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Microlesson · 5-min read

SA-500: Audit Evidence

## SA-500: Audit Evidence

### Meaning

Audit evidence is information used by the auditor in arriving at the conclusions on which the audit opinion is based.

Audit evidence includes:

  • Information in accounting records: Invoices, journal entries, electronic transfer records, general and subsidiary ledgers, cost sheets, spreadsheets
  • Other information: Minutes of meetings, written confirmations from third parties (e.g., banks, debtors), internal control manuals

---

### Types of Audit Evidence

By Nature:

TypeExample
OralDiscussion with management
DocumentaryLoan agreement, purchase invoice
VisualAttending/observing physical verification conducted by management

By Source:

TypeExample
ExternalPurchase invoice, credit note (originates outside the entity)
InternalCopies of sales invoices, employee wage sheets (originates within the entity)

---

### Rules on Reliability of Audit Evidence

(These are generalizations, not absolute rules)

1. Evidence from independent external sources is more reliable than internal evidence

2. Internal evidence is more reliable when ICS is effective

3. Directly obtained evidence is more reliable than indirectly obtained evidence (e.g., observation > inquiry)

4. Documentary evidence (paper/electronic) is more reliable than oral evidence

5. Original documents are more reliable than copies, photocopies, facsimiles, or digitized versions

---

### Inconsistency or Doubt Over Reliability

When it arises:

1. Evidence from one source is inconsistent with another (e.g., internal evidence ≠ external evidence)

2. Auditor has doubt about reliability of information (e.g., a purchase invoice appears fictitious)

Auditor shall:

a. Determine what modification is needed in audit procedures

b. Consider the effect on other matters in the audit

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### Relevance of Audit Evidence

A. Purpose of Audit Procedure:

  • Examining recorded AP → relevant for testing overstatement
  • Examining unrecorded AP → relevant for testing understatement

B. Assertion Under Consideration:

ProcedureAssertion Tested
Attending PV of inventoryExistence → Relevant
Attending PV of inventoryRights/Valuation → Not relevant

---

### Selection of Items for Testing

MethodWhen Appropriate
100% ExaminationSmall number of high-value items; significant risk where sampling won't work; repetitive automated calculations
Specific Item SelectionHigh-value or key items; items above a specific threshold; items needed for understanding the entity
Audit SamplingTo draw conclusions about an entire population from testing a representative sample

---

### Sufficiency and Appropriateness

  • Sufficiency = measure of quantity of evidence
  • Appropriateness = measure of quality of evidence (relevance + reliability)
  • They are interrelated — more of lower-quality evidence does not compensate for lack of quality

Factors Affecting Sufficiency:

FactorImpact
High MaterialityMore evidence required
High RMM (high Inherent Risk + Control Risk)More evidence required
Large population sizeMore evidence required
Heterogeneous populationMore evidence required
Homogeneous populationLess evidence required

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### Methods of Collecting Evidence

MethodKey Points
Inspection (Documents)Reliability depends on source (external > internal) and effectiveness of ICS
Inspection (Physical Assets)Proves existence but NOT valuation or ownership/rights
InquiryNot S&A alone; provides corroborative evidence; formal (written) or informal (oral)
External ConfirmationDirect written response from third party; paper or electronic
ARPEvaluates plausible relationships between financial and non-financial data
Re-performanceAuditor independently re-executes procedures originally done by the entity
ObservationEvidence about performance of a procedure (e.g., attending inventory count); direct evidence
RecalculationChecks mathematical accuracy; done manually or electronically

Critical limitation of Inspection:

  • Document inspection → can prove existence (e.g., share certificate) but NOT value or ownership
  • Physical asset inspection → can prove existence (e.g., inventory) but NOT rights or valuation

Critical limitation of Inquiry:

  • Provides limited evidence about management's intent
  • Must be corroborated by other procedures
  • Written representations (WR) must be obtained to corroborate inquiry results

---

### Audit Trail

1. A record-keeper documenting evidence of events (reduces fraud and error)

2. Documents the flow of a transaction: source document → accounting entry → FS

3. Establishes authenticity and integrity of transactions

4. Maintains records of system and user activity

Benefits:

  • Inspires confidence in auditors
  • Allows auditor to check whether controls are operating
  • Increases data security
  • Increases reliability of audit evidence
  • Helps analyze high-volume transactions in automated systems

Disadvantage: Involves cost of time and system implementation

---

### Using Work of Management Expert (ME)

Factors to evaluate the work of a Management Expert (mnemonic: PENETCRANI):

LetterFactor
PPrevious experience of auditor with this ME
EExperience of auditor on ME's field of expertise
NNature, scope, and objective of ME's work
EEmployed within / Engaged by the entity
TTechnical standards / industrial regulations followed
CControl or influence of management over ME
RRMM in the area of ME's work
AAvailability of alternative source of evidence
NNature and complexity of ME's work
IInternal control on area of ME's work

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### Core Principle

  • Auditor designs and performs procedures to obtain S&A Evidence
  • Audit evidence is necessary to support the auditor's opinion and report
  • Absence of information also constitutes audit evidence (e.g., no warranty provision may indicate an unrecorded liability)
  • Most of the auditor's work in forming an opinion consists of obtaining and evaluating audit evidence

Worked example

### Example 1

An auditor is testing the existence assertion for trade debtors. Sending a confirmation request to the debtor (external confirmation) is more reliable than reviewing only the entity's debtor ledger (internal documentary evidence), per the reliability hierarchy in SA-500. If the debtor confirms a balance of ₹5 lakhs while the ledger shows ₹6 lakhs, this inconsistency requires the auditor to determine whether the ledger contains a misstatement, whether the confirmation is reliable, and what modification is needed in audit procedures.

### Example 2

An auditor attends the physical verification of inventory (observation). This provides direct evidence about the EXISTENCE of inventory. It does NOT provide evidence about: (a) valuation — whether inventory is stated at lower of cost or NRV; or (b) rights — whether the entity actually owns the goods (goods held on consignment would appear in the count). To test valuation, the auditor needs additional procedures such as reviewing cost records, examining NRV analysis, and checking recent sales prices.

### Example 3

An entity engaged a certified mechanical engineer to value its specialized plant and machinery (Management Expert). The auditor evaluates the ME's work by assessing: (a) professional qualifications and membership of relevant body (competence), (b) whether the valuer is related to management or an independent professional (objectivity — control/influence by management), and (c) whether the methodology and assumptions used align with relevant technical standards (technical standards followed). A ME who is an employee of the entity carries higher risk than one engaged externally.

⚠️ Common exam mistakes

  • Thinking that more evidence is always better — evidence must be both SUFFICIENT (adequate quantity) AND APPROPRIATE (relevant and reliable quality); quantity alone does not compensate for poor quality
  • Confusing observation with inspection — observation means watching a process being performed (e.g., watching management conduct an inventory count); inspection means examining documents or physical assets
  • Treating inquiry as a standalone sufficient procedure — inquiry only provides corroborative evidence and must be supplemented with other procedures
  • Ignoring the assertion-relevance connection — a procedure that tests existence does NOT simultaneously provide evidence about valuation, rights, or completeness
  • Confusing management expert (ME) whose work is used by management with an auditor's expert engaged by the auditor — they are evaluated under different standards
  • Forgetting that absence of information can constitute audit evidence — e.g., the absence of a legal provision in the notes may itself be audit evidence of an omission
Bare-Act text Definition (Para 5(b)) · SA 500 · click to expand
Audit evidence is information used by the auditor in arriving at the conclusions on which the auditor's opinion is based. Audit evidence includes information contained in the accounting records underlying the financial statements and other information.
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