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1. Which financial accounts for ABC Company are affected by the fraudulent activ

ID: 2479344 • Letter: 1

Question

1. Which financial accounts for ABC Company are affected by the fraudulent activities and how much? Identify and calculate the monetary effects on financial accounts.

PART I:    FINANCIAL IMPACT OF THE FRAUD

AMOUNT THAT COULD BE CALCULATED UNTIL NOW:

Parts taken out of the inventory and the related amount were invoiced without the knowledge of the customers, receivable sitting as open item in the system:

$50,801

Amount that was invoiced, signed with a fake stamp and collected from the customer in cash that was not posted in company accounts:

$14,146

Parts taken out of the inventory on the basis of open job orders but not physically present anywhere in the warehouse:

$36,396 (at cost)

Parts that were reserved in the system in the name of a customer but physically not present anywhere in the warehouse:

$30,814 (at cost)

Amount that was borrowed from the company but not paid back:

$6,500

Product code modifications made over 4 years (changing product codes of expensive auto parts stolen from the warehouse to paint product codes, an uncountable (liquid) product category)

$408,537*

Some auto parts taken out of the warehouse with unauthorized/unapproved job orders

$55,934

TOTAL CALCULATED AMOUNT: $603,128

* Examples for parts whose product codes were changed to paint are as follows: expensive accessories sold at the Boutique ($22,200), steel tire rim ($24,050), tyres ($11,100), injector ($6,660), Screen & Mirrors ($18,500), headlamps ($6,013), hydraulic suspension & compressor ($8,048), arm-rest tool ($4,625), indicator panel ($4,255), refrigerator ($2,775), cabrio-type car ceiling ($5,365)

ATTACHMENT 2: FINANCIALS

(All figures are in NZ'000)

ABC Company 31/12/XX

Balance Sheet

ASSETS

LIABILITIES

Banks

3,500

Loans

25,000

Trades Receivable

12,000

Trade Payables

30,000

Other Receivables

2,500

Other Payables

5,000

Investments

6,000

Accrued Liabilities

9,000

Inventories

35,000

Provisions

10,000

Property Plant Equipment- net

37,950

Paid Capital

10,000

Reserves

6,350

Current year P/L

1,600

TOTAL ASSETS

96,950

TOTAL LIABILITIES

96,950

Profit & Loss Statement

Revenues

100,000

Cost of Sales

85,000

Gross Profit

15,000

Operating Expenses

10,500

Operating Profit

4,500

Non-operating Expenses

2,500

Profit Before Tax

2,000

Tax

400

Profit After Tax

1,600

(All figures are in NZ'000)

ABC Company 31/12/XX

Balance Sheet

ASSETS

LIABILITIES

Banks

3,500

Loans

25,000

Trades Receivable

12,000

Trade Payables

30,000

Other Receivables

2,500

Other Payables

5,000

Investments

6,000

Accrued Liabilities

9,000

Inventories

35,000

Provisions

10,000

Property Plant Equipment- net

37,950

Paid Capital

10,000

Reserves

6,350

Current year P/L

1,600

TOTAL ASSETS

96,950

TOTAL LIABILITIES

96,950

Profit & Loss Statement

Revenues

100,000

Cost of Sales

85,000

Gross Profit

15,000

Operating Expenses

10,500

Operating Profit

4,500

Non-operating Expenses

2,500

Profit Before Tax

2,000

Tax

400

Profit After Tax

1,600

Explanation / Answer

Which financial accounts for ABC Company are affected by the fraudulent activities and how much? Identify and calculate the monetary effects on financial accounts.

1. Parts taken out of the inventory and the related amount were invoiced without the knowledge of the customers, receivable sitting as open item in the system:
$50,801 -
This affects the receivables and should be reduced from the receivables amount. It should b debited to a fraud account which should be charged to the retained earnings or a reserve.

2. Amount that was invoiced, signed with a fake stamp and collected from the customer in cash that was not posted in company accounts:
$14,146
This amount should be recovered from the employee and until then, it should be recognised in the company’s books as an accounts receivable.

3. Parts taken out of the inventory on the basis of open job orders but not physically present anywhere in the warehouse:
$36,396 (at cost)
The inventory must be debited with this amount , if it hasn’t already been. In addition, it should be recognised as a receivable claim or as an asset receivable under litigation.
4. Parts that were reserved in the system in the name of a customer but physically not present anywhere in the warehouse:
$30,814 (at cost)
The inventory must be debited with this amount , if it hasn’t already been. In addition, it should be recognised as a receivable claim or as an asset receivable under litigation.
5. Amount that was borrowed from the company but not paid back:
$6,500
It should be removed from the head ‘advance to emplyees’ and should be recognised as an asset under litigation.
6. Product code modifications made over 4 years (changing product codes of expensive auto parts stolen from the warehouse to paint product codes, an uncountable (liquid) product category)
$408,537*

This would be recognised as a loss.

7. Some auto parts taken out of the warehouse with unauthorized/unapproved job orders
$55,934
This would have no financial effect as the parts must have already been debited to the inventory when they would have been taken out.