explain the advantages and disadvantages of forming a partnership

5.2 Partnerships

Objective

To explain the advantages and disadvantages of forming a partnership, to describe the essential clauses of a partnership agreement, and to demonstrate how partnership accounts are prepared in accordance with the Cambridge IGCSE Accounting 0452 syllabus.

1. What is a Partnership?

A partnership is a business structure in which two or more persons (partners) agree to share the profits, losses and management responsibilities of a business. The written agreement between the partners is called the partnership agreement.

2. Essential Clauses of a Partnership Agreement

Although a partnership can be formed verbally, the syllabus expects students to know the key clauses that should be written into a formal agreement:

  • Names of the partners
  • Capital contributions – amount each partner will invest (cash, assets, expertise).
  • Profit‑ and loss‑sharing ratios – how profits and losses will be divided (capital‑ratio, equal share, or negotiated).
  • Decision‑making procedure – voting rights, quorum, and who can bind the partnership.
  • Interest on partners’ loans (if any) and the rate to be applied.
  • Interest on capital (if the partners agree to pay it) and the rate.
  • Interest on drawings (if the partners agree to charge it) and the rate.
  • Salaries or remuneration for partners who work as employees.
  • Admission, retirement, death or dissolution – optional clauses for extended study (not required for the exam).

3. Advantages and Disadvantages of Forming a Partnership

Advantages Disadvantages
Combined resources – partners pool capital, equipment and expertise. Unlimited personal liability – each partner is liable for all partnership debts.
Shared expertise – complementary skills improve decision‑making. Potential for conflict – differences of opinion may lead to disputes.
Ease of formation – simple agreement, no need to register as a limited company. Profit must be shared – individual earnings are usually lower than for a sole trader.
Flexibility in management – partners can change the internal structure without corporate formalities. Limited life span – partnership may end when a partner withdraws, retires or dies unless a continuation clause exists.
Taxation only at partner level – avoids double taxation of companies. Difficulty raising large capital – cannot issue shares.
High motivation – partners directly benefit from the business’s success. Decision‑making may be slower – agreement of several partners is required.
Evaluation tip (AO3): In exam answers, do not merely list the points. Choose the most significant advantage(s) and disadvantage(s) for the specific business context (e.g., size of the venture, capital requirements, need for specialised skills) and explain why they are likely to have the greatest impact on the partnership’s success.

4. Profit‑Sharing Methods

The partnership agreement must state which method will be used. The three methods most commonly examined are:

Method Basis of allocation Typical use
Capital‑ratio Proportion of each partner’s capital contribution. When partners invest different amounts of capital.
Equal share All partners receive the same amount, regardless of capital. When partners contribute similar capital or wish to share equally.
Negotiated (special) ratio Any agreed‑upon percentages (e.g., 40 % / 30 % / 30 %). When partners bring different skills, effort or seniority.

Remember: the chosen method and the exact percentages must be recorded in the partnership agreement and used in the Appropriation Account.

5. Adjustments to Profit – Interest and Salaries

Before profit is divided, the partnership may need to make the following adjustments (all are optional and must be stated in the agreement):

  • Interest on partners’ loans – charged on any money a partner has lent to the business.
    Journal entry: Interest Expense – Partner X Dr XXX
    Partner X’s Loan Account Cr XXX
  • Interest on capital – paid to partners for the use of their capital.
    Journal entry: Interest Expense – Capital Dr XXX
    Partner X’s Capital Account Cr XXX
  • Interest on drawings – charged when a partner withdraws more than an agreed amount.
    Journal entry: Partner X’s Current (Drawings) Account Dr XXX
    Interest Income – Drawings Cr XXX
  • Salaries/Remuneration – paid for work performed by a partner.
    Journal entry: Salaries Expense – Partner X Dr XXX
    Partner X’s Current (Drawings) Account Cr XXX

6. Ledger Accounts – Capital and Current (Drawings) Accounts

Each partner has two personal accounts:

Partner A – Capital Account Partner A – Current (Drawings) Account
Dr                Cr
-------------------------
Balance b/f      30,000
Interest on Cap   1,200
Share of Profit   7,200
-------------------------
Balance c/f      38,400
                
Dr                Cr
-------------------------
Drawings          5,000
Interest on Draw  250
-------------------------
Balance c/f      5,250
                

Similar T‑accounts are prepared for each partner.

