Expert Advisory Committee
ICAI-Expert Advisory Committee
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Query No. 22

Subject:           Accounting treatment of interest on Non-Performing Assets (NPAs) of a co-operative bank.[1]
A.        Facts of the Case
1.         A bank (hereinafter referred to as the ‘bank’) is a co-operative bank. The bank is enjoying the ‘Schedule Bank’ status since 1989. In the year 2001, the bank was registered under Multi-State Co-operative Societies Act, 1984. With this, the bank has opened a branch in Mumbai, economic capital of India and has become Multi-State Scheduled Co-operative Bank. The bank has developed in manifolds with the time. Membership (shareholders) of the bank has already crossed 2,50,000 mark which is a record by itself. The bank has more than 900 employees working across 29 branches and has various departments of its Head Office. As of 31st March, 2013, the bank has more than 9,56,000 deposit accounts and more than 46,000 advance accounts. As of now, the bank has deposit base of Rs. 2,700 crore and advances are to the tune of Rs. 1,700 crore.

2.         Few important financial parameters as of 31st March, 2013 are given hereunder:

                                              (Rupees in Crores)     


Particulars                             Amount
Deposits                                  2,572.13
Advances                                1,679.29
Total Income                               304.31
Total Expense                             264.94
Gross Profit                                   60.02
Net Profit                                      39.37

Particulars                                   %
Cost of Deposit                           8.50%
Yield on Advance                     13.20%
Yield on Investments                 8.68%
Weighted Cost of Fund              8.18%
Weighted Yield on Assets        10.65%
Net Spread                                  2.47%
Net Interest Margin                    3.14%
CRAR (Capital or Risk
Weighted Asset Ratio)             13.48%

At the outset, the querist has stated that it wishes to seek the opinion of the Expert Advisory Committee on treatment of interest on Non-Performing Asset (NPA) and its presentation in its financial statements vis-à-vis regulatory validity and effect on Gross NPA.

3. (A)   At present the bank is accounting for monthly interest on Non-Performing Assets (NPAs) as under:
                  Debit - Interest Receivable Account
                  Credit - Overdue Interest Reserve Account
(The querist has clairified that this entry would be passed through system without manual intervention and without routing it through the profit and loss account.)

            At the time of recovery of interest in NPA Accounts, the following book entries are passed:

                  Debit - Actual Inflow (Cash/Clearing/Transfer)
                  Credit - Profit and Loss Account (Interest Account)

                  and

                  Debit - Overdue Interest Reserve
                  Credit - Interest Receivable Account
Interest due on standard accounts is similarly accounted for by the bank on a monthly basis by initially debiting ‘Interest Receivable Account’ and crediting ‘Overdue Interest Reserve Account’, which is not routed through its profit and loss account.  At the time of preparation of balance sheet and the profit and loss account, i.e., at the end of every quarter, interest portion of standard account would be taken to the profit and loss account and the same would be clubbed in total advance (and not to individual advance account). Further, the following accounting entries would be passed through the system without manual intervention:
Debit - Overdue Interest Reserve Account
Credit - Interest Receivable Account
 and
Debit - Advances Account (all standard accounts clubbed amount)
Credit - Interest Account (P&L)
 On the very next day of the end of every quarter, the following accounting entries would be passed through the system without manual intervention:
 Debit:    Interest Receivable Account
Credit:   Overdue Interest Reserve Account
 Debit:                   Interest Account (P&L)
Credit:                  Advances Account (all standard accounts clubbed amount)

However, interest portion of NPA accounts will not be considered as income and hence, will not be taken into the profit and loss account and the same would simply form contra entries (Interest Receivable and Overdue Interest Reserve). The querist has also clarified the above entries by way of an example illustrated at Annexure A.

(B)       In case of recovery relating to NPA accounts, the allocation of the total amount recovered to various components, i.e., charges, principal and interest is done firstly to charges, secondly to principal and finally to interest. In case of Standard Accounts, the allocation of recovery is done firstly to charges, secondly to interest and finally to principal. The querist has stated that both the above treatments are being followed according to bank’s board resolution as per the discretion given by the Master Circular on Prudential Norms on Income Recognition, Asset Classification, Provisioning & Other Related Matters (Updated up to June 30, 2004) No. RBI/2004-05/286 UBD.BSD.IP.MC.No. 15/12.05.05/2004-05, dated December 2, 2004, relevant extract of which is given here under for reference of the Committee:

“7.1.6 Appropriation of recoveries
What is the practice to be adopted by banks regarding appropriation of recoveries in NPA Accounts?
In the absence of a clear agreement between the bank and the borrower for the purpose, banks should adopt an accounting principle and exercise the right of appropriation of recoveries in a uniform and consistent manner.”

