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Microlesson · 5-min read

Materiality – Assumptions About Users and Benchmark Selection

## Materiality: User Assumptions and Benchmark Selection

### What is Materiality?

Materiality is a threshold below which misstatements are considered insignificant. Determining it requires professional judgment and is shaped by the auditor's perception of what users need from financial statements.

### Reasonable Assumptions About Users (SA 320)

The auditor may reasonably assume that users:

  • Have reasonable knowledge of business, economics, and accounting, and study financial statements with reasonable diligence.
  • Understand that financial statements are prepared and audited to certain levels of materiality.
  • Recognize inherent uncertainties in estimates, judgments, and future-event considerations.
  • Make reasonable economic decisions based on the information provided.

> Key point: The auditor does NOT assume users are experts or that they read every footnote in detail.

### Selecting the Right Benchmark

A percentage is typically applied to a chosen benchmark as a starting point for overall materiality. The choice of benchmark is not mechanical — several factors guide it:

FactorHow It Affects Benchmark Choice
Elements of financial statements (assets, liabilities, equity, revenue, expenses)Directs focus to the most significant line items
What users focus on (e.g., profit, revenue, net assets)Benchmark should mirror user focus
Nature, life-cycle stage, industry, ownership structuree.g., a debt-financed entity → users focus on assets/claims, not earnings
Relative volatility of the benchmarkA volatile benchmark may not give a stable materiality figure

### Practical Example Logic

For a retail company opening new stores and closing underperforming ones:

  • Revenue is volatile and distorted by expansion/contraction → may not be the most stable benchmark.
  • Auditors should consider whether net assets or gross profit provides a more stable and representative base.

Worked example

### Example 1

CA Y is auditing a company and making materiality judgments. He assumes users will study financial statements with 'reasonable diligence.' This is a valid assumption under SA 320 — it does not require users to be specialists, but it does expect them to engage meaningfully with the information.

Four reasonable assumptions CA Y may make:

1. Users have reasonable knowledge of business, economics, and accounting.

2. Users understand that financial statements are prepared to materiality levels.

3. Users recognise inherent uncertainties in estimates and judgments.

4. Users make rational economic decisions based on the statements.

### Example 2

Calen Retail Ltd. used revenue as its materiality benchmark. However, it recently opened new stores and closed underperforming ones — making revenue volatile.

Factors auditors should consider:

  • Is revenue truly representative given rapid store changes? (Volatility concern)
  • What do users of Calen's statements focus on — profitability or asset base?
  • Since it is in a growth phase (life-cycle stage), investors may focus on net assets or EBITDA.
  • A more stable benchmark (e.g., gross profit or total assets) might be preferable.

⚠️ Common exam mistakes

  • Assuming the benchmark must always be revenue or profit — the correct choice depends on entity-specific factors including nature, life-cycle stage, and what users focus on.
  • Treating materiality determination as purely mathematical (just apply 5%) without considering professional judgment and context.
  • Ignoring the volatility of the chosen benchmark — a volatile base produces an unstable materiality threshold.
  • Confusing 'reasonable user' with 'expert user' — users are assumed to be knowledgeable but not specialists.
Reference: — SA 320 – Materiality in Planning and Performing an Audit
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