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Inter_P5_Audit_Mod1_Chapter_5_Audit_of_Items_of_Financial_Statements.pdf
Audit
Study_Material
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[Concept: Theory] ## AUDITING AND ETHICS | Ensure that no intangible asset arising from research (or from the research phase of an internal project) should be recognised. Expenditure on research (or on the research phase of an internal project) should be recognised as an expense when it is incurred. Check the certific...
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Inter_P5_Audit_Mod1_Chapter_5_Audit_of_Items_of_Financial_Statements.pdf
Audit
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[Concept: Theory] ## Intangible assets under development: - (a) For Intangible assets under development, following ageing schedule shall be given: Intangible assets under development ageing schedule | (Amount in ` ) | (Amount in ` ) | (Amount in ` ) | (Amount in ` ...
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Inter_P5_Audit_Mod1_Chapter_5_Audit_of_Items_of_Financial_Statements.pdf
Audit
Study_Material
N/A
[Concept: Theory] ## 3.9 Trade Payables and Other Current Liabilities Liabilities in addition to borrowings (discussed above), include trade payables and other current liabilities, deferred payment credits and provisions. A liability is considered to be current if it is due to be paid within twe...
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Inter_P5_Audit_Mod1_Chapter_5_Audit_of_Items_of_Financial_Statements.pdf
Audit
Study_Material
N/A
[Concept: Theory] ## AUDITING AND ETHICS | | advances, the auditor should verify the underlying documentation based on which the entity had received the advance.  In relation to statutory dues liability like withholding tax (TDS) payable, GST...
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Inter_P5_Audit_Mod1_Chapter_5_Audit_of_Items_of_Financial_Statements.pdf
Audit
Study_Material
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[Concept: Theory] ## · Trade payables due for payment The following ageing schedule shall be given for Trade payables due for payment: - Trade Payables ageing schedule | (Amount in | | ` ) | ` ) ...
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Inter_P5_Audit_Mod1_Chapter_5_Audit_of_Items_of_Financial_Statements.pdf
Audit
Study_Material
N/A
[Concept: Theory] ## 3.10 Loans and Advances and Other Current Assets Loans and advances include loans and advances to related parties, security deposits, capital advances, amounts recoverable in cash or in kind or for value to be received, e.g., rates, taxes and insurance paid in advance/ prepaid. Other c...
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Inter_P5_Audit_Mod1_Chapter_5_Audit_of_Items_of_Financial_Statements.pdf
Audit
Study_Material
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[Concept: Theory] ## To be disclosed as Additional Regulatory Information - (i) Following disclosures shall be made where Loans or Advances in the nature of loans are granted to promoters, Directors, KMPs and the related parties (as defined under the Companies Act, 2013,) either severally or jointly with any other per...
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Inter_P5_Audit_Mod1_Chapter_5_Audit_of_Items_of_Financial_Statements.pdf
Audit
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[Concept: Theory] ## 3.11 Provisions and Contingent Liabilities A provision is a liability which can be measured only by using a substantial degree of estimation. A provision is recognised when: - (i) an entity has a present obligation (legal or constructive) as a result of a past event; - (ii) it is probable that...
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Inter_P5_Audit_Mod1_Chapter_5_Audit_of_Items_of_Financial_Statements.pdf
Audit
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[Concept: Theory] ## A contingent liability is: - (i) a possible obligation that arises from past events and whose existence will be confirmed only by the occurrence or non -occurrence of one or more uncertain future events not wholly within the control of the entity; or - (ii) a present obligation that ...
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Inter_P5_Audit_Mod1_Chapter_5_Audit_of_Items_of_Financial_Statements.pdf
Audit
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[Concept: Theory] ## AUDITING AND ETHICS | Provision balances have been valued appropriately. (VALUATION) |  Obtain the underlying working and the basis for each of the provisions made, from the management and verify whether the same is complete and accurate. ...
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Inter_P5_Audit_Mod1_Chapter_5_Audit_of_Items_of_Financial_Statements.pdf
Audit
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[Concept: Theory] ## 1. Details of Benami Property held Where any proceedings have been initiated or pending against the company for holding any benami property under the Benami Transactions (Prohibition) Act, 1988 (45 of 1988) and the rules made thereunder, the company shall disclose the following:- - (a...
