ICAN TAXATION

WEEK 6 QUESTIONS

TOPIC: COMPUTATION OF COMPANY’S INCOME TAX LIABILITY

REVIEW QUESTIONS

MINIMUM TAX COMPUTATIONS:

QUESTION1

(a) What is minimum tax?

(b) State the exemptions to minimum tax

QUESTION 2

Richard Nigeria Limited is a company duly incorporated in Nigeria. The company’s financial results for the year ended 31st December, 2007 are as follows.

Richard Nigeria Limited

Statement of financial position as at 31st December, 2007

N’000N’000

Share capital32,000

Statutory reserve12,000

General reserve20,000

Long term loan14,000

78,000

Represented by:

Fixed Asset40,000

Current asset112,000

Current liabilities(74,000)38,000

78,000

The following additional information is available from the records:

a)Unrelieved capital allowance brought forward from 2007 year of assessment was N120,000

b)Capital allowance for the year 2008 was N190,000

c)Turnover N40,000,000

d)Gross profit and assessable profit were N7,000,000 and N420,000 respectively

Compute the company’s tax liability taking cognizance of the minimum tax provision

COMPUTATIONS OF COMPANY INCOME

QUESTION 3:

OloriEbi limited is a Nigeria company engaged in the manufacture of textile materials for the year ended 31/12/2004, the company account disclosed a net profit of 5,000 naira after charging the following: -

Staff salaries1,000

Rent for MD’s residential accommodation1,500

Depreciation 500

Penalties and fines 100

You are informed that the annual basic salary of the company managing director is 750. While other allowance total 2,000. You are required to compute the adjusted profit of the company for the year ended 31/12/2013.

QUESTION 4:

Chop 1 Chop limited is a Nigeria company engaged in the production of tuber. For the year ended 30/6/2003, it total profit was 2.5m before charging the following donation: -

N

a. Boys scout of Nigeria500,000

b. Girls guide of Nigeria300,000

c. research institute200,000

1,000,000

Compute the maximum allowable donation and re compute the total profit after deducting the donation

QUESTION5:

Erinkojobe limited has been trading for many years. Its profit statement is: -

N, 000N, 000

Gross trading profit95,900

Other income 9,000

104,900

Less:

Wages and salaries 8,000

Rates, rent and lighting 420

Repairs and maintenance 742

Stock lost by accident 830

Interest on loan 560

Donations 350

Advertising 175

Depreciation 820

Insurance 520

Bad debts written off 728 (13,145)

Net profit 91,755

The following information was made available: -

  1. Repairs and maintenance included 39,000 for renewal of plant
  2. Donations were made to: -

Museum 50,000

Political party 250,000

Nigeria Red cross 50,000

  1. Loss of stock by accident was compensated by Owode Insurance company with 730,000
  2. Bad debts written off included 128,000 car loan granted to one of the employees.

Required: Compute the company adjusted profit for the relevant year.

QUESTION 6:

For the purpose of computing the income tax of a company, state the various incomes that are exempted from tax

QUESTION 7:

A.State the conditions for allowing donations as allowable expenses

B.List 10 expenses that are not allowable for tax purpose

QUESTION 8

The Net Profit of Kingsley Nigeria Ltd for the year ended 31 May 2009 was N62,580,000, after crediting profit on the sales of Property, Plant & Equipment and after charging the following:

N Building Fund 40,000

Depreciation 4,250,000

Club house Project 24,500

Donation to Community fund 72,000

Recreations Club 7,300

Church Building fund 6,000

Legal Charges for purchase of leasehold rights 150,000

Directors’ Remuneration 850,000

Other information include:

i. Profit on sale of Property, Plant & Equipment N8,000 (included in the net profit)

ii. The capital allowance and balancing allowance claimed for the year were agreed with Tax Authority at N9,500 and N52,580 respectively.

Required:

Calculate the income tax payable by the company for the re

QUESTION 9

Garuba Nigeria Plc has been carrying on business since 2002. During the year ended 31

December 2011, the Company’s activities are as follows:

GARUBA NIGERIA PLC

Financial position as at 31 December 2011

Assets Employed: N N

Fixed Assets 150,000,000

Current Assets 410,000,000

Less Current Liabilities 240,000,000 170,000,000

320,000,000

Financed by:

Share Capital 120,000,000

Statutory Reserves 40,000,000

General Reserves 90,000,000

Long-term Loans 70,000,000

320,000,000

Notes:

i. The turnover of the Company during the year ended 31 December 2011 was N150million.

ii. Gross Profit was N31 million.

iii. Assessable Profit for 2012 Year of Assessment was N5.5 million.

iv. Unrelieved capital allowances brought forward from 2011 Year of Assessment was

N550,000.

v. Capital allowance for the 2012 Year of Assessment was N635,000.

