Expert Advisory Committee
ICAI-Expert Advisory Committee
Options:

Query No. 22

Subject:

Valuation of food stuff held in stock to be distributed to

tea-plantation workers at subsidised rate.1

A. Facts of the Case

1. A public sector company is carrying on a business, which, inter alia, includes cultivation and manufacturing of black tea. The querist has informed that as per the Plantations Labour Act, 1951, the company is required to distribute food stuff to the workers at a subsidised rate as welfare expenditure. Accordingly, the company purchases such food stuff in bulk and maintains the stock, so that the same is available for distribution at the appropriate time. The said food stuff is purchased at the ‘pool rate’ as fixed from time to time by the appropriate authority and issued to the workers at a subsidised rate. The loss, i.e., difference between the pool rate (bulk quantity rate) and the subsidised rate is booked in the accounts as ‘loss on food stuff’ when such food stuff is issued to the workers. As per the querist, this practice is followed by the tea industry.

2. During the closing of accounts for the year 2005-06, the company made a provision of Rs.16.54 lakh for the first time (emphasis supplied by the querist), being the difference of pool rate and subsidised rate applied over the total quantity of stock of food stuff lying on 31.03.06 at various gardens of the company. As per the querist, this provision was made on the consideration of prudence, since, the loss is ascertained in the following months as and when such stock is issued.

3. In the next year, i.e., 2006-07, as per the querist, the company realised that as the loss is booked on actual basis every year once the food stuff is issued, and, since this practice is followed consistently over the years (emphasis supplied by the querist) by the company and also by tea industry, creation of provision in one year and write back of such provision in subsequent year to book actual loss on food stuff is not practicable. Moreover, as per the querist, food stuff is not covered under the definition of ‘inventories’ as per Accounting Standard (AS) 2, ‘Valuation of Inventories’, being neither an item of material /supplies to be consumed in production process nor to be held for sale in the ordinary course of business / in the process of production for such sale. Accordingly, as per the querist, the principle of inventory valuation as per AS 2, which requires valuation of inventories at ‘lower of cost and net realisable value’ is not applicable in case of food stuff. In addition, such food stuff is distributed to tea workers at a subsidised rate as welfare expenditure and the differential amount between pool rate and subsidised rate is concurrently charged off in the accounts in the year of consumption/ distribution. In effect, the differential amount is recognised as expense when services are rendered by the employees. Any balance left out is valued and accounted for at the pool rate, which, in general, remains lower than the market rate. Considering the facts stated above, the company, in the year 2006-07, wrote back the provision of Rs.16.54 lakh (created in the year 2005-06) and did not create any provision against closing stock of food stuff in the year 2006-07.

4. As per the querist, the auditors insisted that once the provision has been made in the year 2005-06, though for the first time, the same principle has to be continued in the year 2006-07 and nonprovisioning of the same has understated the loss for the year as well as the amount of the provision, which, according to their calculation, is to the extent of Rs.21.72 lakh.

B. Query

5. The querist has sought the opinion of the Expert Advisory Committee as regards correctness of the treatment given by the company in the year 2006-07 by not making provision against closing stock of food stuff to the tune of Rs. 21.72 lakh in compliance with the generally accepted accounting principles and treatment adopted in tea industry together with adherence to AS 2.

C. Points considered by the Committee

6. The Committee notes that the basic issue raised by the querist relates to the appropriateness of non-provision of difference between pool rate and subsidised rate in respect of quantity of food stuff in stock as on 31.03.2007 and relevance of AS 2 to the valuation of such stock. Therefore, the Committee has examined only these issues and has not examined any other issue that may be contained in the Facts of the Case.

7. The Committee notes the following paragraphs from Accounting Standard (AS) 15, ‘Employee Benefits’:

      “5. Employee benefits include benefits provided to either employees or their spouses, children or other dependants and may be settled by payments (or the provision of goods or services) made either:

      (a) directly to the employees, to their spouses, children or other dependants, or to their legal heirs or nominees; or

      (b) to others, such as trusts, insurance companies.”

      Employee benefits are all forms of consideration given by an enterprise in exchange for service rendered by employees.”

      “Short-term employee benefits are employee benefits (other than termination benefits) which fall due wholly within twelve months after the end of the period in which the employees render the related service.”


       “8. Short-term employee benefits include items such as:

           (a) wages, salaries and social security contributions;

           …

         (d) non-monetary benefits (such as medical care, housing, cars and free or subsidised goods or services) for current employees.”

8. From the above, the Committee notes that distribution of food stuff to workers at subsidised rate is a short-term employee benefit as defined in AS 15 and the accounting treatment of the said benefit should be in accordance with AS 15 irrespective of whether any stock of food stuff is maintained.

9. The Committee notes the following definition given in AS 2:

       “Inventories are assets:

       (a) held for sale in the ordinary course of business;

       (b) in the process of production for such sale; or

       (c) in the form of materials or supplies to be consumed in the production process or in the rendering of services.”


The Committee agrees with the querist that food stuff meant for distribution to workers at subsidised rate is not inventory as per the definition quoted above, and hence, the valuation principles stipulated in AS 2 are not applicable for the food stuff held in stock. The Committee is of the view that the food stuff should be valued at cost only. However, where the stock of food stuff represents entitlement of the workers to buy food stuff for the services already rendered, the value of such food stuff should be reduced by the amount recognised as employee cost under AS 15, and accordingly, such food stuff should be disclosed at the value to be recovered from the workers, i.e., the concessional price. The Committee is of the view that for determining the cost of food stuff and cost formula to be used for determining cost of food stuff in stock, the principles enunciated in AS 2 should be followed. Further, if there is any shortage, to that extent stock value of food stuff should be written down. If there is any damaged stock which can be disposed of, it should be valued at the lower of cost and expected net disposal proceeds. However, in the view of the Committee, the aforesaid is subject to the considerations of materiality as explained in paragraph 17(c) of Accounting Standard (AS) 1, ‘Disclosure of Accounting Policies’, and various provisions of Standard on Auditing (SA) 320 (AAS 13), ‘Audit Materiality’, issued by the Institute of Chartered Accountants of India.

D. Opinion

10. On the basis of the above, the Committee is of the opinion that the non-making of provision against closing stock of food stuff in the year 2006-07 is correct having regard to the applicable accounting principles and inapplicability of AS 2 to valuation of closing stock of food stuff in the facts and circumstances of the case. However, the stock of food stuff should be valued keeping in view the considerations stated in paragraphs 8 and 9 above.


 

1 Opinion finalised by the Committee on 17.7.2008