Get Annual Financial Review Packet - Arizona Pta - Azpta

Filling out the Annual Financial Review Packet is an essential task for Arizona PTA members to ensure transparency and accountability in financial management. This guide provides step-by-step instructions to assist users in completing the packet accurately and efficiently online.

Follow the steps to complete the Annual Financial Review Packet online.

1. Press the ‘Get Form’ button to access the Annual Financial Review Packet and open it in your preferred editor.
2. Begin by providing the name and address of your PTA/PTSA in the designated fields at the top of the form. Make sure this information is accurate and current.
3. Review the financial review/audit objective section. Ensure that all requirements outlined are understood, as they are crucial for assessing the financial accuracy of your PTA/PTSA.
4. Proceed to the financial review/audit checklist. Check all items as they are reviewed, indicating 'YES' or 'NO' where applicable. Be thorough in reviewing each item to confirm compliance.
5. Fill in the financial review/audit report section with relevant information, including fiscal year, EIN, and date range covered by the audit, if different from the fiscal year.
6. Enter breakdowns of receipts, disbursements, and balances in the specified sections, ensuring totals are calculated accurately.
7. Complete the audit recommendations section, providing any necessary comments or suggestions based on the findings of the audit.
8. Ensure that all committee members or the qualified financial professional print, sign, and date the final audit report.
9. Once you have completed all sections of the form, save the changes, and ensure that you have a copy for your records. The final packet should include any meeting minutes expressing membership approval.
10. After verifying all information for accuracy, download, print, or share the completed Annual Financial Review Packet as required by your PTA/PTSA.

Complete your Annual Financial Review Packet online today to ensure your PTA maintains transparency and accountability.