Get Or Pta Audit Form 2017-2025

The OR PTA Audit Form is essential for maintaining compliance with bylaws and ensuring good standing for your PTA. This guide will walk you through the process of filling out the form online, step by step, to ensure accuracy and completeness.

Follow the steps to complete the OR PTA Audit Form

1. Click the ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter the date of filling the form in the designated field.
3. Provide the PTA name, local unit ID number, and Oregon PTA region number in the appropriate sections.
4. In Section A, carefully check all financial records boxes that you are submitting. This includes the checkbook register, bank statements, cash counting forms, and treasurer’s reports among others.
5. Proceed to Section B and begin answering the questions regarding the beginning balance records. Ensure that your responses are clear and if any answers are 'no', provide explanations in the space indicated.
6. Continue through Section B, addressing bank reconciliation and expenditures by answering all questions thoroughly, including providing explanations as needed.
7. Fill out the income section by reporting on the deposits and ensuring that all entries are accurate and justified.
8. Complete the sections on insurance, membership, minutes, reporting forms, and taxes, providing all requested information.
9. Before submitting, review all your entries for accuracy and completeness to ensure compliance.
10. Finally, save your changes, and you may download, print, or share the form as required. Once completed, mail the audit form to the specified Oregon PTA address by the required deadline.

Ensure your compliance by completing the OR PTA Audit Form online today!