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Inter_P5_Audit_Mod1_Chapter_5_Audit_of_Items_of_Financial_Statements.pdf
Audit
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[Concept: Theory] ## 2. Relationship with Struck off Companies Where the company has any transactions with companies struck off under section 248 of the Companies Act, 2013 or section 560 of the Companies Act, 1956, the Company shall disclose the following details:- | Name of struck off Company | Nature of transact...
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Inter_P5_Audit_Mod1_Chapter_5_Audit_of_Items_of_Financial_Statements.pdf
Audit
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[Concept: Theory] ## 3. Following Ratios to be disclosed:- - (a) Current Ratio, - (b) Debt-Equity Ratio, - (c) Debt Service Coverage Ratio, - (d) Return on Equity Ratio, - (e) Inventory turnover ratio, - (f) Trade Receivables turnover ratio, - (g) Trade payables turnover ratio, - (h) Net capital turnover ratio, - (i) ...
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Inter_P5_Audit_Mod1_Chapter_5_Audit_of_Items_of_Financial_Statements.pdf
Audit
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[Concept: Theory] ## 4.1 Sale of Products and Services The sales and collections cycle in a business refers to the set of processes that begin when a customer purchases goods or services and ends when the entity receives complete payment against the sales. Sales is one of the most important item in the financial stat...
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Inter_P5_Audit_Mod1_Chapter_5_Audit_of_Items_of_Financial_Statements.pdf
Audit
Study_Material
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[Concept: Theory] ## Example Type of services or products the entity provides, demand for the services or products, major selling product/service, introduction of new products/service line, discontinuance of products/services, major customers, sales term (Credit or cash sales). 1. An auditor needs to obta...
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Inter_P5_Audit_Mod1_Chapter_5_Audit_of_Items_of_Financial_Statements.pdf
Audit
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[Concept: Theory] ## Example Whether segregation of duties exist, who checks the credit limit (if applicable), who authorizes sales orders, who raises sales invoice, when and how the goods are delivered/despatched or services are provided, who collects and records the amounts received from debtors, who ...
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Inter_P5_Audit_Mod1_Chapter_5_Audit_of_Items_of_Financial_Statements.pdf
Audit
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[Concept: Theory] ## Example Common internal controls over the sales cycle include pre -numbered sales invoices, proper authority for approval of orders, execution of sales order, customer purchase order authorization over a certain limit and authorization over receivables writeoffs. 3. The auditor selects a ran...
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Inter_P5_Audit_Mod1_Chapter_5_Audit_of_Items_of_Financial_Statements.pdf
Audit
Study_Material
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[Concept: Theory] ## Example The auditor ensures that all numbers in a section are accounted for and that none are missing. 4. Performing substantive audit procedures is a must. Substantive analytical procedures will consist of sales trend analysis, comparison with previous accounting period, categor...
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Inter_P5_Audit_Mod1_Chapter_5_Audit_of_Items_of_Financial_Statements.pdf
Audit
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[Concept: Theory] ## Example For a manufacturing company, if the average sales price of product X is ` 10 and 1,500 units were sold in that month, the auditors expected sales will be ` 15,000. The auditor should compare this figure with the client's data and see what they have recorded against Product X. The a...
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Inter_P5_Audit_Mod1_Chapter_5_Audit_of_Items_of_Financial_Statements.pdf
Audit
Study_Material
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[Concept: Theory] ## AUDITING AND ETHICS | Brief description | Audit procedures ...
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Inter_P5_Audit_Mod1_Chapter_5_Audit_of_Items_of_Financial_Statements.pdf
Audit
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[Concept: Theory] ## 4.2 Other Income comprising interest income, dividend income, Gain/ Loss on sale of investments etc. Any form of income earned by an entity which is not linked to the entity's core business operations is generally classified as other income. Examples - interest on excess funds parked in fixe...