You are required to compute the income tax liability of the company for the relevant year of assessment.

Q10

New Lagoon Limited is plumbing and electrical consulting engineers and has been in business for many years. The profit and loss account of the company for the year ended September 30, 2009 is as follows:

NN

Consultancy fees received12,500,000

Profit on disposal of motor vehicle 150,000 ` 12,650,000

Less Overheads:

Directors` remuneration1,240,000

Staff salaries, wages and allowances5,895,000

Communication expenses 266,000

Electrical and water 174,500

Bank Charges and interest 235,600

Motor running expenses 382,300

Bad and doubtful debts 142,500

Office rent2,200,000

Depreciation of fixed assets1,600,000

Repairs and maintenance 895,000

Auditors’ remuneration 300,000

Legal and professional charges 125,000

Miscellaneous charges 85,000

13,540,900

Net loss for the year N(890,900)

The following additional information are available:

a.One of the directors is an architect and utilizes a wing of the office block for his professional practice. It is estimated that the proportion so occupied is about one-fifth of the total office space. It is also agreed that one- tenth each of the expenditures on electricity, water and communication expenses relate to the architectural practice.

b.An analysis of bad and doubtful debts account is as follows:

N N

Bad debts written off during the year150,000

Provision of 2% on the total of sales ledger balances 32,900

182,900

Bad debt previously written off now recovered 30,000

Specific provisions for bad debts no longer required 10,400(40,400)

142,500

c.Repairs and maintenance include:

Cost of replacing wooden door with glass sliding door 80,000

Electrical and plumbing maintenance in architectural practice 25,000

d.Legal and professional charges:

Fines for traffic offence 50,000

Penalty for late filing of annual returns 35,000

e.Miscellaneous charges include donation of N25, 000 to Apapa Boat club

Required:

Compute the adjusted profit of Messrs New Lagoon Limited for income tax purposes

Q11

Crafted Wood Nigeria Limited is a company incorporated in Nigeria and has been in construction business for many years. The detailed profit and loss account for the year ended December 31 2009 is as follows:

N‘000 N‘000

Value of work done 4,074,568

Miscellaneous income 718,262

4,792,830

Salaries and Wages 273,427

Transport and Freight 57,640

Repairs and Maintenance 3,939

Hire of equipment 20,196

Rent of warehouse 52,004

Insurance and licence117,097

Travelling expenses 37,936

Stationery and services 13,878

Canteen expenses 16,547

Postages and telephone 10,087

Medical expenses 9,191

Professional charges 18,628

Directors’ fees 25,000

Accountancy fees 10,000

Bank charges and interest 721,730

Depreciation of fixed assets 99,144

Tender expenses 21,381

Loss on foreign exchange 244,857

Direct materials 25,315

Fuel and oils 57,911

Test and technical radiograph 330

Decrease (increase) in W.I.P.2,768,747 4,604,985

Net Profit 187,845

The following information is also relevant:

(i)Tax deducted at source from rental income which forms part of the miscellaneous income amounted to N47,965,000

(ii)Tax written down value of assets disposed of was N117,785,000 and sales proceeds amounted to N253,752,000.

(iii) Only N10,628,000 of the amount charged as professional charges has been agreed to be admissible for tax purposes.

(iv)Total capital allowances for the year amounted to N136,600,000.

(v)Unutilised capital allowances brought forward from the immediate preceding year amounted to N357,484,000. Required:

(a) Compute the tax liabilities of Crafted Wood Nigeria Limited for the relevant year of assessment.

(b) Explain the concept “Wholly, Reasonably, Exclusively and Necessarily” incurred expenses.

