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School District Statement of Financial Information (SOFT)School District No. 63 (Saanich) Fiscal Year Ended June 30, 2022School District Statement of Financial Information (SOFT) School District No.
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Gather all the necessary financial documents such as bank statements, tax returns, investment statements, and pay stubs.
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List all sources of income including salary, bonuses, alimony, and any other income.
03
Calculate monthly expenses including rent/mortgage, utilities, groceries, and any other regular expenses.
04
List all assets such as property, vehicles, investments, and savings accounts.
05
List all liabilities such as credit card debt, student loans, and mortgages.
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Complete all required sections of the statement of financial information form accurately and thoroughly.
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Double-check all calculations and information provided before submission.

Who needs statement of financial information?

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Lenders when applying for a loan or mortgage.
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Individuals applying for financial aid or scholarships.
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Business partners or investors when evaluating financial stability.
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Statement of financial information is a document that provides a summary of a company's financial status, including assets, liabilities, equity, income, expenses, and cash flows.
Publicly traded companies, non-profit organizations, and certain government entities are required to file statement of financial information.
Statement of financial information can be filled out by gathering financial data, organizing it into the required format, and ensuring that all information is accurate and up to date.
The purpose of statement of financial information is to provide stakeholders with a clear picture of a company's financial health and performance.
Information such as balance sheet, income statement, cash flow statement, and notes to the financial statements must be reported on statement of financial information.
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