CA PTA Audit Report Form 2020-2024 free printable template

Name: 2020-2024 CA PTA Audit Report Form Fill Online, Printable, Fillable, Blank - pdfFiller
Brand: pdfFiller
Rating: 4.9 (60 reviews)

Get Form

Show details

AUDIT REPORT Date ___Fiscal Year ___Name of Unit ___IRS EIN ___Council ___District PTA ___Bank Name ___Acct Name ___Bank Address ___City/Zip___Membership Dues Per Bylaws $ ___ Total Members YTD ___Members

pdfFiller is not affiliated with any government organization

Get, Create, Make and Sign

Edit your pta audit report form form online

Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.

Add your legally-binding signature

Draw or type your signature, upload a signature image, or capture it with your digital camera.

Share your form instantly

Email, fax, or share your pta audit report form form via URL. You can also download, print, or export forms to your preferred cloud storage service.

Editing pta audit report form online

Ease of Setup

pdfFiller User Ratings on G2

Ease of Use

pdfFiller User Ratings on G2

Use the instructions below to start using our professional PDF editor:

1

Create an account. Begin by choosing Start Free Trial and, if you are a new user, establish a profile.

2

Upload a file. Select Add New on your Dashboard and upload a file from your device or import it from the cloud, online, or internal mail. Then click Edit.

3

Edit pta audit form. Add and replace text, insert new objects, rearrange pages, add watermarks and page numbers, and more. Click Done when you are finished editing and go to the Documents tab to merge, split, lock or unlock the file.

4

Save your file. Select it in the list of your records. Then, move the cursor to the right toolbar and choose one of the available exporting methods: save it in multiple formats, download it as a PDF, send it by email, or store it in the cloud.

With pdfFiller, dealing with documents is always straightforward. Try it right now!

CA PTA Audit Report Form Form Versions

Version

Form Popularity

Fillable & printabley

CA PTA Audit Report Form 2020

4.9 Satisfied (60 Votes)

CA PTA Audit Report Form 2011

4.4 Satisfied (50 Votes)

CA PTA Audit Report Form 2005

4.0 Satisfied (36 Votes)

How to fill out pta audit report form

How to fill out a PTA audit report form:

01

Gather all relevant financial documents, such as bank statements, receipts, and invoices.

02

carefully review the instructions provided with the PTA audit report form to ensure you understand the process and requirements.

03

Begin by filling out the basic information section, which may include details such as the PTA's name, address, and contact information.

04

Proceed to the income section, where you will document all sources of revenue for the specified time frame. This may include membership dues, fundraisers, and donations.

05

Move on to the expenses section, where you will list all expenditures incurred by the PTA during the designated period. Be sure to categorize expenses accurately and provide supporting documentation when required.

06

If applicable, complete the section for assets and liabilities, detailing any property or debts held by the PTA.

07

Consider including any additional information or explanations that may be necessary in the provided comments or notes section.

08

Double-check all entries for accuracy and completeness before submitting the audit report form.

Who needs a PTA audit report form:

01

Any Parent Teacher Association (PTA) or similar organization that operates with a budget and financial transactions should complete a PTA audit report form.

02

This form helps to provide transparency and accountability for the PTA's financial activities.

03

It may be required by governing bodies or as part of the PTA's own internal controls and best practices.

Who needs an Audit report form?
What is the purpose of the Audit report form?
What other documents must accompany the Audit report form?

Who needs an Audit report form?

This form is used by the auditors who conduct the official examination of the financial officers and records of the Parent-Teacher Association. The auditor is appointed by the audit committee or hired for a specified period.

What is the purpose of the Audit report form?

The report provides the results of the official examination of the PTA’s financial officers. The form contains information about the time of the audit, bank and account details, and examination results. This data is forwarded to the PTA executive board for further reference. The separate audit report should be completed for each bank account.

What other documents must accompany the Audit report form?

The Audit Report is usually accompanied by the audit Checklist. In case the auditor has any recommendations or explanations, these reports must as well be submitted. If required, the tax forms accompany this report.

When is the Audit report form due?

The audit examination is conducted when the financial officers of PTA change or when the executive board makes such a decision. In most cases, the audit report is submitted semiannually.

What information should be provided in the Audit report form?

The form contains the following details:

Date of the audit
Name of the unit
Bank name and address
Fiscal year
IRS EI number
Number of bank account
Covered dates
Financial information (balance on hand, receipts, bank reconciliation, etc.)
Information about the auditor

The report should be signed by the auditor and the authorized person who adopts it.

What do I do with the report after its completion?

