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Click ‘Get Form’ to open the PTA Audit Form in the editor.
Begin by entering the date, PTA name, Local Unit ID#, and Oregon PTA Region # at the top of the form.
In Section A, check all financial records provided. Ensure you have included items like bank statements, treasurer’s reports, and approved budgets.
Move to Section B. For each question regarding beginning balances and bank reconciliations, select 'Yes' or 'No' and provide explanations where necessary.
Continue through the expenditures and income sections, ensuring all expenses are documented with receipts and that funds received match deposits recorded.
Complete the minutes section by confirming budget approvals and amendments were documented.
Finally, review your entries for accuracy before signing and dating the form at the bottom.
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Audit Process Step 1: Planning. The auditor will review prior audits in your area and professional literature. Step 2: Notification. Step 3: Opening Meeting. Step 4: Fieldwork. Step 5: Report Drafting. Step 6: Management Response. Step 7: Closing Meeting. Step 8: Final Audit Report Distribution.
Do PTA accounts need to be audited?
Do we have to have our accounts audited? Full audits are only required if you have an income over 1 million, but you will need an Independent Examination if your associations income is over 25,000 and submit a PDF copy of the independent examiners report template.
How to do a PTA audit?
As the auditor, you will use the audit review checklist to examine both the treasurers books and those of the financial secretary (if you have one). You will markoff items as you review them and make notes of any missing items. You will add up the total income and disbursements and fill out the audit report form.
What is the role of the PTA auditor?
Auditing involves examining financial records and transactions to ensure that receipts have been properly accounted for and expenditures have been properly authorized and recorded, in conformity with PTA bylaws, standing rules and budget limitations.
Can a PTA be audited?
External PA/PTA audits may be conducted under certain circumstances: if serious allegations of financial impropriety are raised, or a grievance or complaint is filed relating to the financial practices of PA/PTAs, the Chancellor or the Chancellors designee may conduct an audit.
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Feb 10, 2020 If your license is selected for audit and you have already uploaded these documents, we may not need to contact you and can simply approve you!
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