IL PTA Audit Report Form 2014 free printable template

PTA AUDIT REPORT FORM (Dates which audit covers) Name of PTA Unit PTA District Balance on hand (date of last audit) $ Receipts (from last audit to date of audit) $ (1) TOTAL CASH $ (2) Disbursements

How to fill out IL PTA Audit Report Form

How to fill out IL PTA Audit Report Form

1. Gather all financial records and documents for the audit period.
2. Obtain the IL PTA Audit Report Form from the Illinois PTA website or your local PTA.
3. Fill in the organization’s name and audit period at the top of the form.
4. List all sources of income and total them up, ensuring accuracy.
5. Detail all expenses and provide necessary explanations for larger expenditures.
6. Include bank statements and reconciliation reports with the form.
7. Complete the summary section with the total income, total expenses, and ending balance.
8. Have the report reviewed and approved by the PTA Board before final submission.
9. Sign the report, date it, and maintain a copy for your records.

Who needs IL PTA Audit Report Form?

1. PTA units within Illinois must complete this audit report.
2. Local PTA boards and treasurers responsible for financial oversight.
3. State PTA officials who require audits for compliance and accountability.
4. Any organization seeking transparency in financial dealings.

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What is IL PTA Audit Report Form?

The IL PTA Audit Report Form is a document used by the Illinois Parent Teacher Association to report financial activities and ensure accountability and transparency in the management of funds.

Who is required to file IL PTA Audit Report Form?

All local PTAs in Illinois that are part of the Illinois PTA are required to file the IL PTA Audit Report Form to maintain compliance with financial regulations and organizational policies.

How to fill out IL PTA Audit Report Form?

To fill out the IL PTA Audit Report Form, you must provide details regarding your PTA's financial activities, including income, expenses, and balances. You may need to include documentation and signatures from the audit committee.

What is the purpose of IL PTA Audit Report Form?

The purpose of the IL PTA Audit Report Form is to provide a comprehensive overview of a PTA's financial status, ensuring that funds are used appropriately and fostering trust among members and stakeholders.

What information must be reported on IL PTA Audit Report Form?

The IL PTA Audit Report Form must report information such as total income, total expenses, bank balances, details of fundraising activities, and any discrepancies discovered during the audit process.