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Bank Statement Reconciliation

A Grade 12 Math worksheet focusing on the principles and procedures of reconciling bank statements, including identifying discrepancies and making adjustments.

Grade 12 Math Financial LiteracyReconciling Bank Statements
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mathfinancial literacybank reconciliationgrade 12
7 sections · Free to use · Printable
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Bank Statement Reconciliation

Name:

Date:

Score:

Read each question carefully and provide your answers in the space provided. For reconciliation problems, show all your work.

1. Which of the following items would typically appear as a deduction on a bank statement but not yet recorded in the company's cash ledger?

a

Outstanding checks

b

Deposits in transit

c

Bank service charges

d

Interest earned on the account

2. What is the primary purpose of reconciling a bank statement?

a

To track daily expenditures

b

To ensure the bank's records match personal records

c

To prepare for tax season

d

To apply for a loan

3. A check that has been written but has not yet cleared the bank is called an   check.

4. When a bank collects a note receivable for a customer, it is an example of a  .

5. A deposit in transit will increase the bank's balance on the bank reconciliation.

T

True

F

False

6. Bank service charges require an adjustment to the company's cash balance.

T

True

F

False

7. Briefly explain the difference between a 'deposit in transit' and an 'outstanding check'.

8. Prepare a bank reconciliation for Smith Co. as of May 31, 2024, given the following information:

Bank statement balance: $8,500 Company cash balance: $7,900 Deposits in transit: $1,200 Outstanding checks: $600 Bank service charges: $50 Interest earned on account: $20