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Microlesson · 5-min read

Audit of Cash and Cash Equivalents

## Audit of Cash and Cash Equivalents

Audit of cash covers two sub-areas: physical cash (Existence & Completeness) and bank balances (BRS + Direct Confirmation).

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### A. Physical Cash – Existence & Completeness

#### 1. Surprise Cash Count

  • Conduct without prior notice – can be done on the last day of the year or after year-end.
  • Count both the main cashier and petty cashier balances.

#### 2. Simultaneous Checks

  • Check all cash locations simultaneously to prevent transfer of cash between locations.
  • Verified against the cash account.

#### 3. Cashier's Presence is Mandatory

  • Cashier must be present during the count.
  • Obtain a signed confirmation document stating details of balance and denominations.

#### 4. Cash Sensitivity Analysis

  • Analyse monthly cash flows to identify trends or unusual variations.
  • Ask management for explanations if significant variations found.

#### 5. Temporary Advances

  • Verify that temporary advances are included in the cash balance with proper approval.

#### 6. Rough Cash Book

  • If entity maintains a rough cash book, test entries by comparing with the formal Cash Book.

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### B. Bank Balances – Bank Reconciliation Statement (BRS)

StepProcedure
1Obtain and review BRS for all bank accounts; understand the preparation process
2Match balance in Bank Book with Bank Statement
3Stale cheques (>3 months old) should be removed from reconciliation and shown as a liability
4Verify deposits not credited by bank using deposit slips and subsequent bank statements
5Review uncleared cheques – seek explanation for overdue items; verify revenue recognition on material reconciling items
6Ensure material unpresented cheques are cleared or explained
7Check for Debit/Credit notes not yet accounted for; ensure proper adjustment is made

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### C. Direct Bank Confirmation (SA 505)

1. Obtain confirmation for all bank accounts at period end.

2. Investigate any discrepancy between confirmed balance and book balance.

3. If bank is unresponsive:

  • Verify balance against bank statement received by company, OR
  • Send a team member to the bank personally, OR
  • Use net banking login in the presence of company personnel.

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### D. Valuation – Foreign Currency Bank Accounts

  • Bank accounts holding foreign currency must be restated at the closing exchange rate.
  • Applicable standard: AS 11 / Ind AS 21.

Worked example

### Example 1

Example – Surprise Cash Count: On 31 March, auditor visits unannounced. Cash book shows ₹85,000 cash on hand. Physical count shows ₹72,000. Shortage of ₹13,000. Auditor: (1) asks cashier to sign the count sheet confirming ₹72,000 and denominations; (2) obtains explanation for shortage; (3) verifies whether shortage is authorised temporary advance or a misappropriation.

### Example 2

Example – Stale Cheque in BRS: BRS shows a cheque of ₹5,000 issued in November (5 months ago) still outstanding. Auditor procedure: cheque is stale (>3 months) → should be removed from 'cheques issued but not presented' column and reclassified as a liability (creditor). If not done, balance sheet overstates bank balance by ₹5,000.

### Example 3

Example – Foreign Currency Bank Account: Company holds a USD account. Balance = $50,000. Rate on date of deposit = ₹80. Rate at year-end = ₹83. Book balance = ₹40 lakhs. Required = ₹41.5 lakhs. Auditor verifies the ₹1.5 lakh forex gain is recognised:

Dr. Bank A/c (USD) ₹1,50,000

Cr. Foreign Exchange Gain A/c ₹1,50,000

⚠️ Common exam mistakes

  • Conducting cash counts with prior notice – this defeats the purpose; counts must be a surprise.
  • Not performing simultaneous counts at all cash locations – cash can be moved between locations to cover shortages.
  • Accepting stale cheques as valid reconciling items – cheques older than 3 months should be reclassified as liabilities.
  • Not obtaining the cashier's signed confirmation of the count with denomination details.
  • Failing to follow up on uncleared / undeposited items in BRS – these may indicate window dressing or kite-flying.
  • Not restating foreign currency bank balances at closing rate – required by AS 11.
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