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1. Introduction

A company is a voluntary association of persons formed for carrying on a business and having a legal identity distinct from its members. Unlike a partnership, the liability of the shareholders of a company limited by shares is limited to the amount unpaid on their shares. The capital of a company is divided into small units called shares, and the owners of these shares are called shareholders.

The share capital of a company is classified into several categories. The authorised capital is the maximum amount of share capital that the company is allowed to raise, as stated in its Memorandum of Association. The issued capital is that part of the authorised capital which is issued to the public. The subscribed capital is the part of the issued capital that has been subscribed by the public, and the paid-up capital is the portion of the subscribed capital that has actually been paid by the shareholders.

Accounting for share capital involves recording the issue of shares, the allotment of shares, calls on shares, the receipt of amounts by the company, and the handling of situations such as oversubscription, calls in arrears, calls in advance, forfeiture of shares, and re-issue of forfeited shares. Companies maintain a share capital account, share allotment account, share call account, and shareholders' personal accounts to record these transactions.

2. Share Capital - Types and Shareholders' Funds

The various categories of share capital are:

$$\text{Authorised Capital} \ge \text{Issued Capital} \ge \text{Subscribed Capital} \ge \text{Paid-up Capital}$$

$$\text{Paid-up Capital} = \text{Called-up Capital} - \text{Calls in Arrears}$$

3. Types of Shares

3.1 Equity Shares

Equity shares do not carry any preferential rights. The equity shareholders are the real owners of the company, share the profits in the form of dividends declared by the company, and bear the ultimate risk. They have voting rights and are paid only after all other claims are settled.

3.2 Preference Shares

Preference shares carry preferential rights with respect to the payment of dividend at a fixed rate and the return of capital on winding up. Preference shareholders are paid before equity shareholders. Preference shares may be cumulative or non-cumulative, participating or non-participating, and redeemable or irredeemable.

4. Issue of Shares

Shares are generally issued in stages: application, allotment, and calls.

4.1 Application Stage

When shares are issued, the application money is received from the public. The journal entry is:

Bank A/c Dr.
    To Share Application A/c

On allotment, the application money is transferred to the Share Capital Account.

4.2 Allotment Stage

The shares are allotted to the applicants and the allotment money is due. The journal entry is:

Share Allotment A/c Dr.
    To Share Capital A/c

When the allotment money is received:

Bank A/c Dr.
    To Share Allotment A/c

4.3 Calls

The remaining amount is demanded in the form of first call and final call:

Share First Call A/c Dr.
    To Share Capital A/c
Bank A/c Dr.
    To Share First Call A/c

5. Oversubscription

When the number of applications exceeds the number of shares offered, the issue is oversubscribed. The company may either reject the excess applications and refund the money, or make a pro-rata allotment and adjust the excess application money towards the allotment and calls.

In pro-rata allotment, the excess application money is adjusted first against the allotment money, and if any surplus remains, it is adjusted against the calls or refunded.

6. Calls in Arrears and Calls in Advance

Calls in arrears arise when a shareholder fails to pay the amount due on allotment or calls. The amount is debited to a Calls in Arrears Account (which may be shown on the asset side of the Balance Sheet or deducted from called-up capital). Calls in advance are amounts received from shareholders before the call is made; these are shown as a liability and interest at 12% per annum is payable as per the Table F provisions, unless otherwise stated.

$$\text{Interest on Calls in Advance} = \text{Amount} \times \frac{12}{100} \times \frac{\text{Months}}{12}$$

7. Forfeiture and Re-issue of Shares

If a shareholder fails to pay the allotment or call money, the company may forfeit his shares. On forfeiture, the amount already received on the shares is transferred from the share capital account and the share is cancelled.

7.1 Forfeiture of Shares Issued at Par

Share Capital A/c Dr. (called-up amount)
    To Share Allotment A/c (if unpaid)
    To Share Call A/c (if unpaid)
    To Share Forfeiture A/c (amount received)

7.2 Re-issue of Forfeited Shares

Forfeited shares may be re-issued at par, at a premium, or at a discount. The discount allowed on re-issue cannot exceed the credit balance in the Share Forfeiture Account relating to those shares.

$$\text{Profit on Re-issue} = \text{Forfeited Amount} - \text{Discount on Re-issue}$$

The profit on the re-issue of forfeited shares is transferred to the Capital Reserve Account.

8. Balance Sheet Presentation

Share capital is shown under the heading Shareholders' Funds in the Balance Sheet. The notes include authorised capital, issued, subscribed and paid-up capital, calls in arrears, and any forfeited shares.

