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Microlesson · 5-min read

Audit of Revenue Items — Income Recognition and NPA Rules

## Audit of Revenue Items (Profit & Loss Account)

### Auditor's Core Concern

The auditor must obtain reasonable assurance that:

  • Recorded income arose from transactions during the relevant period and pertains to the bank.
  • There is no unrecorded income and income is recorded at the appropriate amount.

### RBI's 1% Materiality Threshold

Income items exceeding 1% of total income (gross basis) or 1% of net profit before tax (net basis) must be recognised on accrual basis per AS 9. Items below this threshold may be recognised on receipt without audit qualification.

### Accrual vs. Cash Recognition

ConditionTreatment
Income where collection is reasonably certainAccrue (recognise as earned)
Income on Non-Performing Assets (NPAs)Do not recognise until actually realised

### NPA Income Rules — Critical Points

1. When an account is classified as NPA for the first time, reverse or provide for interest accrued and credited in the previous year that remains unrealised.

2. This rule applies to Government-guaranteed accounts as well.

3. Fees, commission, and similar income on NPAs must cease to accrue and must be reversed for past periods if uncollected.

4. Banks that wrongly recognised income in the past must reverse (if current year) or provide for (if prior year) the equivalent amount.

### Special Income Recognition Rules

TypeRule
Advances against Term Deposits, NSCs, IVPs, KVPs, Life policiesInterest may be taken to income on due date if adequate margin is available
Bills purchased / discountedDiscount must be apportioned between periods; unexpired discount recorded as 'Other Liabilities'
Bills for collectionCommission accrues only when the bill is actually collected from the drawee
Renegotiated/rescheduled debtFees/commissions spread over the extension period on accrual basis
Finance income on leased assets (NPA)Reverse unrealised accrued finance income per AS 19
Take-out finance (NPA)No income recognition unless actually realised from borrower/taking-over institution

### Partial Recoveries in NPAs

  • In absence of a clear agreement on appropriation, banks must adopt a uniform and consistent accounting policy.
  • Interest partly/fully realised in NPAs can be taken to income — but credits must not come from fresh/additional credit facilities to the same borrower.

### Memorandum Account

  • On turning NPA: reverse accrued interest by debiting P&L; stop further interest application.
  • Banks may continue recording accrued interest in a Memorandum Account for control purposes.
  • Memorandum account balances must not be included in Gross Advances.

### Income from Investments

StreamTreatment
Interest on Govt. securities, bonds, debenturesIncluded in interest income; broken-period interest paid on purchase and amortisation of premium on SLR investments is netted off
Profit/loss on sale of investmentsTaken to P&L account
Profit/loss on revaluationRecognised at periodic intervals per RBI guidelines; taken to P&L

Worked example

### Example 1

### Reversal of Income — When an Account Turns NPA

Scenario: ABC Ltd's CC account had interest of ₹5 lakhs accrued and credited to income in FY 2024-25. The account turns NPA on 31 March 2025 and ₹5 lakhs remains uncollected.

Treatment:

  • Debit Profit & Loss A/c ₹5 lakhs
  • Credit Interest Income A/c ₹5 lakhs (reversal)
  • Record ₹5 lakhs in Memorandum Account for control
  • Do not include in Gross Advances computation
  • In FY 2025-26, do not accrue any further interest unless actually received

If partial recovery of ₹2 lakhs received in FY 2025-26:

  • Verify this ₹2 lakhs is not from a fresh credit facility to the same borrower
  • If genuine recovery: credit ₹2 lakhs to income per AS 9 (certainty of realisation established)

### Example 2

### Bills Purchased — Apportionment of Discount

Scenario: On 1 February 2025, bank discounts a 90-day bill for ₹1,00,000 at 12% p.a.

Total discount = ₹1,00,000 × 12% × 90/365 = ₹2,959

Days in FY 2024-25 (Feb 1 – Mar 31) = 59 days

Days in FY 2025-26 (Apr 1 – Apr 30 maturity) = 31 days

Income FY 2024-25 = ₹2,959 × 59/90 = ₹1,940

Unexpired discount (Other Liabilities) = ₹2,959 × 31/90 = ₹1,019

Auditor checks: Is the unexpired portion ₹1,019 reflected under 'Other Liabilities' and not included in income of FY 2024-25?

⚠️ Common exam mistakes

  • Recognising interest income on NPA accounts on accrual basis — income on NPAs must only be recognised when actually realised.
  • Forgetting that the NPA reversal rule applies to Government-guaranteed accounts — students often think the guarantee removes the NPA risk.
  • Not apportioning discount on bills purchased between years — the full discount is not income of the year of purchase.
  • Netting interest paid on rediscounting of bills against discount earned — RBI prohibits this netting.
  • Including Memorandum Account balances in Gross Advances — they are off-balance-sheet control records only.
  • Allowing appropriation of partial NPA recovery from fresh credit to the same borrower — this is a prohibited circular transaction.
Reference:
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