Get the free pfma compliance checklist

PFMA CHECKLIST FOR PUBLIC ENTITIES CORPORATE MANAGEMENT NO. SECTION DESCRIPTION Accounting Authority TR 27. THE PFMA AND TREASURY REGULATION COMPLIANCE REPORTING SCHEDULE No Schedule Report or document 5 3A 3C 6 3A 3C 7 3A 3C 8 2 3B 3D 10 2 3B 3D Any documents returns etc required AFS Audited AFS Auditors report Budget of estimated revenue and Report on actual revenue and expenditure for the quarter Report on compliance to the PFMA Date Auditors treasury if business entity treasury AG if didn...

How to fill out pfma compliance checklist form

How to fill out pfma checklist:

1. Begin by gathering all necessary information and documentation related to financial management.
2. Review the checklist carefully to understand the requirements and items that need to be addressed.
3. Start by filling in your organization's name and contact details at the top of the checklist.
4. Go through each item on the checklist one by one and provide the required information or attach relevant documents where necessary.
5. Ensure accuracy and completeness in your responses, providing clear and concise information.
6. Once you have filled out all the sections of the checklist, review it again to make sure nothing is missed or incomplete.
7. Obtain any necessary approvals or signatures as designated by your organization's policies or procedures.
8. Keep a copy of the completed checklist for your records.
9. Submit the filled out pfma checklist to the relevant department or authority within your organization.

Who needs pfma checklist:

1. Organizations that are bound by the Public Finance Management Act (PFMA) or any similar legislation or regulations.
2. Government agencies, public entities, or state-owned enterprises that have a responsibility for financial management and accountability.
3. Entities that receive public funds or that are involved in public financial management.

For pdfFiller’s FAQs

How do I make changes in pfma compliance checklist form?

With pdfFiller, the editing process is straightforward. Open your pfma compliance checklist form in the editor, which is highly intuitive and easy to use. There, you’ll be able to blackout, redact, type, and erase text, add images, draw arrows and lines, place sticky notes and text boxes, and much more.

Can I create an eSignature for the pfma compliance checklist form in Gmail?

Use pdfFiller's Gmail add-on to upload, type, or draw a signature. Your pfma compliance checklist form and other papers may be signed using pdfFiller. Register for a free account to preserve signed papers and signatures.

How do I fill out pfma compliance checklist form on an Android device?

On Android, use the pdfFiller mobile app to finish your pfma compliance checklist form. Adding, editing, deleting text, signing, annotating, and more are all available with the app. All you need is a smartphone and internet.

What is pfma?

PFMA stands for Public Finance Management Act, which is legislation aimed at regulating financial management in the public sector to ensure transparency, accountability, and effective resource management.

Who is required to file pfma?

Organizations or entities that fall under the jurisdictions of public finance laws, such as government departments and state-owned enterprises, are required to comply with the PFMA.

How to fill out pfma?

To fill out a PFMA report, entities must gather necessary financial data, follow prescribed formats, complete the relevant sections accurately, and submit it to the appropriate oversight body within the stipulated deadlines.

What is the purpose of pfma?

The primary purpose of the PFMA is to promote efficient, effective, and transparent financial management in the public sector, ensuring that public resources are managed in a responsible manner.

What information must be reported on pfma?

PFMA reporting typically requires disclosure of financial statements, budget performance reports, compliance with financial management regulations, and other fiscal data relevant to public fund management.