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Finance concepts 10 min read

Depreciation Methods Explained: SL, SYD, DB

Straight line, sum-of-the-years-digits and declining balance on the same £48,000 asset. What each schedule does to book value, to tax, and to the DEPR worksheet.

The BA II Plus Calculator Team

The short answer

Straight line spreads the depreciable base evenly, sum-of-the-years-digits weights it by remaining life, and declining balance applies a fixed percentage to a falling book value. All three write off the same total — only the timing differs. On a £48,000 asset falling to £6,000 over six years, year one is £7,000 by straight line, £12,000 by SYD and £16,000 by 200% declining balance. Earlier deductions are worth more in present value, so the choice is a cash flow decision dressed as an accounting one.

Depreciation methods argue about one thing only: which years get the deduction. Every method in the DEPR worksheet writes off exactly the same total, so nothing about the asset changes when you switch between them. What changes is when the tax relief arrives — and money arriving sooner is worth more.

That makes the choice a cash flow question rather than a bookkeeping one. Here is what each method does to the same machine, and what the differences are worth.

What every method has in common

The total that gets written off, whatever the method
  1. Depreciable base = Cost − Salvage

On the BA II Plus this is RDV at the start: remaining depreciable value. RBV, the remaining book value, includes the salvage and therefore never falls below it.

A commercial oven costs £48,000, has a six-year useful life and an expected residual value of £6,000.

The depreciable base is £42,000. Every method below writes off £42,000 and leaves book value at £6,000. The distinction between RBV and RDV is worth fixing early: at the end of year one under straight line, RBV is £41,000 and RDV is £35,000, because £6,000 of the book value is salvage that will never be depreciated.

Straight line: the same charge every year

Straight line
  1. Annual charge = (Cost − Salvage) ÷ Life = 42,000 ÷ 6 = 7,000

£7,000 a year, six times. That is 16.67% of the base annually, and by the end of year three exactly half the base has gone. Straight line is the default for financial reporting in most jurisdictions because it matches the way most assets are actually used — evenly — and because it is impossible to get wrong.

Sum-of-the-years-digits: front-loaded, but bounded

SYD weights each year by the life remaining at its start, over the sum of all the digits.

Sum-of-the-years-digits
  1. Year k charge = (Life − k + 1) ÷ (1 + 2 + … + Life) × Base

For a six-year life the denominator is 21, so the fractions run 6/21, 5/21, 4/21, 3/21, 2/21, 1/21.

Year Fraction Charge Accumulated Book value
1 6/21 £12,000.00 £12,000.00 £36,000.00
2 5/21 £10,000.00 £22,000.00 £26,000.00
3 4/21 £8,000.00 £30,000.00 £18,000.00
4 3/21 £6,000.00 £36,000.00 £12,000.00
5 2/21 £4,000.00 £40,000.00 £8,000.00
6 1/21 £2,000.00 £42,000.00 £6,000.00
SYD on the £42,000 base. The charge falls by a constant £2,000 a year.

Year one takes 28.57% of the base and the first three years take 71.43%. SYD needs no adjustment at the end — the fractions sum to exactly 1, so the schedule lands on salvage by construction.

Declining balance: a percentage of a shrinking number

Declining balance ignores salvage while computing the charge. It applies a fixed rate — a stated multiple of the straight line rate — to the opening book value.

200% declining balance, also called double declining balance
  1. Rate = Factor ÷ Life = 200% ÷ 6 = 33.3333% of opening book value
Year Opening book value Charge at 33.3333% Book value
1 £48,000.00 £16,000.00 £32,000.00
2 £32,000.00 £10,666.67 £21,333.33
3 £21,333.33 £7,111.11 £14,222.22
4 £14,222.22 £4,740.74 £9,481.48
5 £9,481.48 £3,160.49 £6,320.99
6 £6,320.99 £320.99 £6,000.00
200% declining balance. Note year 6.

Year one is £16,000 — 38.10% of the base, more than double straight line. But the schedule ends awkwardly. Pure declining balance would charge £2,107.00 in year six and leave book value at £4,213.99, below the £6,000 salvage. The worksheet therefore charges only what is left to write off: £320.99, a stub fifty times smaller than the first year’s charge.

