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Microlesson · 5-min read

Audit of Expenses — Interest, Operating Expenses, and Provisions

## Audit of Expenses in Bank Audit

Expenditure is examined under three broad heads:

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### (A) Interest Expenses

The auditor assesses overall reasonableness of interest expense through:

1. Ratio analysis: Compare interest paid on each deposit/borrowing type to the average quantum of respective liabilities.

2. Weighted average rate: Obtain quarter-wise deposit breakup → compute weighted average rate → compare with actual average rate in annual accounts → investigate material differences.

3. Year-on-year comparison: Compare average interest rates with prior years; explain material variances.

4. Monthly/quarterly trend analysis: Obtain GL breakup for interest on savings deposits, term deposits, and borrowings; analyse month-on-month cost variances against a benchmark.

5. Test check calculations: Verify that:

  • Interest is provided on all deposits up to balance sheet date.
  • Interest rates comply with bank's internal regulations, RBI directives, and deposit agreements.
  • Savings account interest follows RBI rules.
  • Inter-branch interest is at Head Office/RBI prescribed rates.

6. Interest rate changes: Ascertain any changes in savings or term deposit rates during the period.

7. Interest rate card: Obtain and use it to validate the interest cost computation.

8. Completeness: Confirm interest is accrued on the entire borrowing portfolio and agrees with general ledgers.

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### (B) Operating Expenses

The auditor should:

1. Study and evaluate internal controls over expenses, including authorisation procedures.

2. Identify divergent trends in major expense items.

3. Perform substantive analytical procedures — e.g., compute each expense as a ratio to total operating expenses and compare with prior years.

4. Verify expenses against supporting documents and re-check calculations.

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### (C) Provisions and Contingencies

The auditor should:

1. Confirm compliance with all RBI circulars on provisioning requirements.

2. Understand how the bank computes provisions on standard assets and NPAs — check classification into standard, sub-standard, doubtful, loss categories.

3. Obtain detailed loan breakup (standard + NPA) and agree balances with the general ledger.

4. Verify tax provision computation — check that items in P&L are correctly considered for tax.

5. Examine other provisions for adequacy by discussing with management and obtaining explanations.

Worked example

### Example 1

### Weighted Average Interest Rate — Analytical Procedure

Scenario: A bank has the following term deposits outstanding at end of each quarter:

Quarter endBalance (₹ Cr)Rate (%)Weighted interest
Q12006.5%13
Q22206.5%14.3
Q32507.0%17.5
Q42307.0%16.1
Average22515.225

Weighted average rate = 15.225 / 225 × 4 (annualised) ≈ 6.77%

Actual interest per annual accounts = ₹15.5 Cr on average deposit of ₹225 Cr → Effective rate = 6.89%

Difference = 0.12% on ₹225 Cr = ₹0.27 Cr → Material → Auditor should investigate whether rates changed mid-quarter or whether interest was erroneously computed on some accounts.

⚠️ Common exam mistakes

  • Skipping the weighted average rate analysis and relying only on document verification — analytical procedures are essential for completeness of interest expense.
  • Not checking whether interest has been accrued on the entire borrowing portfolio — omissions in accrual are common in manual or partially-automated systems.
  • Accepting the tax provision computation at face value without tracing items — disallowable provisions (e.g., contingent provisions) are frequently over-deducted.
  • Not comparing NPA provisioning rates with the applicable RBI IRAC norms — incorrect categorisation (e.g., sub-standard instead of doubtful) understates provisions.
  • Treating analytical procedures as optional for operating expenses — they are a required substantive procedure to identify divergent trends.
Reference:
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