the impact of depreciation (straight-line method only) on the statement of financial position and the statement of profit or loss

10.1 Financial Statements – Depreciation (Straight‑Line Method)

What is Depreciation?

Depreciation is the systematic allocation of the cost of a long‑term asset over its useful life. Think of it like a car’s mileage: each year you use the car a bit more, so its value goes down.

Straight‑Line Formula

The straight‑line method spreads the cost evenly each year:

\$ \text{Depreciation} = \dfrac{\text{Cost} - \text{Residual Value}}{\text{Useful Life}} \$

All numbers are in the same currency unit (e.g., £).

Impact on the Statement of Financial Position (Balance Sheet)

Depreciation reduces the Net Book Value (NBV) of the asset each year.

YearNBV at StartDepreciation ExpenseNBV at End
Year 1£10,000£1,600£8,400
Year 2£8,400£1,600£6,800

Impact on the Statement of Profit or Loss (Income Statement)

Depreciation is recorded as an expense each year, reducing the company’s profit.

\$ \text{Profit Before Depreciation} - \text{Depreciation Expense} = \text{Profit After Depreciation} \$

📉 Example: If profit before depreciation is £5,000, after £1,600 depreciation the profit becomes £3,400.

Example – A School Project

Imagine a school buys a projector for £10,000, expects it to last 5 years, and thinks it will still be worth £2,000 at the end.

  1. Calculate yearly depreciation: \$ \dfrac{10,000 - 2,000}{5} = 1,600 \$.
  2. Record £1,600 as depreciation expense each year.
  3. Reduce the projector’s NBV by £1,600 each year on the balance sheet.
  4. Show the £1,600 expense on the income statement, lowering the school’s profit.

Exam Tips 🚀

  • ??

    Remember depreciation is an expense, not a cash outflow.

  • ??

    Check that the asset is still in use before applying depreciation.

  • ??

    Show both the expense on the income statement and the reduction in NBV on the balance sheet.

  • ??

    Use the straight‑line formula only – no other methods for this paper.

  • ??

    Explain the effect on profit and on the asset’s value in plain language.