it was very easy to follow!

    • @MaxwellCPAreview
      @MaxwellCPAreview  2 роки тому

      Thank you, Navaneet! I am so glad to hear, thank you for letting me know!

  • @narayan2783
    @narayan2783 Рік тому

    Would appreciate if you can provide lessor accounting impact as well and the other aspects like lease termination/ payoffs.

  • @JulianaLau-u2x
    @JulianaLau-u2x Рік тому

    In operating lease calculation. the 3 year ROU plug ins does not equal $124500 to totally wipe out the ROU account. Can you explain why the difference?

  • @afedianine
    @afedianine 2 роки тому +3

    Hi Kyle, good video, however, your entries for operating lease do not balance, asset reduction is on incorrect side, Dr.

    • @MaxwellCPAreview
      @MaxwellCPAreview  2 роки тому +1

      Hi Alex, you make an excellent point! I see what you're saying, the debits are where the credits should be. Thank you so much for helping me to see this!

  • @HalaAb-gz7ne
    @HalaAb-gz7ne Рік тому +1

    Hi, thank you for this thorough lecture. Why was the Lease Liability credited against the Interest Expense? Isn't the Interest Expense supposed to be paid in Cash to the Lessor?

    • @MaxwellCPAreview
      @MaxwellCPAreview  Рік тому

      Hi Hala, the lease liability increases by interest expense and decreases with the cash payment. Keep in mind those two effects on it.

  • @deekshakmalhotra4978
    @deekshakmalhotra4978 Рік тому +1

    Hi. Can you please throw some light on where is deferred rent reflected under ASC 842?

    • @MaxwellCPAreview
      @MaxwellCPAreview  Рік тому +2

      My understanding is that deferred rent would be recorded within the carrying value of the lease (lease liability).

  • @hunglam8233
    @hunglam8233 2 роки тому +1

    thanks for making easy to understand

    • @MaxwellCPAreview
      @MaxwellCPAreview  2 роки тому

      Hello Hung, I'm so glad the video helped! That's my main goal, to make these accounting concepts as clear as possible. Thanks for reaching out.

  • @M7-iCoN
    @M7-iCoN 2 місяці тому

    Is this IFRS or GAAP?

  • @cmafareeda2208
    @cmafareeda2208 Рік тому

    Why the Right to use asset is amortized by the lessee over the life of assets instead of lease term. The lessee won't have any lease liability or right to use after 3 years.. right? pls explain?

  • @aaroacademy
    @aaroacademy 2 роки тому +1

    Thank you so much for this wonderful topic.

  • @abo94od70
    @abo94od70 2 роки тому +1

    can you explain “payments on capital lease” in cash flow statement

    • @MaxwellCPAreview
      @MaxwellCPAreview  Рік тому

      That's for the "principal" portion of the finance lease. Not the interest portion.

  • @raghavendravarsnkz1762
    @raghavendravarsnkz1762 Рік тому +1

    I see a carrying value of $209.50 on end of 4th year. Carrying value at end of 3rd Year $45,645+$4,564-$50,000=$209.50. Why is that?

    • @eraofentirety
      @eraofentirety Рік тому

      Similar carrying value with mine too

    • @ahmedfawzy6656
      @ahmedfawzy6656 11 місяців тому

      You are absolutely right. I did the same and got the same results. Also, the reduction method is better in terms of entry and calculation of the ending Lease Liability. To illustrate, at the end of Year 2, the entry will be
      Dr. Interest Expense 12,450
      Dr. Lease Liability 37,350 (difference between the annual payment (50,000 -12,4500)
      Cr. Cash 50,000
      Then it is easy to get the ending carrying value of the Lease Liability= 124,500-37,350= $86,950. We used only one entry and saved time.

  • @PaolaSalcedoZuniga-g6c
    @PaolaSalcedoZuniga-g6c Рік тому

    Hi Kyle, how do you record lease agreement for office space under the new requirement ASC 842 if you do not have interest rate, implicit rate-- just the term of the lease 3yrs, and monthly payment (8,000) with 10% increase if the lessee want to renew the lease.
    How to determine in this case implicit rate if I only have this information for the lease agreement???

  • @TanayaDoshi
    @TanayaDoshi Рік тому +1

    ROU asset should get credited during Y2,3 and 4 with the plug amount, right.. why are you showing debited

    • @MaxwellCPAreview
      @MaxwellCPAreview  Рік тому

      You are correct, the ROU Asset should be credited throughout its life. The debit is simply an error.

