Get Pta Missouri Audit Form

Completing the Pta Missouri Audit Form is an essential duty for your unit's financial management. This guide provides clear, step-by-step instructions to help you successfully fill out the form online.

Follow the steps to complete the Pta Missouri Audit Form online.

1. Click the ‘Get Form’ button to obtain the form and open it in your preferred editor.
2. Fill in the fiscal year at the top of the form to indicate the period you are reviewing.
3. Enter the date of the review/audit in the specified field to document when the review took place.
4. Input the name of your unit/council in the appropriate field, ensuring it matches official records.
5. Detail your district and region information to assist in organizational clarity.
6. Provide the name of the president and their contact address to establish accountability.
7. Enter a valid phone number for communication regarding the audit process.
8. Begin entering financial data by filling in the beginning balance from the last audit date.
9. Document total receipts for the fiscal year to provide a comprehensive view of income.
10. Calculate and record total cash by adding the beginning balance and total receipts.
11. Provide total disbursements during the fiscal year to reflect spending activities.
12. Determine the ending balance by subtracting total disbursements from total cash.
13. Record the bank statement balance from the last month of the fiscal year to ensure accuracy.
14. List any outstanding checks and calculate the total to provide an accurate financial picture.
15. Detail any outstanding deposits to complement the account balance calculation.
16. Compute the final account balance by adjusting for outstanding checks and deposits.
17. Select the appropriate option to evaluate the accuracy of the books: Correct, Substantially Correct, Incomplete, or Incorrect.
18. Include any necessary comments or adjustments related to the financial review findings.
19. Ensure all members of the review committee sign the form to validate the review process.
20. After checking for accuracy, save your changes, download the filled form, and print it if necessary before submission.

Complete your Pta Missouri Audit Form online today to ensure your unit remains in good standing.