Evaluating deferred tax assets.

Journal of AccountancyVol. 179 Nbr. 3, March 1995

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Summary


The standards for accounting treatment of deferred tax assets and liabilities set forth in Financial Accounting Standards Board Statement no. 109 identify whether valuation adjustments are necessary and how to substantiate future income when the company's history does not show profitability. Deferred tax assets and liabilities can include operating loss carryforwards, bad debt allowances and litigation reserves. To claim deferred tax assets and liabilities in full, companies must demonstrate that they will have income from which to deduct the tax expense.

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Evaluating deferred tax assets.

Recognizing deferred tax assets probably is the most complex and subjective area of Financial Accounting Standards Board Statement no. 109, Accounting for Income Taxes. Companies must reduce deferred tax assets by a valuation allowance if, based on available evidence, it is "more likely than not" (a likelihood of more than 50%) some or all of the deferred tax assets will not be realized. Application of this provision will be affected by each company's circumstances and by management's evaluation of those circumstances. This article provides guidance on determining valuation allowances, illustrates application of the recognition criteria in different circumstances and summarizes deferred tax asset-related information disclosed in financial statements of companies that have adopted Statement no. 109. Note: The average U.S. federal tax rate used in this article is assumed to be 34%.

THE BASICS

The underlying principle of Statement no....

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