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Inter_P5_Audit_Mod1_Chapter_5_Audit_of_Items_of_Financial_Statements.pdf
Audit
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[Concept: Theory] ## AUDITING AND ETHICS | understatement or overstatement. (COMPLETENESS) Other income has been measured appropriately as per the applicable accounting standards (MEASUREMENT) | for which the deposit was outstanding during the period.  Verify the arithmetical accuracy of the interest calculation ma...
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Inter_P5_Audit_Mod1_Chapter_5_Audit_of_Items_of_Financial_Statements.pdf
Audit
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[Concept: Theory] ## To be disclosed as Additional Information Undisclosed income The Company shall give details of any transaction not recorded in the books of accounts that has been surrendered or disclosed as income during the year in the tax assessments under the Income Tax Act, 1961 (such as, search or survey or ...
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Inter_P5_Audit_Mod1_Chapter_5_Audit_of_Items_of_Financial_Statements.pdf
Audit
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[Concept: Theory] ## 4.3 Purchases Purchases is another significant process of an entity. Similar to sales as discussed above, purchases and disbursement cycle in a business refers to the set of processes that begin when an order for buying goods or services is placed based on requirements of the producti...
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Inter_P5_Audit_Mod1_Chapter_5_Audit_of_Items_of_Financial_Statements.pdf
Audit
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[Concept: Theory] ## AUDITING AND ETHICS the production/ rendering of services, sources of procurement whether domestic or overseas, general availability and terms and conditions of purchase of the service or products, major vendors, credit period, quality checks, purchase terms (Credit or cash purchase) etc. 1. An a...
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Inter_P5_Audit_Mod1_Chapter_5_Audit_of_Items_of_Financial_Statements.pdf
Audit
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[Concept: Theory] ## AUDITING AND ETHICS | | transferred to the entity. Specific consideration for cases where the terms of delivery as agreed with vendor ar...
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Inter_P5_Audit_Mod1_Chapter_5_Audit_of_Items_of_Financial_Statements.pdf
Audit
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[Concept: Theory] ## 4.4 Employee Benefits Expenses Employee benefits expenses or commonly called as payroll expenses represent the aggregate sum an entity pays as a consideration to its employees for their labour/ efforts along with associated expenses such as perquisites/ benefits, post -employment benefits l...
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Inter_P5_Audit_Mod1_Chapter_5_Audit_of_Items_of_Financial_Statements.pdf
Audit
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[Concept: Theory] ## AUDITING AND ETHICS | and final computation and verify whether all their dues including post- retirement benefits like gratuity, leave encashment have been paid and whether the respective employee's acknowledgement on final computation has been obtained.  Obtain the monthly salary registers for a...
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Inter_P5_Audit_Mod1_Chapter_5_Audit_of_Items_of_Financial_Statements.pdf
Audit
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[Concept: Theory] ## 4.5 Depreciation and Amortisation One of the key principles of accrual basis of accounting requires that an asset's cost is proportionally expensed based on the period over which the asset is expected to be used. Both depreciation and amortization are methods that are used to prorate the c ost ...
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Inter_P5_Audit_Mod1_Chapter_5_Audit_of_Items_of_Financial_Statements.pdf
Audit
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[Concept: Theory] ## AUDITING AND ETHICS - Ensure the Company policy for charging depreciation and amortisation is as per the relevant provisions of the Companies Act, 2013/ applicable accounting standards. - The accounting policy has been applied consistently year on year. Any change in the accounting policy has bee...
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Inter_P5_Audit_Mod1_Chapter_5_Audit_of_Items_of_Financial_Statements.pdf
Audit
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[Concept: Theory] ## AUDITING AND ETHICS | |  Perform analytical procedures to obtain audit evidence as to overall reasonableness of depreciation and amortisation expense - check the arithmetical accuracy of records and perform indepe...
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Inter_P5_Audit_Mod1_Chapter_5_Audit_of_Items_of_Financial_Statements.pdf
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[Concept: Theory] ## 4.6 Other Expenses like Power and Fuel, Rent, Repair to Building, Plant and Machinery, Insurance, Travelling, Legal and Professional, Miscellaneous Expenses An entity in addition to making purchases and incurring employee benefit expenses, also incurs other expenditures lik...