DBX: declining balance with a crossover

DBX fixes the tail by switching to straight line as soon as straight line on the remaining depreciable value would give a bigger charge. On this asset, it never does.

Year DB charge Straight line alternative Larger
3 £7,111.11 £3,833.33 DB
4 £4,740.74 £2,740.74 DB
5 £3,160.49 £1,740.74 DB
Why DBX does not switch here. The alternative is (opening book value − salvage) ÷ years still to run.

The £6,000 salvage keeps the straight line alternative small, so declining balance stays ahead for the whole life and DBX produces exactly the same schedule as DB. Drop the salvage to zero and the picture changes:

Year DB DBX
1 £16,000.00 £16,000.00
2 £10,666.67 £10,666.67
3 £7,111.11 £7,111.11
4 £4,740.74 £4,740.74
5 £3,160.49 £4,740.74
6 £6,320.99 £4,740.74
£48,000, no salvage, six years, 200% factor. DBX crosses over in year 4.

Both write off £48,000. DB limps down to £3,160.49 and then mops up £6,320.99 in a single year; DBX levels off at £4,740.74 for the last three. A 150% factor crosses over on the original asset too, in year 5, where the charge stops falling and settles at £4,593.75 for the final two years.

The four schedules side by side

Year Straight line SYD DB 200% DB 150%
1 £7,000.00 £12,000.00 £16,000.00 £12,000.00
2 £7,000.00 £10,000.00 £10,666.67 £9,000.00
3 £7,000.00 £8,000.00 £7,111.11 £6,750.00
4 £7,000.00 £6,000.00 £4,740.74 £5,062.50
5 £7,000.00 £4,000.00 £3,160.49 £3,796.88
6 £7,000.00 £2,000.00 £320.99 £5,390.63
Total £42,000.00 £42,000.00 £42,000.00 £42,000.00
£48,000 falling to £6,000 over six years. Every column totals £42,000.
Method Year 1 share Through year 2 Through year 3
Straight line 16.67% 33.33% 50.00%
SYD 28.57% 52.38% 71.43%
DB 200% 38.10% 63.49% 80.42%
How fast each method writes the base off.

By the end of year three, declining balance has claimed 80.42% of the deduction against straight line’s 50%. That 30-point gap is the entire substance of the choice.

What the timing is actually worth

Tax relief is worth its present value, not its face value. At a 25% tax rate the total shield is £10,500 under every method — £42,000 × 25%. Discount it at 9%:

Method Total shield PV of shield Advantage over straight line
Straight line £10,500.00 £7,850.36
SYD £10,500.00 £8,411.56 £561.20
DB 200% £10,500.00 £8,687.97 £837.61
Present value of the depreciation tax shield. 25% tax, 9% discount rate.

£837.61 on a £48,000 asset — about 1.7% of the purchase price, free, for choosing a different schedule. That figure is why accelerated depreciation exists as a policy lever and why capital allowance regimes are written the way they are. It also belongs in any cash flow analysis of an equipment purchase: the shield is a real cash inflow even though depreciation itself is not a cash outflow.

Book value, and the tax on selling early

The other consequence of method choice appears when an asset is sold before the end of its life, because the gain or loss is measured against book value.

Method Book value Sale at £30,000 Result
Straight line £34,000.00 −£4,000.00 Deductible loss
SYD £26,000.00 £4,000.00 Taxable gain
DB 200% £21,333.33 £8,666.67 Taxable gain
Book value at the end of year 2, and the taxable result of a £30,000 sale.

The same asset, the same price, the same date — and a £12,666.67 swing in taxable income, entirely from the depreciation method. Accelerated methods pull relief forward and then claw some of it back on disposal, which is worth remembering before treating the £837.61 above as pure gain.

M01: when the asset does not arrive in January

M01 prorates the first year by (13 − M01) ÷ 12 and pushes the remainder onto an extra calendar year. An oven commissioned in July has M01 = 7, giving half a first year.

