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Income taxation by valencia chapter 4 (gross income)

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#######################CHAPTER 4 GROSS INCOMEProblem 4 � 1 TRUE OR FALSETrue

actual expensesTrueTrueTrueTrueFalse � Not income but a liability in compliance

� because estimated bad debts is not allowed to be deducted from gross business

AGross salary (P280,000 + P20,000)##P300,000##Pier diem as board of director##120,000##Taxable 13th month pay## 5,000##Gross taxable

compensation income##P425,000##Problem 4 � 6 BSalary##P150,000##Overtimepay##30,000##13th month pay and other bonuses## 15,000##Total compensation income##P195,000##Problem 4 � 7 BSalary ##P120,000##Tips

##360,000##Cost and living allowance## 5,000##Total taxable compensation income##P485,000##Note: New BIR interpretation provides that the 13th month pay 13th month pay is only P10,000, the P20,000 achievement awards being part of de-minimis can be used as other benefits, to complete the P30,000 nontaxable

DFirst employment for 30 years received at the age

of 50##P500,000##Problem 4 � 9 BFirst employment �

resigned##P300,000##Problem 4 � 10 CGross compensation income (1,000 x

P10)##P10,000##Problem 4 � 11 B#Compensation#Capital gain##Compensation income (P13 � P12) x 10,000#P 10,000###Capital gain (P15 � P13) x 10,000##P 20,000##Problem 4 � 12 C#Compensation#Capital gain##Compensation income (P25 � P23) x 10,000#P 20,000###Capital gain (P30 � P25) x 10,000##P 50,000##Problem 4

� 13 DRegular compensation per month##P 50,000##Cancellation of indebtedness (P300,000 � P250,000)## 50,000##Total compensation income � December

2007##P100,000##Problem 4 � 14 BInsurance premium � beneficiary

Sico##P5,000##Problem 4 � 15 BCleaning of business equipment##P 1,000##Repair service of store## 3,000##Total casual service income##P 4,000##Problem 4 � 16

CTotal purchases##P500,000##Transportation expenses##5,000##Unsold goods##( 40,000)##Cost of goods sold##P465,000##Problem 4 � 17 CInventory,

beginning##P 20,000##Purchases ##1,200,000##Purchase

discounts##( 10,000)##Purchase returns##( 40,000)##Transportation

in##5,000##Inventory end## ( 50,000)##Cost of sale##P1,125,000##Problem 4 �

18 C# Year 1# Year 2##Inventory, beginning##P 50,000##Inventory, ending#(P50,000)#( 30,000)##Purchases #850,000#900,000##Freight � in

#10,000#15,000##Purchase discount#( 20,000)#( 25,000)##Cost of

sales#P790,000#P910,000##Problem 4 � 19 BSales##P1,275,000 ##Sales returns##( 25,000)##Net sales##P1,250,000##Less: Cost of goods manufactured and sold#### Purchases � raw materials #P 540,000### Freight-in#20,000### Raw materials, ending inventory#( 10,000)### Raw materials used#P 550,000### Direct labor#400,000### Factory overhead#200,000### Total manufacturing cost#P1,150,000### Work-in-process, ending

inventory#( 100,000)### Finished goods, ending inventory#

( 50,000)# 1,000,000##Business income##P 250,000##Problem 4 � 20 BAdvance payment##P 2,000##Additional collection##8,000##Office machine##

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3,000##Gross service income##P13,000##Problem 4 � 21 AProfessional fee,

accounting services##P 500,000##Salaries of accounting

staff##( 150,000)##Accounting supplies##( 10,000)##Gross service income##P 340,000##Problem 4 � 22 BService charges:#### Originating from the Philippines##P 150,000## Collection abroad of collect messages originating

in the Philippines## 60,000##Gross income for Philippine Income Tax

computation##P 210,000##Problem 4 � 23 BRent for year:####200A##P

80,000##200B##480,000##200C## 40,000##200B Reportable income ##P 600,000##Problem 4 � 24 BRent income##P360,000##Real property tax assumed by the lessee##10,000##Unrestricted advance rent## 60,000##Taxable gross

receipts##P430,000##Problem 4 � 25 D#Outright #Spread-out##Year 1 Outright method#P240,500###Year 1 Spread-out method#### Value of

from improvement##P 20,639## Multiplied by months in a year## 9/12## Year 1 spread-out � rent income on improvement##P 15,479##

