Is this correct under accrual accounting? - Posted by Bob Smith

Posted by River City on September 20, 2008 at 07:17:53:

Under accrual basis accounting, you recognize an item of income when all the events that establish your right to receive the income have happened, and when the amount of income you are to receive is known with reasonable accuracy. So, your example above is not correct.

You should check with your CPA and discuss the different types of accounting in detail. Accrual basis accounting is more difficult and time consuming to implement and maintain than cash basis accounting. Your CPA should be able to tell you which type of accounting is most suitable for your type of business. It might cost a couple hundred dollars, but it would be well spent.

Is this correct under accrual accounting? - Posted by Bob Smith

Posted by Bob Smith on September 18, 2008 at 12:35:52:

As I understand accrual accounting, income is treated as received when it is
earned, regardless of when it is actually received. Does that imply that if a
payment to me is received before its due date, as might happen if payment on a
mortgage or lease is for some reason sent early, I can and should book that
payment on its due date if accrual is my selected accounting method? This has
obvious implications when figuring quarterly tax withholding.

Re: Is this correct under accrual accounting? - Posted by John HASLACH

Posted by John HASLACH on September 21, 2008 at 18:49:38:

Why are you doing accrual as opposed to cash basis accounting?

Answer is Yes. - Posted by AlexCO

Posted by AlexCO on September 20, 2008 at 11:24:42:

I hoped some accountant will come out here to explain before I come out.

I am not a CPA, but I had worked on an Accounting software for small businesses in 80’s and early 90’s.
I still do my bookkeeping all by myself, and my business is of course an accrual base.

For easy remembering, think this way.
Generally in accrual accounting, the income is posted on the date of your invoice.
The expense is posted on the date of the vendor’s invoice (or when you received their invoice in the mail).
And forget about when you actually receive/pay money.

In rental case, the invoice is created when it is due.
(In many “business lease” case, however, the invoice may be created for the entire lease period when the lease is signed, though.)

In your case, the customer’s deposit or pre-payment is posted to a Liability ledger when received, not the Income or Assets ledger yet. This is because the customer has the right to demand the return of the deposit ANYTIME BEFORE the invoice is created (or the payment is due).
Think it as a FREE LOAN from your customer to you (or your business) until the customer’s payment is due.

On the day the customer’s payment is due, your accounting system (or accountant/bookkeeper) will move the customer’s deposit from the Liability Ledger to the Assets (Account’s Receivable) ledger as the cusomer’s (actual, not pre-) payment. At the same day, You create the invoice for customer’s corresponding month’s rent in your Income ledger (and an offsetting entry to the Assets=Account’s Receivable ledger).

I beleive that is the proper bookkeeping procedure in acrual accouning to treat the deposit.

Therefore, your understanding is correct. For tax purpose, your customer’s payment is recognized when it is due, even though he/she may pay earlier.

Re: Is this correct under accrual accounting? - Posted by River City

Posted by River City on September 19, 2008 at 13:19:46:

When using accrual-basis accounting, receivables and payables are recognized when a sale is agreed to, even though no cash has been received or paid out. Under accrual accounting, revenue is recorded when it is earned and realized, regardless of when actual payment is received. The expenses are matched to the income regardless of when they are actually paid.

Re: Is this correct under accrual accounting? - Posted by Bob Smith

Posted by Bob Smith on September 20, 2008 at 02:14:40:

You’re saying that if a payment is due on the 1st of the month, but I
receive it on the 29th of the previous month, I can record receiving that
revenue on the 1st even though I have constructive receipt of it on the
29th? I can in effect push a payment due Jan 1, but received Dec 29, into
the next tax year?

Re: Is this correct under accrual accounting? - Posted by JOHN HASLACH, CPA, MST

Posted by JOHN HASLACH, CPA, MST on October 15, 2008 at 17:46:13:

Rental income is taxable when received, not when earned. The Supreme Court backs the IRS on this position.

Again, why would you want to do accrual basis accounting on rental real estate?