BAR exam skill

Sale-leaseback accounting: prove the sale first

Determine whether a transfer qualifies as a sale, record seller-lessee entries, and distinguish failed-sale financing under ASC 842.

The decision that earns the point

Define the business decision and required output

A seller-lessee applies the revenue sale criteria before using sale-leaseback accounting. If control transfers, the seller-lessee derecognizes the asset, recognizes the leaseback right-of-use asset and lease liability, and recognizes the sale result under the applicable guidance. If the transfer is not a sale, the seller-lessee keeps the asset and records the proceeds as a financial liability.

Exam use

BAR can test sale qualification, repurchase options, off-market terms, seller-lessee entries, leaseback measurement, gain or loss, and failed-sale financing.

Check the official exam scope

Your scratch-paper plan

Solve it in three moves

  1. 1

    Test control transfer

    Apply the sale criteria and evaluate repurchase rights before removing the underlying asset.

    FASB ASC Topic 842: Leases
  2. 2

    Measure the leaseback

    When a sale occurs, recognize the lease liability and right-of-use asset using the leaseback terms and required measurement model.

    FASB ASC Topic 842: Leases
  3. 3

    Route failed sales to financing

    When control does not transfer, retain the asset and treat proceeds as a financial liability rather than sale revenue.

    FASB ASC Topic 842: Leases

Worked problem

Work the facts before choosing the answer

A company transfers equipment with a $600,000 carrying amount for $800,000 and immediately leases it back. A substantive fixed-price repurchase option lets the company reacquire the equipment throughout the lease term.

CPAPass exam analysis using the stated assumptions

Show the work

The repurchase option prevents the buyer-lessor from obtaining control under the simplified facts, so the transfer does not qualify as a sale.

Rule source: FASB ASC Topic 842: Leases

Answer

Keep the $600,000 equipment on the seller-lessee's books and record the $800,000 proceeds as a financial liability; do not recognize a $200,000 sale gain.

Rule source: FASB ASC Topic 842: Leases

Do it now

Test the same decision with a fresh question

Start with free BAR practice. Create an account only when you want the 5-day no-card CPAPass trial and continued section practice.

The trap and the repair

Common trap

Starting with sale price minus book value assumes the transfer is a sale. That shortcut can create a gain and derecognition even when a repurchase option prevents control transfer.

Repair

Write sale or failed sale at the top only after testing control, then build entries from that classification.

Authority and scope boundary

FASB Topics 606 and 842 control U.S. GAAP sale-leaseback accounting, and the Blueprint assigns seller-lessee entries to BAR. The existing FAR lease owner retains general lessee and lessor classification and measurement.

2026 Uniform CPA Examination Blueprints and FASB ASC Topic 842: Leases were reviewed on 2026-08-14. Check a newer authority when the effective date or facts change.

Sale test before entries

Classification changes the entire accounting model

The transfer either qualifies as a sale with a leaseback or remains an asset financed by proceeds.

Fact patternSeller-lessee accountingEntry checkpointAuthority
Control transfers and terms are at marketDerecognize asset and recognize sale plus leaseback balancesCalculate sale result and ASC 842 leaseback measurementFASB ASC Topic 842: Leases
Repurchase right prevents control transferRetain asset and recognize financial liabilityNo sale gain or right-of-use asset from the failed transferFASB ASC Topic 842: Leases
Sale price differs from fair valueAdjust for off-market financing or prepaid rent as requiredDo not bury off-market terms in the sale gainFASB ASC Topic 842: Leases
Leaseback is established after a saleApply seller-lessee lease classification and measurementKeep sale analysis distinct from later lease expenseFASB ASC Topic 842: Leases

After a miss

Review sale-leaseback in two passes

  1. 1

    Ignore the proposed gain and decide first whether control transferred.

  2. 2

    Build the balance-sheet entry for either sale accounting or failed-sale financing and prove every debit and credit.

  3. 3

    Work a new BAR scenario with a changed repurchase or fair-value fact and explain why the classification changes.

Your exam workflow

  1. Step 1Identify the requirementApply the sale criteria and evaluate repurchase rights before removing the underlying asset.FASB ASC Topic 842: Leases
  2. Step 2Classify the factsWhen a sale occurs, recognize the lease liability and right-of-use asset using the leaseback terms and required measurement model.FASB ASC Topic 842: Leases
  3. Step 3Apply the authorityWhen control does not transfer, retain the asset and treat proceeds as a financial liability rather than sale revenue.FASB ASC Topic 842: Leases
  4. Step 4Check the outputKeep the $600,000 equipment on the seller-lessee's books and record the $800,000 proceeds as a financial liability; do not recognize a $200,000 sale gain.FASB ASC Topic 842: Leases

Quick questions

What is the key rule?

A seller-lessee applies the revenue sale criteria before using sale-leaseback accounting. If control transfers, the seller-lessee derecognizes the asset, recognizes the leaseback right-of-use asset and lease liability, and recognizes the sale result under the applicable guidance. If the transfer is not a sale, the seller-lessee keeps the asset and records the proceeds as a financial liability.

How can this topic be tested on the CPA Exam?

BAR can test sale qualification, repurchase options, off-market terms, seller-lessee entries, leaseback measurement, gain or loss, and failed-sale financing.

What mistake most often changes the result?

Starting with sale price minus book value assumes the transfer is a sale. That shortcut can create a gain and derecognition even when a repurchase option prevents control transfer. Write sale or failed sale at the top only after testing control, then build entries from that classification.

Where should I practice the decision?

After the worked example, open the BAR free-practice link and work a fresh question that tests the same decision. If the miss depends on Lease accounting under ASC 842, review that handoff before trying another set.

Sources behind the rule