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The Audit Programme: Meaning and Factors

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Chapter Twenty-Two

Syllabus topic 2, "Audit Program – Meaning, Factors, Advantages and Disadvantages, Overcoming Disadvantages, Methods of Work, Instruction before commencing Work, Overall Audit Approach."

Pages 58 to 60 of 98

In one line

An audit programme is a written list of the procedures to be performed in each area, showing who is to perform each, to what extent, and by when.

The meaning

It is the plan turned into instructions. Where the plan says "revenue is a significant risk and the control over cut-off is weak", the programme says "examine the last twenty despatch notes before and the first twenty after the year end and trace each to the sales invoice and the sales ledger; assistant B; by 12 April."

Every line carries
The procedureStated so that it can be performed without further instruction
The extentThe sample size, or the basis of selection
WhoThe assistant assigned
WhenThe date by which it is to be finished
Space for the doer's initials and the dateWhich is how completion is evidenced
A reference to the working paperWhere the result is recorded

The last two turn the programme into a control over the audit itself, and that is the second reason it exists.

The two forms

FormWhat it isSuited to
Fixed, or predeterminedA standard programme applied year after year with little changeSmall clients, routine work, a firm with many similar clients
Flexible, or progressiveDrawn afresh, or substantially revised, for each audit and each yearLarger clients, changing businesses, any client where the risks move

The flexible form is the better practice and the fixed form is the one whose disadvantages the next chapter is about. A programme copied from last year is the single commonest criticism of an audit.

The factors that shape a programme

FactorWhat it changes
1The size and nature of the businessWhich areas exist at all, and which dominate
2The strength of internal controlThe balance of compliance and substantive procedures, which is the approach of the previous chapter
3The type of audit: statutory, internal, continuous, interimThe scope and the timing
4The scope agreed and the statutory requirementsWhat must be covered
5The accounting system, manual or computerisedThe procedures available and the evidence trail
6The risks identified in planningWhere the effort concentrates
7MaterialityThe sample sizes
8The experience of the staff availableWhich work can be assigned to whom
9The previous years' experienceWhat went wrong before, and where
10The time availableThe timetable and the sequence

Factor two is the largest, as it was in planning, and factor nine is the one students omit: last year's difficulties are this year's instructions.

What a programme looks like, in one area

An extract, on debtors.

ProcedureExtentBy whomBy when
1Obtain the schedule of debtors and agree the total to the control account and the ledgerAllAssistant A10 April
2Cast the schedule and check the ageingAllAssistant A10 April
3Circularise debtors and follow up non-replies by examining subsequent receiptsAll balances over Rs 2,00,000, and 20 others selected at randomAssistant B18 April
4Examine credit notes issued after the year end for evidence of overstated salesAll over Rs 50,000Assistant B18 April
5Review the provision for doubtful debts against the ageing and the recovery recordAll balances over six months oldSenior20 April
6Verify that debtors are properly classified and disclosed under Schedule IIIAllSenior22 April
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The rest of this chapter

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