Get Semi Annual Audit Form

The Semi Annual Audit Form is a crucial document that provides an overview of the financial status and membership of your council. Completing this form accurately ensures compliance and helps maintain transparency within your organization.

Follow the steps to effectively complete the Semi Annual Audit Form online.

1. Click the ‘Get Form’ button to access the Semi Annual Audit Form and open it in your preferred editor.
2. Begin with the Council Information section. Fill in your council number, city, and state in the designated fields to accurately identify your reporting council.
3. Move to Schedule A—Membership. Here, you will detail the membership changes. Enter the total number of members at the start of the period, then input numbers for initiations, transfers, and any reinstatements or readmissions as applicable.
4. Calculate the total for the period by adding the above figures, then deduct total deductions to find the number of members at the end of the period.
5. Proceed to the Financial Secretary's section. Input cash on hand at the beginning of the period. Then, record the cash received from dues and other sources, providing explanations where necessary.
6. Sum total cash received and indicate amounts paid to the treasurer and cash on hand at the end of the period.
7. Next, address the deductions section within Schedule A. Record the numbers for suspensions, deaths, final withdrawals, and transfers as applicable to determine total deductions.
8. Move to Schedule B—Cash Transactions. Report cash on hand at the beginning of the period. List all receipts including transfers and interest earned, followed by total disbursements.
9. Finally, complete Schedule C—Assets and Liabilities. Document both current assets and liabilities, then calculate net current assets and total assets after deductions.
10. Once all sections are completed accurately, review the entire form for correctness. Save changes and proceed to download, print, or share the completed form as needed.

Complete your Semi Annual Audit Form online today for a seamless documentation process.