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Worksheets

Financial records

Total questions: 22

Worksheet time: 11mins

Name
Class
Date
1.

A business keeps various types of financial records to monitor its performance and ensure that ____ are paid.

a)

minimum wages

b)

bonuses

c)

tips

d)

taxes

2.

When a buyer orders goods/services from a seller = ???

a)

Receipt

b)

Purchase order

c)

Balance sheet

d)

Credit note

3.

Used when goods are delivered to the buyer = ???

a)

Delivery document

b)

Delivery contract

c)

Delivery record

d)

Delivery note

4.

Used to show that goods have been received = ???

a)

Goods received note

b)

Goods received slip

c)

Goods received ticket

d)

Goods received certificate

5.

Details the amounts owed by a customer for the goods they have made an order for = ???

a)

Goods received note

b)

Credit note

c)

Invoice

d)

Profit and loss statement

6.

Used when a customer returns faulty goods to the seller = ???

a)

Refund acceptance note

b)

Debit note

c)

Invoice

d)

Credit note

7.

Document that provides proof of purchase = ???

a)

Cash flow forecast

b)

Statement of account

c)

Receipt

d)

Limited liability

8.

A summary of recent transactions between a business and their customer = ???

a)

Statement of account

b)

Statement of intent

c)

Statement of permission

d)

Statement of trading

9.

Document that confirms that the customer has received all of the goods ordered = ???

a)

Credit note

b)

Invoice

c)

Goods received note

d)

Statement of account

10.

A document that shows how much money the customer owes, how they can pay and when by = ???

a)

Balance sheet

b)

Invoice

c)

Credit note

d)

Goods received note

11.

Document used when customers have a large account and regularly purchase goods = ???

a)

Memorandum of association

b)

Delivery note

c)

Invoice

d)

Statement of account

12.

Items that an enterprise owns such as vehicles, property and equipment = ???

a)

Sales revenue

b)

Liabilities

c)

Assets

d)

Gross profit

13.

It is a ____ requirement for limited companies to keep financial records.

a)

legal

b)

informal

c)

formal

d)

political

14.

Gives the date when the customer needs to pay = ???

a)

Receipt

b)

Invoice

c)

Delivery note

d)

Purchase order

15.

Lists how what has been ordered, how much and agreed prices = ???

a)

Trade debtor

b)

Buyer order

c)

Purchase order

d)

Trade creditor

16.

Trade debtor = ???

a)

Somebody your business owes money to

b)

Money owed to a supplier

c)

Somebody who owes your business money

d)

A shareholder who is awaiting a dividend payment

17.

Trade creditor = ???

a)

Somebody who owes your business money

b)

A customer who has paid cash

c)

A customer who has underpaid

d)

Somebody your business owes money to

18.

Financial records need to be accurate to ensure that ____

a)

you avoid paying corporation tax.

b)

you request that incorrect amount is paid by customers

c)

you overcharge customers

d)

you know what to send to customers.

19.

An enterprise needs to pay tax to who ???

a)

HMRC

b)

HRCM

c)

SWOT

d)

HMCR

20.

What type of tax do limited companies need to pay?

a)

Income tax

b)

PAYE

c)

Corporation tax

d)

Governmental subsidy

21.

A business needs to keep accurate financial documents so that they ____

a)

attract more customers

b)

can use market segmentation effectively

c)

motivate their employees

d)

are able to calculate revenues, costs and profit/loss.

22.

What should not be shown on an invoice???

a)

Details of the customers order

b)

Amount to be paid by the customer

c)

Delivery note

d)

Date