Pta audit report 2026

1. Click ‘Get Form’ to open the PTA audit report in the editor.
2. Begin by entering the date and fiscal year at the top of the form. This sets the context for your audit.
3. Fill in your unit's name, IRS EI number, council, district PTA, bank name, account number, and bank address. Ensure accuracy as these details are crucial for identification.
4. Specify the dates covered by this audit and list any check numbers reviewed during this period.
5. Document the balance on hand from the last audit and total receipts since then. This will help track financial changes.
6. Record disbursements since the last audit and calculate your current balance on hand.
7. Complete the bank reconciliation section by noting the last bank statement balance and any deposits not yet credited.
8. List outstanding checks with their numbers and amounts to ensure all transactions are accounted for.
9. Finally, verify that all required tax forms have been filed and complete the auditor’s signature section before submitting your report.

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