CPA Exam - FAR (Financial Accounting and Reporting)Select TransactionsMedium

A company enters into a 5-year lease for equipment. The present value of the lease payments is $450,000. The fair value of the equipment is $500,000. There is no bargain purchase option, and the lease does not transfer ownership at the end of the lease term. The lease term is 75% of the economic life of the asset. The present value of lease payments is 90% of the fair value of the asset. How should this lease be classified by the lessee under ASC 842?

  1. ASales-Type Lease
  2. BOperating Lease
  3. CFinance Lease
  4. DDirect Financing Lease
Show answer & explanation

Correct answer: C. Finance Lease

Under ASC 842, a lease is classified as a finance lease if it meets any one of five criteria (OWNS). Here, the lease term (75% of economic life) is greater than or equal to 75% of the asset's economic life, and the present value of lease payments (90% of fair value) is greater than or equal to 90% of the asset's fair value. Meeting either of these criteria classifies it as a finance lease.

Why the other options are wrong

  • A. Sales-type lease is a lessor classification, not lessee.
  • B. An operating lease would not meet any of the OWNS criteria.
  • D. Direct financing lease is a lessor classification, not lessee.

Lessee Lease Classification (ASC 842)

Under ASC 842, a lessee classifies a lease as either a finance lease or an operating lease based on five criteria (OWNS test).

  • Finance lease if any OWNS criteria are met.
  • Operating lease if none of the OWNS criteria are met.
  • OWNS: Ownership transfer, Written option to purchase, Net present value, Service life, Specialized asset.

Memory trick: Leases are tricky, remember OWNS to decide if it's FINANCE or OPERATING.

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