In these notes · Preparing the Adjusted Trial Balance
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15.4

Preparing the Adjusted Trial Balance

Key Concepts

Once the errors are corrected, the trial balance must be redrawn so that the balances are right. This is the adjusted trial balance. The method is:

  1. For each error, identify the accounts affected and how the correction changes each one (add or subtract).
  2. Apply every correction to the original balance of each affected account.
  3. Re-total both columns. They must still match — if they do not, a correction has been applied wrongly.

Show the change beside each adjusted balance in brackets, e.g. Cash at bank (6,400 − 1,200 + 1,100), so the working is clear.

Worked Example
The trial balance of Tropical Trading at 31 December 20X4 balanced at $352,900.
Tropical Trading
Trial Balance as at 31 December 20X4
AccountDr ($)Cr ($)
Cash at bank6,400
Office equipment39,000
Cost of sales125,200
Trade payables17,200
Trade receivables29,600
Rental income5,600
Drawings600
Insurance expense4,800
Motor vehicles35,200
Salaries expense51,000
Utilities expense3,200
Repairs expense1,700
Discount received1,000
Sales returns2,000
Sales revenue204,200
Capital74,900
Long-term borrowings50,000
Inventory54,200
Total352,900352,900

The following errors were then discovered:

  1. A credit purchase of goods for $340 from Faizal was recorded as $430.
  2. A payment of $1,200 for utilities by cheque was omitted from the books.
  3. A purchase of office equipment for $400 by cheque was recorded as repairs of equipment.
  4. A credit sale of goods for $300 to Serena was posted to Farah's account.
  5. A cheque for $550 received from Hui Lin was recorded by debiting Hui Lin's account and crediting Cash at bank.
1
Work out the correcting entry and the effect on each account
ErrorCorrecting entryEffect on the accounts
1
  • Dr Trade payables — Faizal $90
  • Cr Inventory $90
Recorded $430 instead of $340 — reduce both by the $90 difference
2
  • Dr Utilities expense $1,200
  • Cr Cash at bank $1,200
Record the omitted payment in full
3
  • Dr Office equipment $400
  • Cr Repairs expense $400
Move $400 from Repairs expense to Office equipment
4
  • Dr Trade receivables — Serena $300
  • Cr Trade receivables — Farah $300
Total trade receivables: +300 to Serena, −300 to Farah (no change to the total)
5
  • Dr Cash at bank $1,100
  • Cr Trade receivables — Hui Lin $1,100
Sides were swapped — correct by twice the $550, i.e. $1,100
2
Apply the corrections to each affected balance and re-total
Tropical Trading
Trial Balance as at 31 December 20X4
AccountDr ($)Cr ($)
Cash at bank (6,400 − 1,200 + 1,100)6,300
Office equipment (39,000 + 400)39,400
Cost of sales125,200
Trade payables (17,200 − 90)17,110
Trade receivables (29,600 + 300 − 300 − 1,100)28,500
Rental income5,600
Drawings600
Insurance expense4,800
Motor vehicles35,200
Salaries expense51,000
Utilities expense (3,200 + 1,200)4,400
Repairs expense (1,700 − 400)1,300
Discount received1,000
Sales returns2,000
Sales revenue204,200
Capital74,900
Long-term borrowings50,000
Inventory (54,200 − 90)54,110
Total352,810352,810

Both columns fall by $90 — the net effect of all five corrections. The adjusted trial balance still balances, now at $352,810.

This corrected trial balance is the reliable base the financial statements are prepared from — the next step, for G3 students, is to redraw them.

Common Mistakes
1

Adjusting only one account for an error. Every correcting entry has two sides — both affected balances must be updated. Changing only one will unbalance the trial balance.

2

Applying the correction in the wrong direction. Read each correcting entry carefully: a debit to an account with a debit balance increases it; a credit to it decreases it. Getting a sign wrong throws out the totals.

3

Forgetting that a wrong-account error nets to zero. Moving a sale from one customer to another changes each customer's balance but leaves the total trade receivables unchanged.

Check Your Understanding
After correcting all the errors, what must be true of the adjusted trial balance?
Reveal answerHide answer
The debit and credit columns must still be equal.
An account had a debit balance of $4,000. A correcting entry credits it $250. What is the adjusted balance?
Reveal answerHide answer
$3,750 — a credit reduces a debit balance.
Correcting a reversed $600 payment. By how much does each account change?
Reveal answerHide answer
$1,200 — twice the amount, because the correction cancels the wrong entry and posts the correct one.