Sarbanes Oxley 404

Section 404 of the Sarbanes-Oxley Act requires management and auditors to establish internal controls and procedures for financial reporting. It mandates that companies assess and report on the effectiveness of their internal control over financial reporting (ICFR).

What is SOX 404?

SOX 404 requires public companies to establish and maintain adequate internal controls over financial reporting and to assess their effectiveness annually. It applies to all publicly traded companies in the United States and their subsidiaries.

The regulation aims to prevent financial fraud and ensure the accuracy and reliability of financial statements by requiring management to take responsibility for internal controls and auditors to provide an independent assessment.

Key Benefits

  • Enhanced financial reporting accuracy

  • Reduced risk of financial fraud

  • Improved investor confidence

  • Stronger governance framework

Core Components of SOX 404

SOX 404 compliance involves multiple components working together to ensure effective internal controls over financial reporting.

Management Assessment

Management must evaluate and report on the effectiveness of internal controls over financial reporting using a recognized framework like COSO.

Internal Controls

Design and implementation of controls to prevent or detect material misstatements in financial statements and ensure reliable financial reporting.

Documentation

Comprehensive documentation of control processes, procedures, and evidence to support the effectiveness of internal controls.

Testing &
Monitoring

Regular testing of controls to ensure they are operating effectively and continuous monitoring to identify and address deficiencies.

Deficiency Management

Processes for identifying, evaluating, and remediating control deficiencies, including material weaknesses that could affect financial reporting.

Audit
Coordination

Coordination with external auditors who must provide an independent opinion on the effectiveness of internal controls over financial reporting.

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