(c) Section 33 of CITA CAP C21 LFN 2004 as amended, specifies a category of companies to which Minimum Tax Provision is not applicable. List any TWO of such Companies

Q12

The Senior Tax Manager of your firm of Tax Consultants has just finished a meeting with the Management of Emidans Nigeria Limited, Calabar. At that meeting, he was presented with the following facts:

Emidans Nigeria Limited was incorporated in 2006 and the main object clause is to operate in the Communications Sector of the economy. As a result of strategic management and interpersonal relationship of the Board of Directors, the Company recorded the understated revenue:

N’000

Year ended 31 December, 2009 140,000

Year ended 31 December, 2010 160,000

Year ended 31 December, 2011 185,000

Year ended 31 December, 2012 210,000

Year ended 31 December, 2013 435,120

On 1 July, 2013, the Company acquired all the shareholdings in Megatek Systems Limited, whose operations are in horizontal integration with Emidans Nigeria Limited.

The Statement of Comprehensive Income of the Company for the year ended 31 December, 2013

was as follows:

N’000 N’000

Revenue 435,120

Opening inventory 41,491

Purchases 294,224

Carriage Inwards 5,718

341,433

Less: Closing inventory 36,633

Cost of sales (304,800)

Gross profit 130,320

Other income 9,530

139,850

Deduct:

Administrative expenses:

Directors remuneration 20,720

Motor running 10,660

Transport 8,795

Rent 8,000

Office 4,190

Salaries & wages 15,571

Telephone 3,626

Audit 5,180

Maintenance 7,355

Sundries 5,791

Medical 1,890

Printing & stationery 4,247

Provision for bad debts 9,386

Loss on sale of Non-current assets 3,771

Depreciation 9,137

(118,319)

Net profit 21,531

Additional information:

i. 60% of Other Income was the personal rental income of the Managing Director.

ii. The Capital allowance for the year was N12,432,000.

iii. On 5 September, 2013 the Federal Inland Revenue Service (FIRS) discovered that Emidans Nigeria Limited had not registered with the Service since incorporation in 2006.

The submission of the audited Financial Statements for the year ended 31 December, 2013 necessitated a Notice of Tax Audit by the Federal Inland Revenue Service.

You have just received an e-mail from the Senior Tax Manager in which the above details were included and you have been asked to prepare a Memo addressing the following issues:

a. Requirements for the registration of the Company for Tax purposes.

b. Tax implication of Companies operating in the Communications sector of the economy.

c. FIVE transactions for which Tax Identification Number (TIN) is required.

d. THREE tax offences which the Company has committed and the corresponding Penalties.

e. The Tax Liabilities of the Company for the relevant Year of Assessment.

Q13

The Profit and Loss Account of AlhajaAbiona, proprietor of Glorious Super Stores for the year ended 31 December 2009 is as follows:

N N

Gross profit for the year 1,200,000

Expenses: Salaries and wages 465,000

Depreciation 330,000

Repairs and maintenance 100,000

Bad debts (net) 18,000

Interest 10,000

Rent 80,000

Advertising 58,000

Loss on sale of car 22,000

Office expenses 46,000

General expenses 37,000

Legal expenses 18,000

Entertainment 44,000

Motor expenses 25,000 (1,253,000)

(53,000)

Profit on sale of delivery van 2,000

Interest 5,000

Net loss (46,000)

You are provided with the following information:

(i)Allowable expenses of N12,000 had been omitted from the accounts.

(ii)The rent is in respect of a building which is used for both business and private occupation by the proprietor and 25% of the building is used for private purposes.

(iii)The cost of goods taken by the proprietor for her personal use has been deducted from Purchases in the Trading Account. The selling price of the goods was N15,000. The business prices its goods at cost plus 20%.

(iv)Entertainment consists of N24,000 incurred on private holiday of AlhajaAbiona, N8,000 for entertaining her friends and N12,000 for entertaining customers.

(v)Interest received is in respect of investment in OLUN State Government Development Bond.

(vi)General expenses include cost of installation of an Electric Generator for the business of N1,500.

(vii)The interest expense is in respect of a loan of N100,000 obtained by the proprietor from a Bank. She used N75,000 of this loan to purchase a Van for her business and the balance in paying for the expenses incurred in sending her son on a visit to Italy.

(viii)Loan interest amounting to N9,000 which had in the past years been charged in the profit and loss account was waived by the lender during the period under consideration. The amount of N9,000 was credited to Retained Earnings Account.

