Reporting Units

Lesson:

When testing for goodwill impairments, a firm's goodwill isn't tested at the top level.

Instead, it's tested at the reporting level. This allows for a more granular analysis.

But what is a reporting level?

A reporting unit must meet all of the following characteristics:

  1. It must either be an operating segment or one level below one.
  2. It must constitute a business activity (have inputs, substantive processes, and either actual outputs or the potential to create outputs).
  3. It must report discrete financial information, with its own revenue, expense and asset information.
  4. It must not stand apart from other components of its operating segment that have similar economic characteristics.
  5. The segment manager (or chief operating decision maker) must regularly review the component's operating results.
You're an accountant, trying to figure out if a portion of a business can be considered a reporting unit. Your decision could go either way, except for this one fact.

Here are the relevant facts:

  • The section of the business is not reporting its own revenue, expenses, and assets.

Should this part of the business be considered a reporting unit?

Answer:

  • It is not a reporting unit.

Explanation:

    A reporting unit must report discrete financial information, with its own revenue, expense and asset information.
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