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Inter_P5_Audit_Mod1_Chapter_5_Audit_of_Items_of_Financial_Statements.pdf
Audit
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[Concept: Theory] ## AUDITING AND ETHICS | 12 months.  Also, compile a month wise summary of power units consumed and the applicable rate and check the arithmetical accuracy of the bill raised on monthly basis.  In relation to the units consumed, analyse the monthly power units consumed by linking it to units of fin...
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Inter_P5_Audit_Mod1_Chapter_5_Audit_of_Items_of_Financial_Statements.pdf
Audit
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[Concept: Theory] ## 1. Corporate Social Responsibility (CSR) Where the company covered under section 135 of the Companies Act, 2013 the following shall be disclosed with regard to CSR activities:- - (a) amount required to be spent by the company during the year, - (b) amount of expenditure incurred,
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Inter_P5_Audit_Mod1_Chapter_5_Audit_of_Items_of_Financial_Statements.pdf
Audit
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[Concept: Theory] ## AUDITING AND ETHICS - (c) shortfall at the end of the year, - (d) total of previous years shortfall, - (e) reason for shortfall, - (f) nature of CSR activities, - (g) details of related party transactions, e.g., contribution to a trust controlled by the company in relation to CSR expenditure...
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Inter_P5_Audit_Mod1_Chapter_5_Audit_of_Items_of_Financial_Statements.pdf
Audit
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[Concept: Theory] ## 2. Details of Crypto Currency or Virtual Currency Where the Company has traded or invested in Crypto currency or Virtual Currency during the financial year, the following shall be disclosed:- - (a) profit or loss on transactions involving Crypto currency or Virtual Currency - (b) amount of curren...
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Inter_P5_Audit_Mod1_Chapter_5_Audit_of_Items_of_Financial_Statements.pdf
Audit
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[Concept: Theory] ## Test Your Understanding 3 Various ratios of current year and preceding year are disclosed in financial statements of a company in accordance with requirements of Schedule III of the Companies Act, 2013. Discuss requirements of law in this regard (Do not list out names of ratios)
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Inter_P5_Audit_Mod1_Chapter_5_Audit_of_Items_of_Financial_Statements.pdf
Audit
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[Concept: Theory] ## Test Your Understanding 4 An auditor of a company is focusing upon revenues of a company. In this regard, besides performing usual detailed checking of sales, he wants to perform substantive analytical procedures in respect of sales. Discuss how he can perform such procedures.
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Inter_P5_Audit_Mod1_Chapter_5_Audit_of_Items_of_Financial_Statements.pdf
Audit
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[Concept: Theory] ## Test Your Understanding 5 While verifying depreciation charged to statement of profit and loss account of a company, it is noticed by auditor that one new machinery was purchased and installed in month of April. The necessary trials were carried out and machinery was ready for use in A...
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Inter_P5_Audit_Mod1_Chapter_5_Audit_of_Items_of_Financial_Statements.pdf
Audit
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[Concept: Theory] ## CASE STUDY Sunsteel Ltd. is a company engaged in the manufacture of variety of stainless steel household items ranging from hot pot, pressure cooker, cutlery set, bottles, to serving trays. The company has its corporate office in Delhi and its plant in Raigarh, a city in the state of Chh...
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Inter_P5_Audit_Mod1_Chapter_5_Audit_of_Items_of_Financial_Statements.pdf
Audit
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[Concept: Theory] ## Based on the above facts, answer the following questions: 1. Which of the following is not correct with respect to shares issued at premium and securities premium account in terms of Section 52 of the Companies Act, 2013 ? 2. (a) Where a company issues shares at a premium, whether for cas...
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Inter_P5_Audit_Mod1_Chapter_5_Audit_of_Items_of_Financial_Statements.pdf
Audit
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[Concept: Theory] ## AUDITING AND ETHICS - (b) Long term maturities of finance lease obligations is to be disclosed under the head long term borrowings - (c) Interest accrued but not due on borrowings is to be disclosed under the head Other Current Liabilities - (d) Interest accrued and due on borrowings is to be disc...