4.         The querist has stated that Interest Receivable Account and Overdue Interest Reserve Account consist of overdue interest recovery in NPA accounts and standard advances for one month or in excess of one month’s interest. However, the majority amount of overdue interest is of NPA advances.

5.         The querist has also stated that as per the accounting system of the bank, it is maintaining memorandum accounts for each NPA account where monthly interest application, recovery amount etc., is recorded since it is prudent to not to credit the interest in the books. However, for record purpose, the bank is passing the entry as mentioned above. As on 31st March, 2013, the interest receivable and overdue interest reserve amount is Rs. 1004.52 crore as against total advances as of that day of Rs. 1,679.29 crore, which, as per the querist, shows the absurd figures. According to the querist, the alternative is to keep ‘Interest Receivable’ and ‘Overdue Interest Reserve’ as a note to balance sheet but the same is not permitted by the Reserve Bank of India in case of urban cooperative banks like the bank in the extant case.

B.        Query

6.         In view of the above, the querist has sought the opinion of the Expert Advisory Committee on correctness of the above accounting treatment or the alternative treatment, if any, suggested by the Committee.

C.        Points considered by the Committee

7.         The Committee notes that the basic issue raised in the query relates to accounting treatment of interest on NPA and the presentation thereof in the bank’s financial statements. The Committee, therefore, restricts itself to this issue and has not examined any other issue that may arise from the Facts of the Case such as, accounting for interest on performing advances or standard accounts, the reasonability of the balance in the ‘Overdue Interest Reserve’ Account vis-à-vis the aggregate balance of the advances, the manner and tenure of computation of the interest on non-performing advances, accounting for bank charges, correctness of various accounting entries passed by the bank, etc. At the outset, the Committee also wishes to point out that the Committee has expressed its opinion purely from accounting perspective and not from legal perspective, such as legal interpretation of RBI guidelines, etc. The Committee has, therefore, presumed that the accounting treatment being presently followed by the company is in line with the RBI guidelines issued from time to time.

8.         The Committee notes from the Facts of the Case that interest due on Non-Performing Assets (NPA) is accounted by the bank on a monthly basis by debiting ‘Interest Receivable Account’ and crediting ‘Overdue Interest Reserve Account’, which is not routed through its profit and loss account.  On receipt of interest on such NPA, the aforesaid entry is reversed to the extent of the interest received and the amount received is credited to the profit and loss account.

9.         The Committee further notes that the Reserve Bank of India Master Circular No. RBI/2004-05/286/UBD.BSD.IP.MC.No.15/12.05.05/2004-05 dated December 2, 2004 on Prudential Norms on Income Recognition, Asset Classification, Provisioning & Other Related Matters, as referred to by the querist in the extant case has been updated by Master Circular No. RBI/2014-15/74/DBOD.NO.BP.BC.9/21.04.048/2014-15 dated July 1, 2014. However, since the financial year 2012-13 has been referred to in the Facts of the Case, the Committee has considered Master Circular No. RBI/2012-13/64/ UBD.BPD.(PCB) MC No.3 /09.14.000/2012-13 dated July 2, 2012 in the extant case.  In terms of paragraph 4.5.3 of both the Master Circulars dated December 2, 2004 and July 2, 2012, “With a view to ensuring uniformity in accounting the accrued interest in respect of both the performing and non-performing assets, the following guidelines may be adopted notwithstanding the existing provisions in the respective State Co-operative Societies Act: (i) interest accrued in respect of non-performing advances should not be debited to borrowal accounts but shown separately under ‘Interest Receivable Account’ on the ‘Property and Assets’ side of the balance sheet and corresponding amount shown under ‘Overdue Interest Reserve Account’ on the ‘Capital and Liabilities’ side of the balance sheet.”  The Committee also notes that the balance sheet format prescribed under the Third Schedule to the Banking Regulation Act, 1949 (as applicable to co-operative banks) also requires these accounts to be presented in the similar way on the face of the balance sheet. Further, paragraph 4.1.1 of the Master Circular states that “the policy of income recognition has to be objective and based on the record of recovery. Income from non-performing assets (NPA) is not recognised on accrual basis but is booked as income only when it is actually received. Therefore, banks should not take to income account interest on non-performing assets on accrual basis”.

