Get Oregon Report In Lieu Of Audit Fillable Form

Filling out the Oregon Report In Lieu Of Audit Fillable Form online is essential for local government entities that are exempt from annual audits. This guide provides a step-by-step approach to accurately complete and submit the form, ensuring compliance with Oregon law.

Follow the steps to complete the Oregon Report In Lieu Of Audit Fillable Form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter the fiscal year reported. Specify the first day and last day of the fiscal year for the government’s financial records.
3. In the 'Name of Government' section, input the official legal name of the local government.
4. Fill in the mailing address, including the street or P.O. Box, city, county, and zip code accurately.
5. Designate the registered agent by providing their name, title, and address as required by ORS 198.340.
6. List the officers who governed during the fiscal period, including their name, title, and address.
7. Provide details regarding the fidelity or performance bond, including the name of the company, the name of the person covered, and the amount, which should equal or exceed the total money received.
8. Report the balances of assets and liabilities as of the last day of the fiscal year, detailing cash, other assets, accounts payable, and long-term debt.
9. Certify the information by typing the name of the publicly elected official responsible for the report and include their title and telephone number.
10. Complete the Budgeted and Actual Transactions section by inputting the budgeted and actual amounts for revenues and payments in the various funds.
11. Once all sections are completed, review the information for accuracy. Users can then save changes, download, print, or share the form as needed.

Start filling out your documents online today to ensure compliance and timely submission!