FA – L1 – Q73 – Preparation of limited liability company financial statements

The following trial balance has been extracted from the books of account of Kamisa Health Limited, a limited liability company, at 31 March 20X9.

Description ZMW ‘000 (DR) ZMW ‘000 (CR)
Administrative expenses 210
Share capital (ordinary shares of ZMW 1 fully paid) 600
Trade receivables 470
Bank overdraft 80
Income tax (overprovision in 20X8) 25
Retirement benefit liability 180
Distribution costs 420
Non-current asset investments 560
Investment income 75
Plant and equipment (At cost) 750
Accumulated depreciation (at 31 March 20X9) 220
Accumulated profit (at 1 April 20X8) 240
Purchases 960
Inventories (at 1 April 20X8) 140
Trade payables 260
Revenue 1,950
Dividend paid 120
Total 3,630 3,630

Additional Information
(1) Inventories at 31 March 20X9 were valued at ZMW 150,000.
(2) The following items are already included in the balances listed in the above trial balance.
(3) The income tax expense based on the profit on ordinary activities is estimated to be ZMW 54,000.
(4) The retirement benefit liability is to be increased by ZMW 16,000. The increase should be charged to administrative expenses. No retirement benefits are expected to be paid for the foreseeable future.

Required:
Prepare the company’s statement of profit or loss for the year to 31 March 20X9 and a statement of financial position at that date in accordance with IAS 1 Presentation of Financial Statements.

Kamisa Health Limited
Statement of Profit or Loss for the Year Ended 31 March 20X9

Description ZMW ‘000
Revenue 1,950
Cost of sales (140 + 960 – 150) (950)
Gross profit 1,000
Other operating income 75
Distribution costs (420)
Administrative expenses (210 + 16) (226)
Profit before tax 429
Income tax expense (54)
Profit for the year 375

Statement of Financial Position at 31 March 20X9

Description ZMW ‘000 ZMW ‘000
ASSETS
Non-current assets
Property, plant and equipment (750 – 220) 530
Investments 560
1,090
Current assets
Inventories 150
Trade receivables 470
620
Total assets 1,710
EQUITY AND LIABILITIES
Capital and reserves
Share capital 600
Accumulated profits (240 – 120 + 375) 495
1,095
Non-current liabilities
Retirement benefit obligations (180 + 16) 196
Current liabilities
Trade and other payables 260
Operating overdraft 80
Income tax payable (29 + 25) 54
394
Total equity and liabilities 1,710