7. Preparation of Partnership Accounts

  1. Income Statement (Profit & Loss Account) – records the trading results of the partnership.
  2. Appropriation Account – shows how the net profit is allocated (interest on capital, salaries, interest on drawings, and the final share of profit for each partner).
  3. Statement of Financial Position – presents the partnership’s assets, liabilities and the closing capital balances of all partners.

7.1 Layout of the Appropriation Account

-------------------------------------------------
| Profit & Loss Account (Net Profit)           |
|-----------------------------------------------|
| Interest on Capital   |   XXX                 |
| Salaries               |   XXX                 |
| Interest on Drawings  |   XXX                 |
|-----------------------------------------------|
| Profit to be Shared   |   XXX                 |
|   – Partner A (share) |   XXX                 |
|   – Partner B (share) |   XXX                 |
|   – Partner C (share) |   XXX                 |
-------------------------------------------------

7.2 Full Worked Example

The example below follows the steps required by the syllabus: start from a trial balance, record the necessary adjustments, prepare the three financial statements and close the partners’ capital accounts.

Trial Balance (as at 31 May 2025)
Cash15,000 Dr
Trade Receivables8,000 Dr
Equipment (cost)20,000 Dr
Accumulated Depreciation – Equip.5,000 Cr
Trade Payables6,000 Cr
Partner A – Capital30,000 Cr
Partner B – Capital20,000 Cr
Partner C – Capital50,000 Cr
Partner A – Current (Drawings)5,000 Dr
Partner B – Current (Drawings)3,000 Dr
Partner C – Current (Drawings)4,000 Dr
Sales Revenue70,000 Cr
Cost of Goods Sold42,000 Dr
Rent Expense6,000 Dr
Wages Expense8,000 Dr
Interest on Partner B’s Loan (5 % on $10,000)500 Dr
Interest on Capital (4 % on capital balances)— (to be calculated)
Salaries to Partner C (manager)— (to be calculated)
Step 1 – Calculate Adjustments
  • Interest on Capital (4 %)
    • Partner A: 4 % × 30,000 = 1,200
    • Partner B: 4 % × 20,000 = 800
    • Partner C: 4 % × 50,000 = 2,000
  • Salaries to Partner C – agreed $2,500
  • Interest on Drawings (2 % on total drawings of $12,000)
    • Interest = 2 % × 12,000 = 240
Step 2 – Income Statement (Profit & Loss)
RevenueAmount ($)
Sales Revenue70,000
Total Revenue70,000
Expenses
Cost of Goods Sold42,000
Rent Expense6,000
Wages Expense8,000
Interest on Partner B’s Loan500
Total Expenses56,500
Net Profit13,500
Step 3 – Appropriation Account
Appropriation Account for the year ended 31 May 2025
Net profit transferred from Income Statement13,500 Cr
Interest on Capital – A1,200 Dr
Interest on Capital – B800 Dr
Interest on Capital – C2,000 Dr
Salaries – Partner C2,500 Dr
Interest on Drawings240 Dr
Profit available for sharing7,260 Cr
Profit share – Capital‑ratio (30 % / 20 % / 50 %)
  Partner A (30 %)2,178 Cr
  Partner B (20 %)1,452 Cr
  Partner C (50 %)3,630 Cr
Total credited to partners7,260 Cr
Step 4 – Closing Capital Balances (Capital Accounts)
Partner Opening Capital + Interest on Capital + Share of Profit – Salaries (if applicable) Closing Capital
A 30,000 1,200 2,178 33,378
B 20,000 800 1,452 22,252
C 50,000 2,000 3,630 2,500 (salary) 53,130

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