Pto audit: Fill out & sign online

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Click ‘Get Form’ to open the PTO Audit Form in the editor.
Begin by entering the 'PTO/PTA Name' and 'District' details at the top of the form. This identifies your organization and its location.
Fill in the 'Balance on Hand' from the date of the last audit, followed by recording all 'Receipts' from that date up to the current audit date. Ensure accuracy for a clear financial overview.
Next, calculate and enter 'Total Cash' available, then document all 'Disbursements' made since the last audit. This section is crucial for tracking expenditures.
Update the 'Balance on Hand' as of the current audit date and include details from your latest bank statement, such as 'Checks Outstanding' and their respective amounts.
Finally, select an option regarding your findings about the books (correct, incomplete, substantially correct with adjustments, or incorrect) and provide auditors' signatures along with the completion date.

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