What is a Cash Flow Statement and How is it prepared?

What is the Cash Flow Statement?

What is the cash flow statement?

The cash flow statement is one of the main financial statements of a business or a nonprofit entity. (It is also known as the statement of cash flows.) The cash flow statement reports a company's major sources and uses of cash during the same period of time as the company's income statement. In other words, it lists the major reasons for the change in a company's cash and cash equivalents reported on the balance sheets at the beginning and the end of the accounting period.

The cash flow statement is needed because the income statement reports the revenues earned and the expenses incurred using the accrual method of accounting. These amounts are different from the amount of cash received and paid. Also, the company's annual income statements might report 3% of a new building's cost as depreciation expense, but the company may have paid cash for 100% of the building's cost in the year it was constructed. Since cash is critical for a company's operations and decision making, it is necessary to have the cash flow statement.

The cash flow statement is organized into four major sections: cash from operating activities, cash from investing activities, cash from financing activities, and supplemental information such as interest paid, income taxes paid, and significant noncash exchanges.


Where does the interest paid on bank loans get reported on the statement of cash flows.

The interest on bank loans is usually an expense of the accounting period in which the interest is incurred. Therefore, the interest appears on the income statement and reduces a company's net income. However, the interest paid also causes a change in the company's balance sheet and statement of cash flows.

In the statement of cash flows, interest paid will be reported in the section entitled cash flows from operating activities.

Since most companies use the indirect method for the statement of cash flows, the interest expense will be "buried" in the corporation's net incomeNet income will be the first item listed in the section cash flows from operating activities and will then be adjusted to the cash amount.

The amount of interest paid must also be disclosed. This is usually done as supplementary information at the end of the statement of cash flows or in the notes to the financial statements.


Could a company's statement of cash flows show a positive net cash flow from operating activities even though it reported a net loss on its income statement?

Yes, a company with a net loss on its income statement could report a positive net cash flow from operating activities on its statement of cash flows.

Example:

Let's use the following amounts to illustrate this situation. A company's income statement for a recent year reported revenues of Rs.2,000,000 and expenses of Rs.2,075,000 for a net loss of Rs.75,000. The expenses included depreciation expense of Rs.100,000. A comparison of the company's balance sheets reveals that its accounts receivable decreased by Rs.10,000 and its accounts payable increased by Rs.7,000 during the same year. To keep our illustration simple, let's assume that except for cash, the reported amounts for the other current assets and current liabilities remained the same.

Now let's follow the indirect method of preparing the operating activities section of the statement of cash flows. We begin with the net income for the year, which was a negative Rs.75,000. Next we add the depreciation expense of Rs.100,000 because the depreciation expense reduced net income but did not use cash. Then we add the decrease in accounts receivable. A decrease in accounts receivable indicates that the company collected more cash than the amount of its current year's sales. Lastly, the increase in accounts payable is added. The increase in accounts payable indicates that the company paid out less cash than the amount of expenses shown on the income statement.

The total of the above amounts, (75,000) + 100,000 + 10,000 + 7,000 is a positive net cash flow from operating activities of Rs.42,000.


If a company issues stocks or bonds to pay outstanding debt, should this noncash transaction be included in the cash flow statement?

If a company issues stocks or bonds for cash and then pays off the debt, the transaction is reported in the financing section of the statement of cash flows.

If the transaction is a direct conversion of debt to equity (shares of stock) or debt to bonds and no cash receipts or cash payments occur, the transaction is to be disclosed as supplementary information.


What is the purpose of the cash flow statement?

The purpose of the cash flow statement or statement of cash flows or SCF is to identify the major cash flows occurring during the same period of time as the company's income statement and between the related balance sheets.

The major cash flows are presented in one of these classifications:

  • Operating activities
  • Investing activities
  • Financing activities

The net change from these three classifications also explains the major reasons for the change in the company's cash and cash equivalents between two balance sheet dates.

In addition to the cash amounts being reported as operating, investing, and financing activities, the cash flow statement is required to disclose other information, including the amount of interest paid, the amount of income taxes paid, and any significant investing and financing activities which did not require the use of cash.

1. Operating Activities

Cash flow from operating activities usually refers to the first section of the statement of cash flows. Cash from operating activities focuses on the cash inflows and outflows from a company's main business activities of buying and selling merchandise, providing services, etc.

Basically, the cash from operating activities includes the company's cash flows except for those reported as cash flows from 1) investing activities (buying and selling property, plant and equipment, buying and selling long-term investments), and 2) financing activities (borrowing and repaying short-term and long-term debt, issuing and buying back shares of stock, paying dividends).

2. Investing Activities

Investing activities often refers to the cash flows from investing activities, which is one of the three main sections of the statement of cash flows. The company lists its cash inflows and cash outflows resulting from the disposal or acquisition of the company's long-term assets that took place during the time indicated in the heading of the statement.

3. Financing Activities

Financing activities often refers to the cash flows from financing activities, which is one of the three main sections of the statement of cash flows (or SCF or cash flow statement). In this section of the SCF, the company lists the cash inflows and cash outflows from:

  • Borrowing and repaying short-term loans
  • Borrowing and repaying long-term loans and other long-term liabilities
  • Issuing or reacquiring its own shares of common and preferred stock
  • Paying cash dividends on its capital stock.


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