| The misuse or misunderstanding of the proper | | | | CPAs to perform additional procedures to help |
| application of materiality can lead to manipulating | | | | detect potentially fraudulent actions. SAS No. 82, |
| reported income through "earnings management" | | | | Consideration of Fraud in a Financial Statement |
| techniques. This type of fraudulent financial | | | | Audit, meets the public's expectations of |
| reporting receives ample attention in the financial | | | | assurance that financial statements are devoid of |
| press. This is a subject relevant to the | | | | material misstatement caused by error or fraud. |
| preparation and audit of all financial statements. | | | | SAS no. 82 is designed to help define the |
| SEC Staff Accounting Bulletin (SAB) no. 99, | | | | responsibilities of the auditor in detecting fraud. |
| Materiality, helps advise preparers and independent | | | | Errors that are unintentional can occur at any time |
| auditors how to evaluate materiality | | | | or place causing unpredictable financial statement |
| misstatements in the financial reporting and | | | | effects. A thorough internal control system can |
| auditing processes considering certain GAAP and | | | | reduce the risk of material errors. Fraud, |
| the federal securities laws that relate to | | | | however, is intentional and is usually accomplished |
| materiality. | | | | by avoiding internal controls. Fraud is difficult to |
| Materiality is defined by the FASB as, "The | | | | detect using internal controls and requires the |
| magnitude of an omission or misstatement of | | | | expertise of the auditor. |
| accounting information that, in the light of | | | | SAS No. 82 provides auditors with guidelines on |
| surrounding circumstances, makes it probable that | | | | how to address potential fraudulent situations in a |
| the judgment of a reasonable person relying on | | | | financial statement audit. It describes the different |
| the information would have been changed or | | | | types of fraud and advises the auditor of how to |
| influenced by the omission or misstatement." The | | | | differentiate between the risk of material fraud, |
| criteria for determining materiality by the FASB is | | | | fraudulent financial reporting, and misappropriation |
| that if the presentations of financial information | | | | of assets. SAS also requires auditors to record |
| are to be prepared economically on a timely basis | | | | the risk factors identified and their response to |
| and presented formally, then the concept of | | | | them in both employee and management fraud. |
| materiality is crucial. Misstatements occurring from | | | | Employee fraud usually involves the |
| clerical error or adjustments for missed invoices | | | | misappropriation of assets or improper record |
| are not required to always be corrected as long | | | | keeping. Employees are known to commit fraud |
| as the error is identified in the audit process and | | | | due to or in combination with various factors: |
| management is notified. | | | | 1) Emotional duress |
| Reliance on quantitative benchmarks to determine | | | | 2) A perceived opportunity to get away with |
| whether items are material to the financial | | | | something |
| statements is not acceptable. Qualitative, as well | | | | 3) Resentment due to perceived pay inequity. |
| as quantitative factors, must be considered in | | | | Management fraud usually involves manipulative |
| determining the materiality of differences and/or | | | | financial reporting. There are several incentives for |
| omissions. Abuse of materiality, errors that are | | | | management fraud. They include: |
| intentionally recorded within a defined percentage | | | | 1) Incentive to affect stock price |
| ceiling, and then dismissed as not enough to | | | | 2) Expectations of investors |
| affect the bottom line, is not tolerated as well. | | | | 3) To avoid debt |
| The SAB describes several qualitative factors that | | | | 4) To avoid tax liability |
| management and auditors can refer to when | | | | 5) To meet budget |
| determining the materiality of misstatements. In a | | | | 6) To influence creditors |
| financial statement, a quantitatively small | | | | 7) To achieve bonuses |
| misstatement may become material if: | | | | 8) To avoid punishment. |
| 1) The misstatement came from an item that | | | | To avoid the fraudulent activities of employees |
| can be precisely measured. | | | | and management several things need to be |
| 2) It is from an estimate. | | | | implemented. Internal controls must be maintained |
| 3) It disguises a change in earnings. | | | | to insure ethical practices are maintained. Top |
| 4) It covers up a failure to meet analysts' | | | | management's support of internal control must be |
| expectations of the endeavor. | | | | assured so as to not lose its effectiveness. |
| 5) It changes a loss into income. | | | | Unusual or difficult transactions should be |
| 6) It involves a portion of the business that has | | | | monitored thoroughly. Top management sets the |
| been classified as a significant business segment | | | | tone for financial activity, if the ethical code is |
| regarding profitability. | | | | weak, a third party must become involved. |
| 7) It affects the business's ability to adhere to | | | | SAS No. 82 provides that the auditor accepts |
| regulations. | | | | responsibility for detecting fraudulent practices and |
| 8) It affects the business's ability to comply with | | | | communicating with managers. It also contains |
| contractual obligations. | | | | performance guidelines to assess the risk of |
| 9) It effects the management's incentive | | | | material misstatement due to fraud and how to |
| compensation. | | | | respond to the risks involved. This standard raises |
| 10) It involves the covering up of illegal activity. | | | | public expectations and gives auditors greater |
| The appropriate use of materiality should | | | | responsibility in assuring that fraudulent practices |
| strengthen the effectiveness of financial | | | | no longer go undetected.2. |
| reporting.1. | | | | 1. C. Terry Grant, "Earnings Management And The |
| The American Institute of Certified Public | | | | Abuse Of Materiality." Journal of Accountancy |
| Accountants' (AICPA) Auditing Standards Board | | | | (September, 2000) |
| recently issued a new standard that requires | | | | 2. Alan Reinstein; Gregory A. |