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Inter_P5_Audit_Mod1_Chapter_5_Audit_of_Items_of_Financial_Statements.pdf
Audit
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[Concept: Theory] ## Important Note: Students are advised to refer Advanced Accounting Study Material (Paper-1) wherever reference to Accounting Standards is given and also to Corporate and Other Laws Study Material (Paper-2) wherever reference to Sections of the Companies Act, 2013 is given.
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Inter_P5_Audit_Mod1_Chapter_5_Audit_of_Items_of_Financial_Statements.pdf
Audit
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[Concept: Theory] ## SUMMARY - ♦ Assertion refers to the representations by management, explicit or otherwise, that are embodied in the financial statements, as used by the auditor to consider the different types of potential misstatements that may occur. - ♦ Assertions pertaining to Balance sheet cap...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
Audit
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[Concept: Theory] ## After studying this chapter, you would be able to: - ♦ Understand the legal framework for the Bank audit. - ♦ Gain the knowledge of financial statements of the banks in brief. - ♦ Understand the audit approach for items of profit and loss in case of banks. - ♦ Learn the important items such as Adv...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
Audit
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[Concept: Theory] ## Types of Banks There are different types of banking institutions prevailing in India which are as follows: | Commercial Banks | Regional Rural Banks | |-------------------------------------------------------------------------|--------------...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
Audit
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[Concept: Theory] ## RBI is responsible for :- - ♦ development and supervision of the constituents of the Indian financial system (which comprises banks and non-banking fi nancial institutions) - ♦ determining, in conjunction with the Central Government, the monetary and credit policies keeping in with the ne...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
Audit
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[Concept: Theory] ## Important functions of RBI are :- - ♦ issuance of currency; - ♦ regulation of currency issue; - ♦ acting as banker to the central and state governments; and - ♦ acting as banker to commercial and other types of banks including termlending institutions. Besides, RBI has also been entrust...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
Audit
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[Concept: Theory] ## Banking Operations - Conducted only at Branches Banking operations are conducted only at the branches, while other offices act as controlling authorities or administrative offices that lay down policies, systems and internal control procedures for conduct of business, in compliance with ...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
Audit
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[Concept: Theory] ## Regulatory Framework | Banking Regulation Act, 1949. | State Bank of India Act, 1955. | |------------------------------------------------------------------...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
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[Concept: Theory] ## Peculiarities involved: -  Huge volumes and complexity of transactions; -  Wide geographical spread of banks' network; -  Large range of products and services offered; -  Extensive use of technology; -  Strict vigilance by the banking regulator etc.
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
Audit
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[Concept: Theory] ## Types of Bank Audit Reports to be issued (generally): Presently, the Statutory Central Auditors (SCAs) have to furnish the following reports in addition to their main audit report: - (a) Report on adequacy and operating effectiveness of Internal Controls over Financial Reportin...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
Audit
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[Concept: Theory] ## AUDITING AND ETHICS - (g) Report on status of the compliance by the bank with regard to the implementation of recommendations of the Ghosh Committee relating to frauds and malpractices and of the recommendations of Jilani Committee on internal control and inspection/credit syst...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
Audit
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[Concept: Theory] ## UNDERSTANDING OF ACCOUNTING SYSTEM From the time that customers had to physically visit and deal with a bank, there is a sea change in banking as use of technology and its continuous evolution has enabled banks to reach their customers in providing them the convenience and comfort of any...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
Audit
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[Concept: Theory] ## 2. BANK AUDIT APPROACH - 1 . Drawing an Audit Plan : An audit plan should be drawn up based on :- - ♦ the nature and level of operations, - ♦ nature of adverse features, - ♦ level of compliance based on previous reports and - ♦ audit risks based on inadequacy in or breach of internal co...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
Audit
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[Concept: Theory] ## AUDITING AND ETHICS | Where |    | Where is the evidence of performance of the control retained? For how long is the evidence retained? Is the evidence accessible/ available for audit? | |---------|-----------|-----------------------------------...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
Audit