  • @jonescao4983
    @jonescao4983 2 роки тому +1

    operating lease, your numbers of both ROU asset and Liabilities won't be zero at the end of year 4. There is $210 left. what is the reason?

    • @MaxwellCPAreview
      @MaxwellCPAreview  2 роки тому

      Good catch. This is just due to a rounding error because when I found the present value I rounded the PV factor.

    • @Mrpuravidapurelife
      @Mrpuravidapurelife Рік тому

      @@MaxwellCPAreview Yep I tried to calculate the initial lease liability with the PV formula in excel and it resulted in zero at the end. Formula is =PV(10%,3,50000) This equals $124,342.60

  • @TibitondwaEsther-m3f
    @TibitondwaEsther-m3f 8 місяців тому +1

    What if am given direct costs in the question? How do I treat them

    • @dkaczur4092
      @dkaczur4092 7 місяців тому +1

      Direct costs are not used in calculating the pv of the right of use asset, they are expensed.

    • @MaxwellCPAreview
      @MaxwellCPAreview  6 місяців тому

      Correct, you directly expense the direct costs. The lease liability is focused solely on the present value of the lease payments.

  • @ba11er177
    @ba11er177 2 роки тому +2

    On the second operating example you are incorrect on the entries.. Not a great way to explain how to do the problem.

    • @MaxwellCPAreview
      @MaxwellCPAreview  2 роки тому +1

      Hey Roby, thanks for the comment! That is correct, the right of use asset should be credited instead of debited. Thanks for watching!

  • @lucasnetshitongwe1692
    @lucasnetshitongwe1692 2 роки тому +1

    How do we account for Vat on finace lease ?

    • @MaxwellCPAreview
      @MaxwellCPAreview  2 роки тому

      This video is specific to US leases, which do not have any VAT tax.

  • @annav4067
    @annav4067 Рік тому

    Thank you!

  • @PDXLibertarian
    @PDXLibertarian Рік тому

    Is Sales tax on the lease payment a current expense, or is it supposed to be capitalized?

    • @MaxwellCPAreview
      @MaxwellCPAreview  Рік тому

      Good question. I believe it depends on whether the sales tax is included in the lease payment amount, in which case it would be capitalized. If it's not included in the payment, then it can be directly expensed.

  • @burhanyucel3217
    @burhanyucel3217 2 роки тому +1

    Great video ,thanks

  • @ignatioustumi1505
    @ignatioustumi1505 9 місяців тому

    How do we account for the lease expense in I.S

  • @MolnárJudit-j3d
    @MolnárJudit-j3d Рік тому

    I think, the ROU amortization amount for finance lease is not correct, it should be 41500.

    • @dkaczur4092
      @dkaczur4092 7 місяців тому

      When the title is expected to be transferred, the leased asset is depreciated over its useful life instead of the lease term.

  • @abhisekmishra9752
    @abhisekmishra9752 Рік тому

    Can cash paid be different than lease expense?

    • @MaxwellCPAreview
      @MaxwellCPAreview  Рік тому

      Yes, for an operating lease it could be different, if you are giving incentives such as free months during the lease. This would cause the two to be different.

  • @Alice-wq3ce
    @Alice-wq3ce Рік тому

    Thank you for share

  • @poojajaiswal8519
    @poojajaiswal8519 2 роки тому +1

    Thankyou so much

  • @DirtDogs13
    @DirtDogs13 Рік тому

    Why is Becker not this simple?

  • @33crushman
    @33crushman 2 роки тому +1

    Great video. Question for you if you don't mind: What if there is a pre payment at commencement, for let's say 3 months? When would you start amortizing the lease liability? Would it be in month 4?

    • @MaxwellCPAreview
      @MaxwellCPAreview  2 роки тому

      Thank you, Charles! Great question. For an operating lease, the lease expense is the total payments evenly divided. So even though you pay for 3 months at the beginning, your expense would be for a lower amount.

  • @TheDawz2
    @TheDawz2 Рік тому +1

    You need to take this down until you can get your debits and credits in the correct column. Too confusing for those seeking guidance.

    • @jmay5354
      @jmay5354 Рік тому +2

      Fr though this confused me so hard for the operating leases section!!

  • @sotaishikawa9338
    @sotaishikawa9338 Рік тому +1

    0:48