Back to the trackFinancial Reporting Accountant

Account substantiation: balance to assertion

Account substantiation begins with the assertion, then proves population and roll-forward and selects appropriate procedure and evidence. A 0.00 difference proves tie, not completeness or existence. Open items have owner, evidence and closure condition. Presentation and disclosure form part of the conclusion, and the reviewer reperforms before approval.

Lecture preview

What this lecture contains

  1. Accounting learning outcomes
  2. Accounting case and facts
  3. Accounting treatment
  4. Supporting documents
  5. Worked cases and entries
  6. Posting and controls
  7. Required workpaper
  8. Work files and downloads
  9. Test the treatment with other figures
  10. Staged accounting case
  11. Treatment and review errors
  12. Error log
  13. Treatment and control summary
  14. Professional question
  15. Check your understanding
  16. On video

What an ORIX account adds

  • The full explanation, worked examples and drawn documents.
  • The workpaper, decision card and lab in the platform tool.
  • A marked check, then a resume point and readiness derived from your work.
  • A record and portfolio that follow your account to another device.

Create an account to open the remaining lectures and keep your work, then move among tracks, tools and your record from the same place.

Create an account and continueExplore every track