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[Concept: Theory] ## The engagement team discussion ordinarily includes a discussion of the following matters: - (a) Errors that may be more likely to occur; - (b) Errors which have been identified in prior years; - (c) Method by which fraud might be perpetrated by bank personnel or others within particular ...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
Audit
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[Concept: Theory] ## Advantages of such a discussion :- - ♦ Specific emphasis should be provided to the susceptibility of the bank's financial statements to material misstatement due to fraud, that enables the engagement team to consider an appropriate response to fraud risks, including those related to enga...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
Audit
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[Concept: Theory] ## 3. INCOME RECOGNITION POLICY The policy of income recognition should be objective and based on record of recovery rather than on any subjective considerations. Income from nonperforming assets (NPA) is not recognized on accrual basis but is booked as income only when it is actuall...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
Audit
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[Concept: Theory] ## FINANCIAL Sub-sections (1) and (2) of Section 29 of the Banking Regulations Act, 1949 deal with the form and content of financial statements of a banking company and their authentication. These sub-sections are also applicable to nationalised banks, State Bank of India, and Regional Rural Banks. ...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
Audit
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[Concept: Theory] ## AUDITING AND ETHICS Every banking company needs to comply with the disclosure requirements under the various Accounting Standards, as specified under section 133 of the Companies Act, 2013, read with Rule 7 of the Companies (Accounts) Rules 2014, in so far as they apply to banking companies or the...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
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[Concept: Theory] ## 5. AUDIT OF ACCOUNTS Sub-section (1) of section 30 of the Banking Regulations Act, 1949 requires that the balance sheet and profit and loss account of a banking company should be audited by a person duly qualified under any law for the time being in force to be an auditor of companies. <!-- image...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
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[Concept: Theory] ## 7. APPOINTMENT OF AUDITOR As per the provisions of the relevant enactments:- - ♦ The auditor of a banking company is to be appointed at the annual general meeting of the shareholders, - ♦ The auditor of a nationalised bank is to be appointed by the bank concerned acting through its Board of Direc...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
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[Concept: Theory] ## 8. REMUNERATION OF AUDITOR - (a) The remuneration of auditor of a banking company is to be fi xed in accordance with the provisions of Section 142 of the Companies Act, 2013 (i.e., by the AND company in general meeting or in such manner as the company in general meeting may determine). - (b) Th...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
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[Concept: Theory] ## 9. POWERS OF AUDITOR The auditor of a banking company, nationalised bank, State Bank of India, or regional rural bank has the same powers as those of a company's auditor in the matter of access to the books, accounts, documents and vouchers. <!-- image -->
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
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[Concept: Theory] ## 10. AUDITOR'S REPORT In the case of a nationalised bank, the auditor is required to make a report to the Central Government in which he has to state the following: - (a) whether, in his opinion, the financial statements present a true and fair view of the affairs of the bank and in case ...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
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[Concept: Theory] ## 10.1 Format of Report The auditors, central as well as branch, should also ensure that the audit report issued by them complies with the requirements of Standards on Auditing discussed in Chapter 8 on Audit Report. The auditor should ensure that not only information
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
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[Concept: Theory] ## AUDITING AND ETHICS relating to number of unaudited branches is given but quantification of advances, deposits, interest income and interest expense for such unaudited branches has also been disclosed in the audit report. Such disclosure in the audit report is not only in accordance with the ...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
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[Concept: Theory] ## 10.2 Long Form Audit Report Besides the audit report as per the statutory requirements discussed above, the terms of appointment of auditors of public sector banks, private sector banks and foreign banks (as well as their branches), require the auditors to also furnish a long form audit report (L...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
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[Concept: Theory] ## 10.3 Reporting to RBI 1. The RBI issued a Circular relating to implementation of recommendations of Committee on Legal Aspects of Bank Frauds applicable to all scheduled commercial banks (excluding Regional Rural Banks). Regarding liability of accounting and auditing profession, the said ...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
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[Concept: Theory] ## 11. CONDUCTING AN AUDIT The audit of banks or their branches involves the following stages - 1. Initial consideration by the statutory auditor 2. (i) Declaration of Indebtedness : The RBI has advised that the banks, before appointing their statutory central/branch auditors, should obtain a d...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