10.       The Committee notes from the above that in the extant case, considering the RBI Circular, the bank is not charging interest on NPA on accrual basis, i.e., when interest becomes due; rather, it is charging interest on receipt basis. The Committee further notes that in terms of the requirements of the RBI Circular, the ‘Interest Receivable Account’ and the ‘Overdue Interest Reserve Account’ in respect of interest receivable from NPA accounts, are reflected by the bank on the ‘Property and Assets’ side and ‘Capital and Liabilities’ side of the balance sheet, respectively. The Committee is of the view that ‘Interest Receivable Account’ and ‘Overdue Interest reserve account’ are of the nature of memorandum accounts, which should not be reflected in the balance sheet. In this regard, the Committee also notes that the similar RBI Circular in respect of commercial banks also recognises that accrued interest account in respect of NPA is a memorandum account and the interest receivable from NPA accounts should not be reflected in the balance sheet. Accordingly, the Committee is of the view that though treatment followed by the bank in the extant case to incorporate these memorandum accounts in the balance sheet is in compliance with RBI Circular, the same is not appropriate from the accounting principles perspective.

11.       Further, with regard to recognition of interest on NPA accounts, the Committee notes that as per paragraph 10 (c) of Accounting Standard (AS) 1, ‘Disclosure of Accounting Policies’, issued by the ICAI, accrual is one of the fundamental accounting assumption.  As per ‘accrual’, “Revenues and costs are accrued, that is, reognised as they are earned or incurred (and not as money is received or paid) and recorded in the financial statements of the periods to which they relate”.  Further, as per paragraph 16 of AS 1, “the primary consideration in the selection of accounting policies by an enterprise is that the financial statements prepared and presented on the basis of such accounting policies should represent a true and fair view of the state of affairs of the enterprise as at the balance sheet date and of the profit or loss for the period ended on that date”.  As per paragraph 17 of AS 1, one of the major considerations governing the selection and application of accounting policies is ‘Prudence’. As per ‘Prudence’, “In view of the uncertainty attached to future events, profits are not anticipated but recognised only when realised though not necessarily in cash”.

12.   The Committee also notes that as per paragraph 13 of Accounting Standard (AS) 9 ‘Revenue Recognition’, issued by the ICAI, “Revenue arising from the use by others of enterprise resources yielding interest, royalties and dividends should only be recognised when no significant uncertainty as to measurability or collectability exists”.  Accordingly, as per AS 9, to the extent and till the time such uncertainty of collection exists, revenue recognition should be postponed. The revenue needs to be recongised when it is reasonably certain that the ultimate collection will be made. The Committee also notes that paragraph 2.1.2 of the Reserve Bank of India Master Circular dated July 2, 2012 on Prudential Norms on Income Recognition, Asset Classification, Provisioning & Other Related Matters, inter alia, states that “with effect from March 31, 2004, a non-performing asset shall be a loan or an advance where: (i) Interest and / or installment of principal remain overdue for a period of more than 90 days in respect of a Term Loan”. Therefore, the Committee is of the view that when an advance becomes an NPA, it means that recoveries of dues (including interest) in respect of such NPA is not as per the agreed terms. Thus, in case of NPAs, there is an uncertainty of collection of interest as well as principal amount of the advance.  The Committee also notes that as per paragraph 4.1.1 of the Master Circular, a bank cannot recognise income (interest) on any advance which has become a Non-Performing Asset.  The Committee is of the view that similar principle is laid down in paragraph 13 of AS 9 for recognition of revenue by way of interest while requiring not to recognise revenue when significant uncertainty as to its collectability exists.  Accordingly, the Committee is of the view that the accounting treatment for recognition of revenue followed by the bank referred to in paragraph 10 above considering the guidelines of the Reserve Bank of India is in compliance with the provisions of AS 9. As far as the manner of appropriation of recoveries to interest portion, bank charges and to principal amount of advance is concerned, the Committee is of the view that appropriation/allocation is an internal matter of the bank and does not have any accounting considerations. The same should be decided by the bank keeping in view its regulatory environment.

13.       As far as presentation and disclosures in the financial statements are concerned, the Committee is of the view that apart from the disclosure requirements as per the RBI guidelines and Banking Regulation Act, where the revenue recognition is postponed, disclosures should also be made as per paragraph 14 of AS 9 which is reproduced below:

“14. In addition to the disclosures required by Accounting Standard 1 on ‘Disclosure of Accounting Policies’, (AS 1), an enterprise should also disclose the circumstances in which revenue recognition has been postponed pending the resolution of significant uncertainties.”

D.        Opinion

14.       On the basis of the above, Committee is of the view that although treatment followed by the bank to incorporate the ‘Interest Receivable Account’ and ‘Overdue Interest Reserve’ Account which are memorandum accounts in the balance sheet is in compliance with the RBI circular, same is not appropriate from the accounting perspective, as discussed in paragraph 10 above. The accounting treatment for recognition of revenue followed by the bank referred to in paragraph 10 above considering the guidelines of the Reserve Bank of India is in compliance with the provisions of AS 9, as discussed in paragraphs 11 and 12 above. Further, the Committee is of the view that apart from the disclosure requirements as per the RBI guidelines and Banking Regulation Act, disclosures should also be made as per paragraph 14 of AS 9, as discussed in paragraph 13 above.

