audit

Concurrent Audit: Bank Concurrent Audit

Complete guide to concurrent audit in banks. Process, scope, and reporting requirements.

GetYourCA Team
8 April 2026·Updated 8 April 20261 min read12.5K views

Concurrent Audit#

Definition#

Concurrent audit is an examination of transactions on a continuous basis to ensure accuracy, authenticity, and compliance with procedures.

Purpose#

  • Real-time verification of transactions
  • Early detection of irregularities
  • Timely rectification
  • Strengthen internal controls

Scope in Banks#

  • Branch audit
  • Treasury operations
  • Loan portfolio
  • Trade finance
  • forex operations
  • IT systems

Process#

  1. Planning and scheduling
  2. Transaction verification
  3. Exception reporting
  4. Follow-up on observations
  5. Final report

Areas Covered#

  • Cash verification
  • Vault operations
  • Advances and loans
  • Clearing and remittances
  • Foreign exchange
  • Interest calculations

Reporting#

  • Daily/weekly exceptions
  • Monthly concurrent audit report
  • Quarterly certification

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GetYourCA Team

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Disclaimer

We have taken utmost care to research and write this article for your information. However, tax laws are complex and subject to frequent changes. This article is for general guidance only and should not be considered professional advice. Individual circumstances vary significantly — what works for one person may not apply to another.

Before making any tax-related decisions, we strongly recommend consulting with a qualified Chartered Accountant or tax professional who can assess your specific situation. We do not accept any liability for decisions made based on this information.

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