Calendar year Straight line SYD
1 £3,500.00 £6,000.00
2 £7,000.00 £11,000.00
3 £7,000.00 £9,000.00
4 £7,000.00 £7,000.00
5 £7,000.00 £5,000.00
6 £7,000.00 £3,000.00
7 £3,500.00 £1,000.00
M01 = 7. Six-year lives become seven calendar rows.

Both still total £42,000. The straight line version simply splits the first and last rows; the SYD version blends two adjacent fractions in every row, which is why its year 2 charge of £11,000 sits between the £12,000 and £10,000 of the unprorated schedule.

Doing it on the calculator

Year 1 under 200% declining balance.

The DEPR worksheet, start to finish
  1. 2ND
  2. DEPR
  3. 2ND
  4. CLR WORK
  5. METH
  6. 2ND
  7. SET ×2 → DB
  8. DB 200
  9. ENTER
  10. LIF 6
  11. ENTER
  12. M01 1
  13. ENTER
  14. YR 1
  15. ENTER
  16. CST 48000
  17. ENTER
  18. SAL 6000
  19. ENTER
  20. DEP
  21. RBV
  22. RDV

METH is a SET field, so you press 2ND SET to cycle rather than typing a value: once for SYD, twice for DB, three times for DBX.

DEP = 16,000.00, RBV = 32,000.00, RDV = 26,000.00. For any other year, arrow back to YR, type the year, and read the three computed fields again — nothing else needs re-entering.

Four mistakes worth avoiding

  1. Subtracting salvage before applying a declining balance rate. DB works on the full book value, starting at cost. Only the floor involves salvage. Netting salvage off first understates every charge and the schedule will not total £42,000.
  2. Expecting DBX to differ from DB. When salvage is a large fraction of cost, the crossover never triggers and the two are identical. Assuming otherwise leads people to hunt for a fault in the calculator.
  3. Reading RBV as the amount left to depreciate. That is RDV. RBV includes the salvage, so it stops at £6,000 while RDV reaches zero.
  4. Leaving M01 at a stale value. Like LIF, it survives between problems. A leftover M01 of 7 halves the first year of the next asset you enter and adds a phantom seventh row.

Depreciation is the one worksheet with no sign convention and no compounding, which makes it the easiest on the calculator and the easiest to misuse in an appraisal. Where it matters is the tax shield: put those figures into a cash flow analysis and the method choice moves the NPV, while the depreciation calculator prints every method’s schedule side by side so the comparison takes one entry rather than four.

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Do it without the keystrokes

The calculators used in this guide

Same arithmetic, same sign convention, with every substitution written out underneath the answer.

FAQ

Frequently asked questions

What are the main depreciation methods?

Straight line charges the same amount every year. Sum-of-the-years-digits charges a falling fraction whose numerator is the years of life remaining. Declining balance applies a fixed percentage of the opening book value, usually 200% or 150% of the straight line rate. The BA II Plus adds DBX, which switches from declining balance to straight line at the point straight line becomes larger.

Which depreciation method gives the biggest first-year deduction?

Declining balance, by a wide margin. On a £48,000 asset with a £6,000 salvage and a six-year life, 200% declining balance charges £16,000 in year one — 38.10% of the £42,000 depreciable base — against £12,000 for SYD and £7,000 for straight line.

Does the depreciation method change the total written off?

No. Every method in the worksheet writes off cost minus salvage, no more and no less. The £48,000 asset writes off £42,000 under all four methods; what changes is which years get it. That is why the choice affects the present value of the tax saving without affecting its total.

What is the difference between DB and DBX on the BA II Plus?

DB applies the declining balance rate for the whole life, so the charge keeps shrinking. DBX switches to straight line on the remaining depreciable value in the first year that straight line would give a larger charge. When salvage is high relative to cost the switch never triggers and the two are identical; with no salvage on a six-year life, DBX crosses over in year 4.

What does M01 do in the DEPR worksheet?

M01 is the month the asset enters service, and it prorates year one by (13 − M01) ÷ 12. Setting it to 7 gives half a year, so a £48,000 asset falling to £6,000 over six years charges £3,500 in the first calendar year, £7,000 for five years, then £3,500 in a seventh. The total is unchanged at £42,000.

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