CPA AUD · Forming Conclusions and Reporting · Free Lesson

Comparative Statements and Consistency Between Periods

Free CPA AUD (Auditing & Attestation) lesson in Forming Conclusions and Reporting. 32 min read, ~4,745 words.

A continuing auditor signs the current-year report on a calendar-year client and notices that the prior-year column has been restated for an inventory error worth $1.8 million. Last year's report from this firm said the prior period was fairly stated. This year, the prior period numbers have changed. Reissue last year's report, update it, refer to a predecessor, or add a paragraph? The exam tests exactly this fork: the answer depends on whether the auditor is continuing or predecessor and whether the prior-period information has been revised.

HIGH-FREQUENCY: Four sections of the AICPA clarified standards run the reporting machinery for comparative statements. AU-C 700 sets out the unmodified opinion and the report structure. AU-C 705 explains how to modify that opinion when there is a material misstatement or scope limitation: qualified, adverse, or disclaimer. AU-C 706 covers communicating other matters via EOM and OM paragraphs that do not modify the opinion. AU-C 708 deals specifically with consistency: how to report when comparability between periods has been affected by an accounting change or error correction.

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Common mistakes

Bottom line

Exam shortcut

When a question describes a continuing auditor on comparative statements, default to one report, opinion on each period, updated prior-year opinion at the current-year date. The OM paragraph appears only if the updated prior-year opinion differs from the originally issued opinion. When a question describes a predecessor and successor, ask whether the predecessor reissues.

The full lesson (about 4,745 words, 32 min read) adds 8 worked examples, all 5 common mistakes, a self-check, free in the app.

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