AUDLesson 3 of 5

The Audit Process

Concept

Four Phases

(1) Planning — understand the client, assess risk, set materiality. (2) Internal Control Testing — evaluate design and operating effectiveness of controls. (3) Substantive Testing — directly test account balances and transactions. (4) Completing & Reporting — form the audit opinion, issue the report.
Concept

Audit Evidence

Auditors gather evidence through inspection, observation, inquiry, external confirmation, recalculation, reperformance, and analytical procedures. Evidence must be both sufficient (quantity) and appropriate (quality — relevant and reliable).
Key Point

Materiality

Materiality is the threshold above which a misstatement could influence user decisions. Auditors set materiality during planning. It drives the nature, timing, and extent of audit procedures.
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Practice Questions