(ix)Motor expenses include N5,000 for running the proprietor’s personal car. The Inspector of Taxes has agreed 50% as representing business use.

(x)Advertising consists of:

N

Cost of neon lighting for the business 8,000

Business advertisement on radio 10,000

Others (all allowable) 40,000

58,000

(xi)Salaries and Wages consist of the following: N

Wages of proprietor’s houseboy 12,000

Wages of messengers and cleaners 40,000

Proprietor’s salary 160,000

Salary of office staff 63,000

Shop assistant’s salary 130,000

Manager’s salary 60,000

465,000

(xii) Bad debts include recovery of a specific debt of N4,000, a general provision of N2,000 and N1,500 granted to an employee who was in financial difficulties and left before he could repay the amount due.

(xiii) Legal expenses consist of the following: N

Cost of income tax appeal 4,000

Cost of settling dispute with customers 5,000

Business advice to proprietor 6,000

Cost of debt collection 3,000

18,000

(xiv) Repairs and maintenance include the following:

Cost of making good the defects in an electric generator, for the business, at the time of purchase N1,000.

Painting of business premises N8,000. Restructuring and improving the roof and walls of the business premises N6,000.

Provision of Iron Gate for the business premises N7,000.

You are required to:

Compute the Adjusted Profit of AlhajaAbiona for the relevant year of assessment.

Q14

Megida Nigeria Limited commenced business on 1 July 2009. It is engaged in the importation and sale of Building materials.

The Managing Director, Chief DandanOgeba, had been keeping the records of the company from inception until when the Accountant, Mr. Babajide James was appointed on 1 May 2010.

The following details were provided by the Managing Director for the period 1 July 2009 to 30 April 2010. N

Cost of incorporating the Company 250,000

Purchases (1July 2009 to 31 December 2009) 82,000,000

Purchases (1 January 2010 to 30 April 2010) 50,000,000

Sales (1 January 2009 to 31 December 2009) 106,600,000

Sales (1 January 2010 to 30 April 2010) 67,500,000

Depreciation (1 July 2009 to 31 December 2009) 850,000

Advertisement (1 July 2009 to 31 December 2009) 150,000

Medical (1 July 2009 to 31 December 2009) 250,000

Construction of New office block completed on 20 October 2009 10,000,000

The Managing Director has computed the Company’s Tax liability as N9,180,000 as shown below:

Managing Director’s Computation of Net Profit and Tax Liability

N‘000N‘000

Sales (N106,600 + N67,500,000) 174,100

Purchases (N82,000,000 + N50,000,000) 132,000

42,100

Less: Cost of Floating the company 250

Advertisement 150

Medical 250

Construction of New office block 10,000

Depreciation 850 (11,500)

Net Profit 30,600

Tax on N30,600,000 at 30% 9,180

Assume that the Company makes up accounts to 31 December each year.

Ignore Capital allowance

Required:

(a) As an External Consultant appointed by the Company, compute the correct Tax Liability of the Company.

(b) Compute the Education Tax Liability for the relevant year of assessment permitted by the information given above.

(c) What is the Total Tax liability?

(d) Give FOUR reasons why your computation is different from that of the Managing Director.

Q15

Regional Commercial Bank Limited, fully owned by Nigerians, has been in banking business for the past 8 years. You are provided with the following information extracted from the Books of the Bank: Regional Commercial Bank Limited

N

Adjusted profit for year ended 31 December 2010 5,500,000

Capital allowances for the year 1,500,000

Issued Share Capital 11,200,000

Statutory Reserves 1,800,000

General Reserves 1,600,000

Long-term Loan 1,900,000

You are also informed that the following relate to the accounts for year ended 31 December 2010: N

The turnover 250,000,000

The gross profit 25,000,000

The Net Assets 16,500,000

Unutilised Capital allowances brought Forward from 2010 assessment year 3,725,000

Required:

(a) Compute the Bank’s Tax liabilities for 2011 year of assessment.

(b) The International Financial Reporting Standards (IFRS) contains some provisions that have Income Tax implications. State THREE issues in IFRS that have some Tax implications?

(c) Capital expenditures qualify for grant of Capital Allowances based on certain criteria.

(i) List FOUR categories of Capital expenditure that qualify for grant of Capital Allowances under the Companies Income Tax Act CAP C21 LFN 2004.

(ii) List the conditions for granting Capital Allowances

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