amendment of a statement of financial position

10.1 Financial Statements – Statement of Financial Position

What is a Statement of Financial Position?

Think of it as a snapshot of a company’s house at a specific date. It lists everything the company owns (assets) and everything it owes (liabilities), plus the owner’s share (equity). The basic equation is: \$Assets = Liabilities + Equity\$.

Why do we amend a Statement of Financial Position?

Sometimes, after the original statement is made, new information comes to light—like a forgotten loan or a mis‑valued asset. Amending the statement corrects these errors so the financial picture stays accurate.

Steps to Amend the Statement

  1. Identify the error: Find the line item that’s wrong (e.g., “Cash” is understated by £5,000).

  2. Calculate the adjustment: Determine the correct figure. If Cash should be £15,000 instead of £10,000, the adjustment is +£5,000.

  3. Update the table: Replace the incorrect value and adjust the totals accordingly.

  4. Re‑balance the equation: After the change, ensure that \$Assets = Liabilities + Equity\$ still holds.

  5. Document the change: In the notes to the financial statements, explain what was corrected and why.

Exam Tip 📌

• Always check that the total assets equal the sum of total liabilities and equity after any amendment.


• Use the phrase “adjusted for” when describing the correction in your answer.


• Remember to include the date of the amended statement in your notes.

Example: Amending a Statement

CategoryOriginal Amount (£)Corrected Amount (£)Adjustment (£)
Cash10,00015,000+5,000
Accounts Payable8,0008,0000
Total Assets10,00015,000+5,000
Total Liabilities + Equity10,00015,000+5,000

Quick Recap

  • Find the mistake.
  • Calculate the correct figure.
  • Update the table and totals.
  • Re‑balance the equation.
  • Explain the change in the notes.