Expert Advisory Committee

ICAI-Expert Advisory Committee
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Query No. 43

 

Subject:           

Consideration of materiality in the application

of accrual basis of accounting.1

 

A. Facts of the Case

 

1. A government company is engaged in production of fertilisers and various  nitrogenous  chemicals.  The  company  has  four  manufacturing units of which at present only one is operational. The company also has six marketing centres for marketing the company’s products. Besides its own products, the company is also engaged in selling fertilisers and other ancillary products on consignment sales basis/outright purchase basis.

 

2. As  per  the  accounting  policy  of  the  company,  expenses  incurred upto Rs. 25,000 relating to a future period are expensed in the current year.

 

3. The  statutory  auditors  of  the  company,  in  their  report  to  the shareholders,  commented  that  the  company  has  not  complied  with Accounting Standard (AS) 1, ‘Disclosure of Accounting Policies’, issued by the Institute of Chartered Accountants of India, and section 209(3)(b) of the Companies Act, 1956, which prescribes accrual basis of accounting, with regard to pre-paid expenses incurred upto Rs. 25,000.

 

4. According  to  the  querist,  the  company  has  gone  through  the accounting  policies  of  various  companies  and  in  all  such  cases,  where companies  have  policy  to  charge  expenditure  upto  a  certain  amount, though  relating  to  a  future  period  in  the  current  period,  none  of  the auditors have issued a qualified report.

 

B. Queries

 

5. The querist has sought the opinion of the Expert Advisory Committee on the following issues:

 

        (a)        Whether  the  aforesaid  accounting  policy  of  the  company violates the  provisions of AS 1  and section 209(3)(b)  of the                      Companies Act, 1956.

 

        (b)        If the answer to (a) above is in the affirmative, then how there is a difference in interpretation of the same by different                             auditors whereby the same accounting treatment is commented upon in one of the accounts whereas not in the others.

 

C. Points considered by the Committee

 

6.The Committee notes that one of the major considerations governing the selection and application of an accounting policy is ‘materiality’. The Committee  notes  that  AS  1  requires  that  “financial  statements  should disclose all “material” items, i.e., items the knowledge of which might influence  the  decisions  of  the  user  of  the  financial  statements” (paragraph 17).

 

7. The  Committee  also  notes  paragraphs  3  to  7  of  the  Statement  on Standard Auditing Practices (SAP) 13, ‘Audit Materiality’, issued by the Institute of Chartered Accountants of India, which state as below:

 

“3. Information  is  material  if  its  misstatement  (i.e.,  omission  or erroneous statement) could influence the economic decisions of users taken on the basis of the financial information. Materiality depends on  the  size  and  nature  of  the  item,  judged  in  the  particular circumstances  of  its  misstatement.  Thus,  materiality  provides  a threshold  or  cut-off  point  rather  than  being  a  primary  qualitative characteristic which the information must have if it is to be useful.

 

 

4.  The  objective  of  an  audit  of  financial  information  prepared within a framework of recognised accounting policies and practices and relevant statutory requirements, if any, is to enable the auditor to express an opinion on such financial information. The assessment of what is material is a matter of professional judgement.

 

5. The concept of materiality recognises that some matters, either individually or in the aggregate, are relatively important for true and fair  presentation  of  financial  information  in  conformity  with recognised accounting policies and practices. The auditor considers materiality  at  both  the  overall  financial  information  level  and  in relation to individual account balances and classes of transactions. Materiality may also be influenced by other considerations, such as the legal and regulatory requirements, non-compliance with which may  have  a  significant  bearing  on  the  financial  information,  and considerations  relating  to  individual  account  balances  and relationships. This process may result in different levels of materiality depending on the matter being audited.

 

6. Although  the  auditor  ordinarily  establishes  an  acceptable materiality level to detect quantitatively material misstatements, both the amount (quantity) and nature (quality) of misstatements need to be considered. An example of a qualitative misstatement would be the inadequate or improper description of an accounting policy when it is likely that a user of the financial statements would be misled by the description.

 

7. The auditor needs to consider the possibility of misstatements of relatively small amounts that, cumulatively, could have a material effect on the financial information. For example, an error in a month- end (or other periodic) procedure could be an indication of a potential material misstatement if that error is repeated each month or each period, as the case may be.”

 

8. From the above, the Committee is of the view that though ‘accrual’ is one of the fundamental accounting assumptions, the materiality threshold is  applicable  to  this  accounting  assumption  also.  If  an  information  is immaterial on the consideration of materiality as mentioned in paragraphs 6 and 7 above, its accounting treatment would not have any effect on the decisions  of  the  users  of  the  financial  statements.  This  view  is  also supported  by  the  Preface  to  the  Statements  of  Accounting  Standards, issued by the  Institute of Chartered Accountants of  India, which states that “Accounting Standards are intended to apply only to items which are material” (paragraph 4.3). Accordingly, it needs to be ascertained under the facts and circumstances of the company concerned as to whether the amount of Rs. 25,000 would be material or not in respect of each item, or in  the  aggregate  and  that  would  provide  the  basis  for  its  accounting treatment.

 

9. The  Committee  is  also  of  the  view  that  materiality  needs  to  be determined under the specific facts and circumstances of each company keeping  in  view  as  to  how  it  affects  the  financial  statements  either individually or in the aggregate. Accordingly, levels of materiality may be different in different companies. Also, since the assessment of what is material is a matter of professional judgement, it is possible that different professionals may reach different conclusions.

 

D. Opinion

 

10. On the basis of the above, the Committee is of the following opinion on the issues raised in paragraph 5:

 

        (a)        The appropriateness of the accounting policy of the company as  stated  in  paragraph  2  above,  would  depend  upon  the                     considerations  of  materiality  determined  on  the  basis  of paragraphs 6 and 7 above. Accordingly, the accounting policy                     in  question  would  be  proper  provided  it  does  not  cross  the threshold of materiality.

 

        (b)        Since  the  levels  of  materiality  may  be  different  in  different companies  keeping  in  view  their  individual  facts  and                     circumstances,  the  auditors  may  reach  different  conclusions. Also, since the assessment of what is material is a matter                     of professional  judgement,  different  professionals  may  reach different conclusions.

 

 

1Opinion finalised by the Committee on 18.12.2001.