Quick Revision Tables

Table 1: Types of Share Capital

Type Description
Authorised capital Maximum capital per MOA
Issued capital Capital offered to public
Subscribed capital Capital taken up by public
Called-up capital Amount demanded by company
Paid-up capital Amount actually received
Calls in arrears Called-up amount unpaid
Calls in advance Amount received before call

Table 2: Journal Entries for Share Issue

Stage Entry
Application money received Bank A/c Dr. To Share Application A/c
Application transferred to capital Share Application A/c Dr. To Share Capital A/c
Allotment due Share Allotment A/c Dr. To Share Capital A/c
Allotment received Bank A/c Dr. To Share Allotment A/c
Call due Share Call A/c Dr. To Share Capital A/c
Call received Bank A/c Dr. To Share Call A/c

Table 3: Equity vs Preference Shares

Basis Equity Shares Preference Shares
Dividend rate Variable Fixed
Priority Paid last Paid first
Voting rights Yes Generally no
Repayment After preference First

Mind Map

graph TD A["Accounting for Share Capital"] --> B["Types of Capital"] A --> C["Types of Shares"] A --> D["Issue of Shares: Application, Allotment, Calls"] A --> E["Oversubscription"] A --> F["Calls in Arrears & Advance"] A --> G["Forfeiture & Re-issue"] B --> H["Authorised, Issued, Subscribed, Paid-up"] C --> I["Equity & Preference"] G --> J["Share Forfeiture A/c"] J --> K["Profit on re-issue to Capital Reserve"]

Important Diagrams (SVG)

Diagram 1: Hierarchy of Share Capital

HIERARCHY OF SHARE CAPITAL Authorised Capital Maximum per Memorandum of Association Issued Capital Offered to the public Subscribed Capital Taken up by the public Paid-up Capital Actually received GOLDEN RULE Authorised >= Issued >= Subscribed >= Paid-up Capital always. Calls in arrears reduce the paid-up capital, while calls in advance are a liability. Interest on calls in advance is paid at 12% per annum as per Table F.

Diagram 2: Forfeiture and Re-issue Flow

FORFEITURE & RE-ISSUE OF SHARES Default by Shareholder Non-payment of allotment/call money Forfeiture Entry Share Capital Dr., Share Forfeiture A/c Cr. Re-issue of Shares At par, premium or discount Profit on Re-issue Forfeited amount - Discount allowed Transfer to Capital Reserve Account Discount on re-issue cannot exceed forfeited amount GOLDEN RULE Discount on re-issue cannot exceed the balance in the Share Forfeiture Account for those shares. The excess of forfeited amount over the discount is credited to Capital Reserve. When shares are forfeited, the unpaid amount is deducted from the Share Capital account.

Common Mistakes

  1. Forgetting that cash received on application must first be credited to the Share Application Account and only transferred to Share Capital on allotment.
  2. Not adjusting the excess application money in pro-rata allotment against the allotment money.
  3. Showing calls in arrears as an asset instead of deducting them from called-up capital.
  4. Confusing calls in advance with calls in arrears; calls in advance is a liability with 12% interest.
  5. Allowing a discount on re-issue that exceeds the credit balance of the Share Forfeiture Account.
  6. Forgetting to transfer the profit on re-issue to the Capital Reserve Account.
  7. Mixing up authorised, issued, subscribed and paid-up capital while preparing the notes to accounts in the Balance Sheet.

Exam Tips

  1. Present the journal entries in the correct order: application, allotment, first call, final call, and receipt of money.
  2. For pro-rata allotment, prepare a working note showing the calculation of the shares allotted and the adjustment of excess application money.
  3. When computing interest on calls in advance, count the months from the date of payment to the date the call is due.
  4. In forfeiture questions, first compute the amount received on the shares forfeited.
  5. Remember that the Share Forfeiture Account is a credit balance shown under Shareholders' Funds.
  6. Practise the re-issue at discount carefully, ensuring the discount is limited by the forfeited amount.
  7. Balance the Share Capital Account by deducting calls in arrears to arrive at the paid-up capital.

Conclusion

Share capital is the foundation of a company's finances, and its accounting requires a clear understanding of the various stages of the issue of shares and the categories of capital. The application, allotment and call system, combined with the handling of oversubscription, calls in arrears and advance, and the forfeiture and re-issue of shares, form the core of this chapter. Correct journal entries and proper presentation in the Balance Sheet are essential for an accurate record of the company's capital structure. These concepts also provide the background for understanding the issue and redemption of debentures and the preparation of company financial statements.