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Microlesson · 5-min read

Audit of Cash and Cash Equivalents

# Audit of Cash and Cash Equivalents

Cash is highly liquid, easily manipulated, and a common area for fraud. Auditors therefore rely on two pillars: verification of the Bank Reconciliation Statement (BRS) and direct confirmation from banks.

## 1. Verification of Bank Reconciliation Statement (BRS)

The auditor must drill into each material reconciling item:

### (a) Tally the Book Balance

Match the closing balance per the bank book to the bank confirmation/statement.

### (b) Cheques Issued but Not Presented

Ensure each such item is traced to the underlying bank book entry forming part of Books of Account (BOA).

### (c) Cheques Deposited but Not Credited

  • Request the bank deposit slips to confirm deposit was made before year-end.
  • Verify that the deposit appeared in the subsequent period's bank statement — otherwise it may be a fictitious deposit window-dressing year-end cash.

### (d) Bank Charges/Credits Not Accounted

Request bank statements covering the audit period and tally each charge/credit booked as a reconciling item.

## 2. Direct Confirmation Procedure

This is the most significant audit activity for bank balances:

  • Contact banks directly (not through the client) to confirm balances in current accounts, deposit accounts, EEFC accounts, and cash credit accounts.
  • Aim for 100% confirmation coverage of bank accounts.
  • Where no reply is received, perform alternative procedures:
  • Agree balance to bank statement received by the company or via internet banking login.
  • Send a team member to the bank branch along with the entity's officer to obtain balance confirmation directly.
  • Discrepancies must be investigated and reconciled by the company.

## 3. Disclosure Requirements

Cash and cash equivalents are classified as:

  • Balances with banks
  • Cheques, drafts on hand
  • Cash on hand
  • Others (specify nature)

### Additional Separate Disclosures

  • Earmarked balances with banks (e.g., for unpaid dividend).
  • Balances held as margin money or security against borrowings.
  • Repatriation restrictions on cash/bank balances.
  • Bank deposits with more than 12 months' maturity (these are not really 'cash equivalents' but must be shown here separately).

Worked example

### Example 1

Example — Window dressing detection: XYZ Ltd's BRS shows Rs 12 lakh as 'cheques deposited but not credited'. The auditor obtains the bank statement for the first 10 days of the new year and finds only Rs 2 lakh of these were actually credited. The Rs 10 lakh balance is bogus — possibly an artificially inflated year-end cash balance. The auditor must investigate and may issue a modified opinion if not corrected.

### Example 2

Example — Direct confirmation: A company has 15 bank accounts. The auditor sends confirmation requests to all 15. Replies are received for 13. For the 2 remaining (a small co-op bank and a foreign branch), the auditor visits the branch with the company's officer and obtains a hand-signed balance confirmation.

⚠️ Common exam mistakes

  • Accepting the BRS at face value without testing individual reconciling items against bank statements.
  • Allowing the client to send and collect bank confirmations — defeats independence; auditor must control the process.
  • Skipping deposits-in-transit verification, missing year-end cash inflation.
  • Not separately disclosing margin money, earmarked balances, or >12 month deposits — clubbing them all under 'balances with banks'.
Bare-Act text Schedule III, Part I — Balance Sheet — Cash and Cash Equivalents · Schedule III, Companies Act, 2013 · click to expand
Cash and cash equivalents shall be classified as: (a) Balances with banks; (b) Cheques, drafts on hand; (c) Cash on hand; (d) Others (specify nature). Earmarked balances with banks shall be separately stated. Balances with banks held as margin money or security against borrowings shall be disclosed separately. Repatriation restrictions in respect of cash and bank balances shall be separately stated. Bank deposits with more than 12 months' maturity shall be disclosed separately.
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