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[Concept: Theory] ## AUDITING AND ETHICS - (iii) Planning : Standard on Auditing (SA) 300, 'Planning an Audit of Financial Statements' requires that the auditor shall undertake the following activities prior to starting an initial audit: - (a) Performing procedures required by SA 220, 'Quality Control for Audit Work' ...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
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[Concept: Theory] ## AUDIT OF BANKS - (viii) Establish the Engagement Team : The assignment of qualified and experienced professionals is an important component of managing engagement risk. The size and composition of the engagement team would depend on the size, nature and complexity of the bank's operations. - (i...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
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[Concept: Theory] ## AUDITING AND ETHICS Director) should approve written risk management policies. The policies should be consistent with the bank's business objectives and strategies, capital strength, management expertise, regulatory requirements and the types and amounts of risk it regards ...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
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[Concept: Theory] ## AUDIT OF BANKS 7. Establish the Overall Audit Strategy: SA 300 'Planning an Audit of financial Statements'' states that the objective of the auditor is to plan the audit so that it will be performed in an effective manner. For this purpose, the audit engagement partner should...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
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[Concept: Theory] ## AUDITING AND ETHICS Statements' , the auditor's objective is to identify and assess the risks of material misstatement in the financial statements due to fraud, to obtain sufficient appropriate audit evidence on those identified misstatements and to respond appropriately. The atti...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
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[Concept: Theory] ## AUDITING AND ETHICS Lending constitutes a major activity of a bank besides the investment function. The core business of banks is accepting deposits for onward lending. Advances are amount of money or credit, given as a loan from a bank to another party with an agreement that the money will be rep...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
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[Concept: Theory] ## Types of Advances: Funded Loans &amp; Non-Funded Loans - ♦ Funded loans are those loans where there is an actual transfer of funds from the bank to the borrower. Examples of funded loans are Term loans, Cash credits, Overdrafts, Demand Loans, Bills Discounted and Purchased, Participation on Risk S...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
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[Concept: Theory] ## 12.2 Legal requirements of Disclosure in the Balance Sheet: - A. (i) Bills purchased and discounted 2. (ii) Cash credits, Overdrafts and loans repayable on demand 3. (iii) Term Loans - B. (i) Secured by tangible assets 5. (ii) Covered by Bank/Government guarantees 6. (iii) Unsecured <!-- image -...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
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[Concept: Theory] ## 12.3.1 Sector Wise RBI issues common guidelines for lending to Priority Sector which banks are required to follow. These guidelines cover rate of interest; service charges, receipt, sanction, rejection, disbursement Register; issue of Loan Application Acknowledgement. RBI also issues ta...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
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[Concept: Theory] ## Nature of Security - A. Primary security refers to the security offered by the borrower for bank finance or the one against which credit has been extended by the bank. This security is the principal security for an advance. - B. Collateral security is an additional security. Security can...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
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[Concept: Theory] ## Examples of most common types of securities accepted by banks are the following: -  Personal Security of Guarantor -  Goods/Stocks/Debtors/Trade Receivables -  Gold Ornaments and Bullion -  Immovable Property -  Plantations (For Agricultural Advances) -  Third Party Guarantees ...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
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[Concept: Theory] ## 12.5 Mode of Creation of Security Depending on the nature of the item concerned, creation of security may take the form of a mortgage, pledge, hypothecation, assignment, setoff or lien as follows:- - (i) Mortgage: Mortgage are of several kinds but the most important are the Registered Mortgage an...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
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[Concept: Theory] ## AUDITING AND ETHICS - (iv) Assignment: Assignment represents a transfer of an existing or future debt, right or property belonging to a person in favor of another person. Only actionable claims (i.e., claim to any debt other than a debt secured by a mortgage of immovable property or by hypothecati...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
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[Concept: Theory] ## AUDIT OF BANKS - (i) Non-performing Assets: An asset becomes NPA when it ceases to generate income for the Bank. A non-performing asset (NPA) is a loan or an advance where -: -  interest and/ or installment of principal remain overdue for a period of more than 90 days in respect of a term loa...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