 

Annexure A


Example:
·XYZ got cash credit (CC) from bank (withdrawn the amount) worth Rs. 5,00,00,000.00 (Rupees five crore) on 1st April, 2009. Interest rate was fixed at 13%.
·Until 30th June, 2009 above CC account was running satisfactorily, i.e., every month by 5th, interest amount was deposited promptly (4,55,000 -  4,74,000 -  5,40,000), Charges debited to the account worth Rs. 35,000.00 on 31st May, 2009 was paid on 3rd June, 2009.
·From 1st July, 2009 account remain fully utilised without having sufficient drawing power.
·For July, August and September, 2009 XYZ could not pay the interest on the above CC account and account remained overdrawn.
·On 1st October bank marked this account as NPA. At that time unrecovered interest amount was Rs. 16,42,668. Unrecovered charges were Rs. 55,000.00 (charged on 31st August, 2009).
·On 1st January, 2010 XYZ made payment of Rs. 15,00,000.
Accounting Entries

1st April, 2009
Cash Credit Account - XYZ  Dr.                                    5,00,00,000.00
                To Cash                                                                  5,00,00,000.00
(Being CC sanctioned amount withdrawn by XYZ from CC Account)

30th April, 2009
Interest Receivable Account  Dr.                                               4,55,000.00
To Overdue Interest Reserve Account                                                   4,55,000.00
(Being interest amount of XYZ CC account for the April 2009)

5th May, 2009
Cash Account  Dr.                                                             4,55,000.00
To Interest on CC Account                                                                  4,55,000.00
(Being April 2009 interest amount charged to XYZ CC Account received)

Overdue Interest Reserve Account Dr.                  4,55,000.00
       To Interest Receivable Account                                  4,55,000.00
(Being reversal of April 2009 Interest Receivable and Overdue Interest Reserve Account entry on actual amount recovered.)

31st May, 2009
Cash Credit Account - XYZ  Dr.                                    35,000.00
         To Charges Account                                         35,000.00
(Being charges paid on behalf of XYZ charged to CC XYZ Account.)

31st May, 2009
Interest Receivable Account  Dr.                                               4,74,000.00
              To Overdue Interest Reserve Account                         4,74,000.00
(Being interest amount of XYZ CC Account for the May, 2009)

3rd June, 2009
Cash Account Dr.                                              35,000.00
                To Cash Credit Account - XYZ                                        35,000.00
(Being charges amount debited to XYZ CC Account recovered)

5th June, 2009
Cash Account  Dr.                                             4,74,000.00
                To Interest on CC Account                              4,74,000.00
(Being May 2009 interest amount charged to XYZ CC Account received)

Overdue Interest Reserve Account Dr.  4,74,000.00
                To Receivable Account                                            4,74,000.00
(Being reversal of May 2009 Interest Receivable and Overdue Interest Reserve Account entry on actual amount recovered.)

30th June, 2009
Interest Receivable Account  Dr.                                               5,40,000.00
                To Overdue Interest Reserve Account                      5,40,000.00
(Being interest amount of XYZ CC Account for the June, 2009.)

5th July, 2009
Cash Account  Dr.                                                                             5,40,000.00
                To Interest on CC Account                            5,40,000.00
(Being June 2009 interest amount charged to XYZ CC Account received.)

Overdue Interest Reserve Account Dr.                                  5,40,000.00
                To Interest Receivable Account                                   5,40,000.00
(Being June 2009 reversal of Interest Receivable and Overdue Interest Reserve Account entry on actual amount recovered.)

31st July, 2009
Interest Receivable Account  Dr.                                               5,41,667.00
                To Overdue Interest Reserve Account                        5,41,667.00
(Being interest amount of XYZ CC Account for the July, 2009.)

31st August, 2009
Interest Receivable Account  Dr.                                               5,47,535.00
                To Overdue Interest Reserve Account                  5,47,535.00
(Being interest amount of XYZ CC Account for the August, 2009.)

31st August, 2009
Cash Credit Account - XYZ  Dr.                                                    55,000.00
                To Charges Account                                 55,000.00
(Being charges paid on behalf of XYZ charged to CC XYZ Account.)

30th September, 2009
Interest Receivable Account  Dr.                                               5,53,466.00
                To Overdue Interest Reserve Account               5,53,466.00
(Being interest amount of XYZ CC Account for the September, 2009.)

1st October, 2009
 XYZ CC Account turned NPA
Since the profit and loss account is not credited at the time of charging monthly interest and the same is credited to profit and loss account at the time of actual recovery, there is no need to pass any accounting entry.

 

_________________________

[1]Opinion finalised by the Committee on 24.7.2014.