Arens,Loebbecke; Auditing,8/E
2000 Prentice Hall,Inc.
21
AUDIT OF THE CAPITAL
ACQUISITION AND
REPAYMENT
CYCLE
A Dishonest Client Will Get The Best
Of The Auditor Almost Every Time
Arens,Loebbecke; Auditing,8/E
2000 Prentice Hall,Inc.
4
Characteristics of the Capital Acquisition
and Repayment Cycle
1,Few transactions affect the account balances,but each
transaction is often highly material in amount.
2,The exclusion of a single transaction could be material
in itself.
3,There is legal relationship between the client entity and the holder
of the stock,bond,or similar ownership document
4,There is a direct relationship between the interest and dividends
accounts and debt and equity.
Arens,Loebbecke; Auditing,8/E
2000 Prentice Hall,Inc.
Accounts in the Cycle
Notes payable
Contracts payable
Mortgages payable
Bonds payable
Interest expense
Accrued interest
Cash in the bank
capital stock -- common
capital stock -- preferred
Paid-in capital in excess of par
Donated capital
Retained earnings
appropriations of retained earnings
Treasury stock
Dividends declared
Dividends payable Proprietorship
--capital account
Partnership -- capital account
Arens,Loebbecke; Auditing,8/E
2000 Prentice Hall,Inc.
FIGURE 21 - 1
Methodology for
Designing Tests of Details
of Balances for Notes Payable
Arens,Loebbecke; Auditing,8/E
2000 Prentice Hall,Inc.
FIGURE 21 - 2
Notes Payable and Related Interest Accounts
Arens,Loebbecke; Auditing,8/E
2000 Prentice Hall,Inc.
1,Proper authorization for the issue of new notes.
2,Adequate controls over the repayment of
principal and interest.
3,Proper documents and records.
4,Periodic independent verification.
Arens,Loebbecke; Auditing,8/E
2000 Prentice Hall,Inc.
FIGURE 21 -4
Types of Audit Tests
for the Capital
Acquisition and
Repayment Cycle
Notes Payable
Arens,Loebbecke; Auditing,8/E
2000 Prentice Hall,Inc.
FIGURE 21 -4
Owners’ Equity
and
Dividend Accounts
Arens,Loebbecke; Auditing,8/E
2000 Prentice Hall,Inc.
1,Recorded dividends exist (existence).
2,Existing dividends are recorded (completeness).
3,Dividends are accurately recorded (accuracy).
4,Dividends as paid to stockholders exist (existence).
5,Dividends payable are recorded (completeness).
6,Dividends payable are accurately recorded (accuracy).
Arens,Loebbecke; Auditing,8/E
2000 Prentice Hall,Inc.
Arens,Loebbecke; Auditing,8/E
2000 Prentice Hall,Inc.
Capital acquisition and repayment cycle
Capital stock certificate book
Closely held corporation
Independent registrar
Note payable
Publicly held corporation
shareholders’ capital stock master file
Stock transfer agent
2000 Prentice Hall,Inc.
21
AUDIT OF THE CAPITAL
ACQUISITION AND
REPAYMENT
CYCLE
A Dishonest Client Will Get The Best
Of The Auditor Almost Every Time
Arens,Loebbecke; Auditing,8/E
2000 Prentice Hall,Inc.
4
Characteristics of the Capital Acquisition
and Repayment Cycle
1,Few transactions affect the account balances,but each
transaction is often highly material in amount.
2,The exclusion of a single transaction could be material
in itself.
3,There is legal relationship between the client entity and the holder
of the stock,bond,or similar ownership document
4,There is a direct relationship between the interest and dividends
accounts and debt and equity.
Arens,Loebbecke; Auditing,8/E
2000 Prentice Hall,Inc.
Accounts in the Cycle
Notes payable
Contracts payable
Mortgages payable
Bonds payable
Interest expense
Accrued interest
Cash in the bank
capital stock -- common
capital stock -- preferred
Paid-in capital in excess of par
Donated capital
Retained earnings
appropriations of retained earnings
Treasury stock
Dividends declared
Dividends payable Proprietorship
--capital account
Partnership -- capital account
Arens,Loebbecke; Auditing,8/E
2000 Prentice Hall,Inc.
FIGURE 21 - 1
Methodology for
Designing Tests of Details
of Balances for Notes Payable
Arens,Loebbecke; Auditing,8/E
2000 Prentice Hall,Inc.
FIGURE 21 - 2
Notes Payable and Related Interest Accounts
Arens,Loebbecke; Auditing,8/E
2000 Prentice Hall,Inc.
1,Proper authorization for the issue of new notes.
2,Adequate controls over the repayment of
principal and interest.
3,Proper documents and records.
4,Periodic independent verification.
Arens,Loebbecke; Auditing,8/E
2000 Prentice Hall,Inc.
FIGURE 21 -4
Types of Audit Tests
for the Capital
Acquisition and
Repayment Cycle
Notes Payable
Arens,Loebbecke; Auditing,8/E
2000 Prentice Hall,Inc.
FIGURE 21 -4
Owners’ Equity
and
Dividend Accounts
Arens,Loebbecke; Auditing,8/E
2000 Prentice Hall,Inc.
1,Recorded dividends exist (existence).
2,Existing dividends are recorded (completeness).
3,Dividends are accurately recorded (accuracy).
4,Dividends as paid to stockholders exist (existence).
5,Dividends payable are recorded (completeness).
6,Dividends payable are accurately recorded (accuracy).
Arens,Loebbecke; Auditing,8/E
2000 Prentice Hall,Inc.
Arens,Loebbecke; Auditing,8/E
2000 Prentice Hall,Inc.
Capital acquisition and repayment cycle
Capital stock certificate book
Closely held corporation
Independent registrar
Note payable
Publicly held corporation
shareholders’ capital stock master file
Stock transfer agent