Report in Lieu of Audit For more information on this form, go to 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the fiscal year reported in the designated MM/DD/YYYY format. Ensure accuracy as this is crucial for your records.
3. Fill in the first and last day of the reporting period. These dates are essential for establishing the timeframe of your financial activities.
4. Complete the municipal customer number and official name of the municipality. This ensures that your report is correctly attributed.
5. Provide a mailing address, including street or P.O. box, city, county, and ZIP code. If there’s a change of address, indicate that clearly.
6. For registered agents, input their name and address details accurately. This section is vital for legal correspondence.
7. List account balances as per your accounting records at year-end, including cash and other assets. Be thorough to avoid discrepancies.
8. Certify the report by checking the box and signing electronically or typing your name if submitting online. Include your title and date.

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