CPA Exam Lab
All patterns
Evidence and assertions

The Substantive Design

Match the procedure to the risk: significant risks need tests of details, not analytics alone.

How the exam words it

The playbook

  1. 1For a significant risk, perform tests of details, substantive analytics alone are not sufficient and inquiry alone never is.
  2. 2Design procedures around the risky assertion, revenue occurrence gets cutoff testing, vouching, and confirmation.
  3. 3After interim testing, cover the remaining period to year-end with additional substantive work.

The trap

Relying on substantive analytics alone for a significant risk. Significant risks demand tests of details.

How the exam varies it

The same pattern, re-skinned along these axes:

Which risk level and assertionAnalytics, tests of details, or inquiryInterim versus year-end timing

Drill this pattern

8 questions of The Substantive Design from across the AUD topics. Clear it by getting 5 right with a streak of 3.

Shows up in 3 AUD topics