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California pta audit report form

NC PTA Financial Review Information and Instructions.pdf 2025

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4.9 out of 5

59 votes

The document is an audit report for a PTA unit, detailing financial records including membership dues, bank account balances, receipts, disbursements, and uncleared checks. It includes sections for the auditor's findings regarding the accuracy of the financial records and outlines necessary signatures and review processes. The report aims to ensure transparency and accountability in the unit's financial management.

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Click ‘Get Form’ to open the NC PTA Financial Review Information and Instructions.pdf in the editor.
Begin by entering the date and fiscal year at the top of the form. This sets the context for your financial review.
Fill in your unit's name, IRS EIN, council, and district PTA information. Accurate identification is crucial for proper record-keeping.
Provide bank details including bank name, account name, address, and city/zip code. This information is essential for financial reconciliation.
Complete the membership dues section by entering the amount per bylaws and total members YTD. This helps track your organization's financial health.
Document receipts and disbursements since the last audit. Ensure all amounts are accurately recorded to reflect true financial status.
Review the bank reconciliation section carefully. List uncleared checks and ensure that totals balance as required.
Finally, complete auditor details and signatures at the bottom of the form to finalize your audit report.

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Versions	Form popularity	Fillable & printable
2020	4.9 Satisfied (59 Votes)
2011	4.9 Satisfied (43 Votes)
2005	4 Satisfied (36 Votes)

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What is operating and financial review?

The objective of the Operating and Financial Review (OFR) in annual reports is to provide users with an understanding of the company by providing an analysis of the companys businesses as seen through the eyes of the directors and management.

What is the PTA financial review?

The PTA financial review serves as an official examination of the financial records conducted by the financial reviewer, appointed financial review committee, or paid professional auditor at the times specified in the bylaws and when there is a change in financial officers.