Problem 4 � 26 C#Outright #Spreadout##Outright #P180,000###Spreadout ##P

-0 -##Problem 4 � 27 CCost of improvement##P300,000##Less: Accumulated

depreciation at the end of the lease (P300,000/6) x 4 years and 7 months## 229,167##Book value at the end of the lease##P 70,833##Divided by number of years until the termination of lease contract = 4 years and 7 months##

income from improvement##(P42,500)##Book value of improvement at the time of

2010 from the pre-termination of contract##P120,000##Problem 4 � 28 CP50,000 cash dividend received by an individualProblem 4 � 29 BInterest income from

an investment in a 10-year bond##P 40,000##Interest income from expanded

foreign currency deposit## 60,000##Total taxable interest income##P100,000##Problem 4 � 30

income as author (P100,000 x 10%)##P 10,000##Royalty income from franchising (P200,000 x 20%)##40,000##Royalty income from gold mine (P500,000 x 20%)## 100,000##Total final tax##P150,000##Problem 4 � 32 D#Copyright#Patent ##Gross royalties:#P 35,000### Copyright (P31,500/90%)#### Patent (P20,000/80%)##P 25,000##Income tax � final #### Copyright (P35,000 x 10%)#( 3,500)### 20,000##Problem 4 � 33 AP500,000 - Dividends earned outside the Philippines by

a domestic corporation from a foreign corporation are taxable in the

AThe dividend received by a domestic corporation

AP8,000

49,000##Gambling winnings ##300,000##Beauty contest winnings## 100,000##Taxableprizes and winnings##P449,000##Problem 4 � 37 D# Year 1# Year 2# Year 3##Income (loss)#P100,000#(P 20,000)#P 50,000##Less: Bad debts written off# 25,000# 10,000# 5,000##Income loss before bad debts recovery#P 75,000#(P 30,000)#P 45,000##Bad debts recovery of previous year with tax

5,000)#P 50,000##Note: The tax benefit allowed in year 2 for the bad debts written off is only P5,000; hence, the reportable bad debts recovery in year 3

DYear 1: No bad debt recovery###None##Year 2: Bad debt recovery###P 600##Problem 4 � 39 DP5,000

CReal property tax##P 10,000##Local taxes ## 500##Reportable incomefrom tax refund##P 10,500##Problem 4 � 41 CAnnuity received##P

annuity ##P 1,818##Note: The present value factor of P1 for an effective

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annuity ##P 630##Problem 4 � 43 BExcess of withdrawable amount ($10,000 -

$1,000)##$ 9,000##Multiplied by exchange rate per 1 dollar## P

50##Reportable income received by error##P450,000##Problem 4 � 44 CAverage monthly unreturned change to clients ##P 4,000##Multiplied by number ofmonths in a year## 12##Illegally obtained income - taxable##P48,000##Problem 4 � 45Total receipts, 200BLess: Direct costs- commission (P425,000 x 65%) Rental expense (P3,000 x 12) Depreciation

Supplies usedGross income of A-1 Barbershop#P 276,25036,0005,000 1,750#P 425,000 319,000P 106,000##Note: The interest expense could only be Furthermore, borrowing cost directly attributable to the acquisition,

construction or production of assets used in the business may either be

shares received (1,000 shares x P100)Cancellation of debt in lieu of service renderedProfit sharingGross taxable compensation income#P300,000100,00050,000 40,000P490,000##Problem 4 � 47Salary (P25,000 + P302,000)Income tax paid by the employerNote receivableTotal compensationBusiness gross incomeAllowable expensesPrepaid rent incomeBad debts recovered previously written-off (P38,000 x 60%)Taxable income subject to tabular tax#P 400,000( 250,000)#P327,0005,000 20,000P352,000150,00050,000 22,800P574,800#######PAGE ##PAGE #21#INCOME TAXATION 5TH Edition (BY: VALENCIA & ROXAS)SUGGESTED ANSWERSChapter 4: Gross Income#

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