Get Indiana Sa5 Form

Filling out the Indiana Sa5 Form online is a key step in maintaining accurate records for extracurricular accounts within schools. This guide aims to provide clear, detailed instructions to help users complete the form efficiently.

Follow the steps to successfully complete the Indiana Sa5 Form online.

1. Click the ‘Get Form’ button to obtain the Indiana Sa5 Form and open it in your preferred digital editor.
2. Begin by filling in the 'Fund' and 'Acct' columns with the appropriate details from your school's financial accounts. Ensure you include all relevant extracurricular funds.
3. Next, input the 'Begin Balance' for each fund, accurately reflecting the starting amount at the beginning of the reporting period.
4. Record all 'Receipts' for each fund during the period. This should include sales, donations, or any other income received.
5. Document the 'Expenditures' for each fund, providing details on all expenses incurred. Be sure to categorize these accurately.
6. Calculate the 'End Balance' for each fund by subtracting the total expenditures from the total receipts added to the beginning balance.
7. Proceed to the 'Recapitulation' section, where you summarize total receipts, disbursements, and balances following the template's prompts.
8. Fill out the information regarding the financial institution where the checking account is held in trust.
9. Sign and date the form, ensuring both the central fund treasurer and principal provide their signatures to validate the information.
10. Review all the completed fields for accuracy and completeness, making any necessary adjustments before finalizing the document.
11. Once completed, you can save your changes, download the form for your records, or print it for submission.

Start completing your Indiana Sa5 Form online now to ensure accurate financial reporting.