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Section 8 – Introduction

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Section 8 – Analysis

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Section Downloads

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Contents

8.1 Scope.

8.2 Structure of the notes.

8.2.1 Extract from FRS102-Section 8.2–8.4.

8.2.2 OmniPro comment

8.3 Disclosure of accounting policies.

8.3.1 Extract from FRS102-Section 8.5.

8.3.2 OmniPro comment

8.3.2.1 Analysis.

8.3.2.2 Sample Accounting policies.

8.3.2.2.1 General information.

8.3.2.2.2 Basis of preparation.

8.3.2.2.3 Consolidation.

8.3.2.2.4 Basis of consolidation disclosures required where consolidated financial statements are prepared.

8.3.2.2.4.1 Basis of consolidation.

8.3.2.2.4.1.1 Subsidiary undertakings.

8.3.2.2.4.1.2 Associates and joint ventures.

8.3.2.2.4.1.3 Transactions eliminated on consolidation.

8.3.2.2.5 Business combinations and goodwill.

8.3.2.2.6 Goodwill.

8.3.2.2.7 Impairment.

8.3.2.2.8 Intangible assets.

8.3.2.2.9 Contingent acquisition consideration.

8.3.2.2.10 Financial assets.

8.3.2.2.11 General turnover accounting policy notes.

8.3.2.2.11.1 Turnover.

8.3.2.2.11.2 Turnover accounting policy for an insurance broker.

8.3.2.2.11.3 Turnover accounting policy for a manufacturing company that produces, install and also engage in long term contracts using the stage of completion using the contract activity.

8.3.2.2.11.4 Turnover accounting policy note where turnover is derived from investments. 

8.3.2.2.11.5 Turnover accounting policy for a software company. 

8.3.2.2.11.6 Turnover accounting policy for a construction company. 

8.3.2.2.11.7 Accounting policy where agreement exists for construction of real estate where recognised only when risk and reward transfer as opposed to using percentage completion. 

8.3.2.2.12 Government grants. 

8.3.2.2.12.1 Example using an accruals model.

8.3.2.2.12.2 Example using the performance model.

8.3.2.2.13 Dividend income. 

8.3.2.2.14 Dividend distribution. 

8.3.2.2.15 Currency. 

8.3.2.2.16 Financial instruments. 

8.3.2.2.16.1 (a) Trade and other debtors. 

8.3.2.2.16.2 (b) Cash and cash equivalents. 

8.3.2.2.16.3 (c) Other financial assets. 

8.3.2.2.16.4 (d) Trade and other creditors. 

8.3.2.2.16.5 (e) Borrowings. 

8.3.2.2.16.6 (f) Derivatives (no hedge accounting) 

8.3.2.2.16.7 Derivatives (where hedge accounting is applied) 

8.3.2.2.16.7.1 Hedge Accounting. 

8.3.2.2.16.7.1.1 Cash flow hedges. 

8.3.2.2.16.7.1.2 Fair value hedges. 

8.3.2.2.16.8 Derecognition. 

8.3.2.2.16.9 Offsetting financial instruments. 

8.3.2.2.17 Compound financial instruments. 

8.3.2.2.18 Provisions. 

8.3.2.2.18.1 Environmental liabilities. 

8.3.2.2.18.2 Closure costs. 

8.3.2.2.19 Contingencies. 

8.3.2.2.20 Employee Benefits. 

8.3.2.2.20.1 (a) Annual bonus plans. 

8.3.2.2.20.2 (b) Annual bonus plans. 

8.3.2.2.20.3 (c) Defined contribution pension plans. 

8.3.2.2.20.4 (d) Defined benefit pension. 

8.3.2.2.21 Preference share capital.

8.3.2.2.22 Share capital.

8.3.2.2.23 Related party transactions. 

8.3.2.2.24 Interest income. 

8.3.2.2.25 Taxation. 

8.3.2.2.26 Property, plant and equipment. 

8.3.2.2.27 Stocks. 

8.3.2.2.28 Investment properties. 

8.3.2.2.29 Leases.

8.3.2.2.30 Extract of a leasing company. 

8.3.2.2.31 Intangible assets. 

8.3.2.2.32 Goodwill.

8.3.2.2.33 Exceptional items. 

8.3.2.2.34 Share based costs. 

8.3.2.2.35 Investment properties. 

8.3.2.2.36 Biological assets –  forestry. 

8.3.2.2.37 Biological assets – Livestock (where a fair value model is adopted) 

8.3.2.2.38 Biological assets – Forestry (where cost model is adopted) 

8.3.2.2.39 Biological assets – Livestock (where cost model is adopted) 

8.4 Information about judgements. 

8.4.1 Extract from FRS102-Section 8.6. 

8.4.2 OmniPro comment 

8.5 Information about key sources of estimation uncertainty. 

8.5.1 Extract from FRS102-Section 8.7. 

8.5.2 OmniPro comment 

8.5.2.1 Analysis. 

8.5.2.2 Sample critical accounting judgements and estimates disclosures. 

8.5.2.2.1 Critical Accounting Judgements and Estimates. 

8.5.2.2.2 Establishing useful economic lives for depreciation purposes of property, plant and equipment.

8.5.2.2.3 Inventory provisioning. 

8.5.2.2.4 Providing for doubtful debts. 

8.5.2.2.5 Valuation of investment properties. 

8.5.2.2.6 Provisions. 

8.5.2.2.7 Defined benefit pension scheme. 

8.5.2.2.8 Impairments. 

8.5.2.2.9 Tax provisions and deferred tax assets. 

8.5.2.2.10 Contingent consideration. 

8.5.2.2.11 Business combinations. 

8.5.2.2.12 Establishing useful lives for amortisation of goodwill and intangible assets. 

8.5.2.2.13 Exceptional items. 

8.5.2.2.14 Rebates. 

8.5.2.2.15 Other areas. 

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Section 8: Notes to the Financial Statements

Summary

Section 8 describes the principles underlying the information that is to be presented in the notes to the financial statements.

What is new?        

Section 8 requires a note to be included in the financial statements detailing the judgements and estimates that management have made in applying the accounting policies, and that have the most significant effect on the amounts recognised in the financial statements. This was not a requirement under old GAAP (FRS 18).

What is different?

Section 8 requires a specific statement that the financial statements that have been prepared in compliance with FRS 102. Old GAAP was not as prescriptive.

What are the key points?

The section requires systematic presentation of information not presented elsewhere in the financial statements in, as well as information on the:

The notes are required to include a specific statement that the financial statements have been prepared in compliance with FRS 102.

What do accountants need to do?

Be aware of the additional requirements under FRS 102 so that the notes to financial statements are prepared in compliance with the standard.

Review the client portfolio to identify companies where significant judgements may need to be used in applying accounting policies and help clients with wording for the disclosures on these judgements and estimates of management.

What do companies need to do?

Be aware of the additional requirements under FRS 102 so that the notes to financial statements are prepared  in compliance with the standard.

Assess whether any judgement and estimates are required to be disclosed in accounting policies and determine the wording so as to comply with Section 8.

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Examples

Example 1: Extract of examples of accounting policies note.

Example 2: Critical Accounting Judgements and Estimates

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Section 8 Detailed Guide

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Section 8 – Difference Guide

 

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Section 8 – Disclosure Checklist

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