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[Concept: Theory] ## Example A Ltd. has been sanctioned a Cash Credit Facility by ADB Bank Ltd. for INR 50 lacs but as per the Stock Statements furnished for the last quarter, the Bank has calculated the Drawing power to be INR 42 Lakhs. In this case, the account would be termed as OUT OF ORDER if :- - ♦ the outstand...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
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[Concept: Theory] ## AUDITING AND ETHICS (iii) Overdue: Any amount due to the bank under any credit facility is 'overdue' if it is not paid on the due date fixed by the bank. <!-- image --> Source :- inventiva.co.in | Categories of Non-Performing Assets: | Categories of Non-Performing Assets: ...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
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[Concept: Theory] ## REPORT CARD | Quarterendec | Mar 19 | | |-------------------------------------|-----------|-------| | Netinterestincome | 5,066.96 | 26.6 | | Totalincome | 15,284.59 | 20.0 | | Provisions & contingendes | ...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
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[Concept: Theory] ## Example Mr. Raman has availed two Loan facilities - a Car Loan as well as a Housing Loan from XYZ Bank Ltd. He is regular in depositing the Housing loan EMI but has not deposited the last 4 EMI's of the Car Loan due to paucity of funds. Hence, in this case, not only the Car loan but the Housing Lo...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
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[Concept: Theory] ## AUDITING AND ETHICS with a higher share will lead the consortium . Consortium advances should be based on the record of recovery of the respective individual member banks and other aspects having a bearing on the recoverability of the advances. Where the remittances by the borrower under consorti...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
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[Concept: Theory] ## Illustrative Drawing Power for December 2022 as per Stock Statement November, 2022 | | | | ( ` in Crores) | |--------------------------------|--------------|--------|------------------| | Description of Stocks | Market Value | Margin | ...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
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[Concept: Theory] ## 12.7 Accounts where there is erosion in the value of security / frauds committed by borrowers Erosion means the gradual destruction or diminution of something not prudent to follow stages of asset classification. It should be straight-away classified as doubtful or loss asset as ap...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
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[Concept: Theory] ## 12.9 Agricultural Advances A ff ected by Natural Calamities Master Circular issued by the RBI deals elaborately with the classification and income recognition issues due to impairment caused by natural calamities. Banks may decide on their own relief measures, viz., conversion ...
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[Concept: Theory] ## 12.10 Advances to Staff Interest-bearing sta ff advances as a banker should be included as part of advances portfolio of the bank. In the case of housing loan or similar advances granted to sta ff members where interest is payable after recovery of principal, interest need not be considered as o...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
Audit
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[Concept: Theory] ## As per the guidelines, Agricultural Advances are of two types: - (1) Agricultural Advances for 'long duration' crops; and - (2) Agricultural Advances for 'short duration' crops. The 'long duration' crops would be crops with crop season longer than one year and crops, which are not 'long duration'...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
Audit
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[Concept: Theory] ## The following NPA norms would apply to agricultural advances (including Crop Term Loans): -  A loan granted for short duration crops will be treated as NPA, if the instalment of principal or interest thereon remains overdue for two crop seasons; and -  A loan gran...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
Audit
Study_Material
N/A
[Concept: Theory] ## Test Your Understanding 2 Ranjana Ceramic Private Limited is sanctioned a cash credit facility of ` 100 lacs from a branch of LMO Bank. Besides, branch has also sanctioned a one-time bank guarantee of ` 10 lacs on behalf of the company in favour of a statutory authority. Discuss, wha...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
Audit
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N/A
[Concept: Theory] ## Test Your Understanding 3 During course of audit of branch of a nationalized bank, you find that system has generated a report marking ten term loan accounts as SMA. Discuss, meaning of SMA accounts and significance of such a classification. <!-- image -->
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
Audit
Study_Material
N/A
[Concept: Theory] ## 13. COMPUTATION OF DRAWING POWER 1. Meaning:Drawing Power generally addressed as 'DP' is an important concept for Cash Credit (CC) facility availed from banks and financial institutions. Drawing power is the limit up to which a firm or company can withdraw from the working capital...
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Inter_P5_Audit_Mod2_Chapter_10_Audit_of_Banks.pdf
Audit
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N/A
[Concept: Theory] ## AUDITING AND ETHICS advances requires the major attention from the auditors. In carrying out audit of advances, the auditor is primarily concerned with obtaining evidence about the following: - (a) Amounts included in balance sheet in respect of advances which are outstandin...
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