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Microlesson · 5-min read

Audit of Sales Revenue – Occurrence, Completeness & Measurement Assertions

## Audit of Sales Revenue – Occurrence, Completeness & Measurement

### Three Critical Assertions for Revenue

AssertionRiskWhat Auditor is Checking
OccurrenceFake / inflated sales recordedAre all recorded sales real and earned?
CompletenessGenuine sales omittedAre all earned sales actually recorded?
MeasurementWrong amount or wrong periodIs revenue recognised at the correct amount and at the right time?

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## Part A: Occurrence – No Fake Sales Booked

Goal: Ensure revenue is not overstated.

### Specific Procedures:

a) Duplicate Invoice Check

  • Check whether any single invoice has been recorded twice.
  • Check whether any cancelled invoice could also have been recorded.

b) Invoice Vouching with Journal Entries

  • Test a sample of invoices by tracing to the relevant journal entry to verify the entry is genuine and complete.

c) Customer Confirmations

  • Obtain direct confirmation from a selection of customers to verify that the sale and the outstanding balance are acknowledged by them.

d) Fictitious Customer Check

  • Verify whether any fictitious customers exist in the records.
  • Check whether any sales have been made to non-existent parties.

e) Collectability Assessment

  • Check whether there is any substantial uncertainty about collectability of the recorded revenue.
  • Revenue should not be recognised if it is unlikely to be collected.

f) Unauthorised Shipments at Year-End

  • Check whether any shipment was done at year-end without the customer's consent and recorded as a sale.
  • Such shipments result in unearned revenue being recorded as earned — a classic manipulation.

g) Revenue Sequence Check

  • Review the sequence of sale invoices — gaps in sequence may indicate unrecorded sales or cancelled invoices.

h) Journal Entry Review

  • Review journal entries related to revenue, especially unusual transactions — manual journal entries to revenue accounts are a key fraud indicator.

i) Sales Return Ratio Analysis

  • Calculate: Sales Return ÷ Sales → compare with prior year.
  • A lower ratio in the current year despite similar sales volumes may suggest sales returns are being suppressed.

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## Part B: Completeness – Cut-Off Procedures

Goal: Ensure all genuine sales are recorded.

  • Perform cut-off procedures (see separate topic on Receivables Cut-off).
  • Identify whether revenue is recognised on invoice basis vs. risk & reward basis — under AS 9/Ind AS 115, risk & reward (or performance obligation) basis is correct.
  • Verify credit notes issued after the accounting period-end — these may be used to reverse fictitious sales booked before year-end.
  • Trace entries from shipping documents to the Sales Journal — ensure no dispatched goods are missing from sales records.
  • Perform GST Return Reasonableness Test:
  • Formula: Output GST = Sales × GST Rate %
  • Compare the computed GST liability with the GST return filed.
  • A significant difference suggests unrecorded sales or incorrect recording.

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## Part C: Measurement – Correct Amount & Period [May 2025 Exam Focus]

Goal: Revenue is recognised at the correct value and in the correct period.

Transaction Tracing:

  • Select a few transactions and trace them from inception to completion:
  • Receipt of Sales Order → Dispatch of Goods → Invoice Raised → Payment Received
  • At each stage, verify that revenue recognition aligns with company policy.

Revenue Recognition Policy:

  • Verify revenue is recognised as per AS 9 (or Ind AS 115 for applicable entities).
  • For export transactions, verify compliance with AS 11 (Effects of Changes in Foreign Exchange Rates) — export revenue must be recorded at the correct exchange rate.

Client Operations Understanding:

  • Auditor must understand client's operations and any GAAP issues that may affect measurement.

Related Party Sales:

  • For sales to related parties:
  • Compare the rate charged versus the rate charged to unrelated parties.
  • Review collectability of the related party receivable.
  • Verify the transaction is properly authorised.
  • Confirm the transaction is at arm's length.

Worked example

### Example 1

Example – GST Reasonableness Test:

Recorded Sales = ₹1,00,00,000. GST Rate = 18%. Expected Output GST = ₹18,00,000.

GST Return filed shows Output GST = ₹15,00,000.

Difference = ₹3,00,000 — implies approximately ₹16,67,000 of sales may be unrecorded. Auditor should investigate and reconcile the difference.

### Example 2

Example – Unauthorised Year-End Shipment:

Auditor finds goods worth ₹20,00,000 dispatched on 30th March with no purchase order or written agreement from the customer. The sale is recorded in current year revenue. The customer subsequently returned the goods in April. This is a classic window-dressing — revenue was recorded without customer consent. Auditor should reverse this sale and treat it as a post-balance-sheet event.

### Example 3

Example – Sales Return Ratio Analysis:

CY Sales: ₹5 Cr, Sales Returns: ₹5 Lakh → Ratio = 1%.

PY Sales: ₹4 Cr, Sales Returns: ₹12 Lakh → Ratio = 3%.

The drop in ratio despite similar operations is suspicious — management may be delaying credit note processing to suppress returns and inflate year-end revenue. Auditor should inspect credit notes issued in April–May of the next year.

⚠️ Common exam mistakes

  • Checking only for duplicate invoices but not for fictitious customers — both are occurrence risks but require different procedures.
  • Not performing the GST reasonableness test — this is a simple and powerful analytical procedure that often catches unrecorded sales.
  • Ignoring year-end journal entries to revenue accounts — manual journal entries near year-end are a high-risk area for manipulation.
  • Failing to review credit notes issued AFTER the balance sheet date — fictitious sales are often reversed via post-year-end credit notes.
  • Treating AS 9 compliance as sufficient without checking whether risk & reward has actually transferred — for complex arrangements, formal transfer of title may differ from economic transfer.
  • Not considering export sales under AS 11 — exchange rate differences can cause material misstatement in revenue measurement.
Reference:
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