The completed report is forwarded to the PTA executive board. The unit president, secretary, treasurer, council treasurer and auditor should also receive one copy of the report.

Video instructions and help with filling out and completing pta audit report form

Instructions and Help about ca pta audit form

PTA audit procedures require the use of PTA's audit checklist and audit report form to download these forms from the California State PTA website go to WWC a PTA org click on the PTA leaders tab drop-down to run your PTA and click forms use a separate audit checklist and audit report form for each PTA bank account to be audited audit each PTA bank accounts separately start by ensuring that all the items in the description section of the audit checklist have been handed over for audit check them off one by one including the employment forms if required immediately contact the appropriate officer usually the treasurer secretary or president and request any missing items if all items have been provided check yes otherwise check no next audit the beginning balance for this accounting period check the balance of the previous audit report and compare it to the beginning balances of the first bank statement for this accounting period then compare it to the ledger and the checkbook register then compare it to the first treasurer's report for this accounting period if these beginning balances all agree check yes otherwise check no next audits the bank statements verify that each of the bank statements was opened and reviewed using PTA's 5-minute audit by an elected officer who is not authorized to sign checks look for the officers signature or initials then verify that each statement was reconciled by the treasurer if each of the bank statements was properly opened and reviewed and reconciled check yes otherwise check no check the balance of the last bank statement and verify that it matches the ending balance of the checkbook register ledger and last treasurer's report if these ending balances all agree check yes otherwise check no verify that each deposit and check that appear on bank statements matched deposit and check entries in the checkbook register ledger and treasurer's report check yes or no verify that any bank charges or interest recorded on bank statements are also recorded in the checkbook register ledger and treasurer's reports check yes or no next audit membership and dues remittance count the number of members recorded on all cash verification forms then count the number of members recorded on all unit remittance forms then count the number of members reported in all treasurer's reports all three counts should match record the number of members on the audit checklist then refer to unit bylaws and record the amount of per capita membership dues and the amount of per capita membership dues to be forwarded to Council or district PTA's if membership count and dues remittance are correct check yes otherwise check no next verify payment of PTA's insurance premium verify that payment of the insurance premium was recorded on a unit remittance form and as an expense in the ledger checkbook register and in a treasurer's report check yes or no next audit board in association minutes for payment authorization verify that the executive board and...

Fill audit form blank : Try Risk Free

Rate free pta report form

4.9

Satisfied

60 Votes

Our user reviews speak for themselves

Read more or give pdfFiller a try to experience the benefits for yourself

5

Great, Easy Way to Create and Edit PDF's

Bill W

5

For Army forms, it is the best I've come across to use...including what the Army provides.

Anonymous Customer

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

Who is required to file pta audit report form?

The filing of a PTA Audit Report Form is required of any organization or individual that is a registered taxpayer with the Philippine Tax Authority (PTA).

What information must be reported on pta audit report form?

The information that must be reported on a PTA audit report form includes: 1. PTA financial statements 2. Bank and investment accounts 3. List of all PTA receipts 4. List of all PTA disbursements 5. List of all PTA assets and liabilities 6. List of all outstanding PTA obligations 7. Summary of PTA revenue sources 8. Summary of PTA expenses 9. List of all PTA fundraising activities 10. Description of any significant accounting policies or procedures 11. Summary of any audit findings 12. Signature of the auditor.

What is pta audit report form?

PTA audit report form refers to a standardized document or template used by Parent-Teacher Associations (PTAs) to report the findings of an audit conducted on their financial records and activities. This form typically includes sections or fields for recording pertinent details about the audit, such as the date of the audit, names and signatures of the auditors, details of the financial records reviewed, summary of findings, recommendations, and any corrective actions taken. The purpose of this form is to ensure transparency and accountability in the financial management of the PTA.

How to fill out pta audit report form?

Filling out a PTA audit report form involves collecting and organizing financial information about the PTA's transactions and funds. Here are the steps to fill out the form: 1. Review the audit report form: Familiarize yourself with the layout and sections of the audit report form. Take note of any specific instructions or guidelines provided. 2. Gather financial documents: Collect all relevant financial records such as bank statements, receipts, invoices, and expense reports. These documents will help support and verify the financial information you report. 3. Begin with basic information: Start by providing basic information about the PTA, such as its name, address, fiscal year, and any other required details. This is usually done in the header section of the form. 4. Balance the checkbook: Verify that the checkbook balance matches the bank statement balance for the specified period. Make a note of any discrepancies or outstanding checks. 5. Record income: Report the PTA's income during the audit period. This includes funds received from membership dues, donations, fundraisers, grants, and any other sources. Be sure to document the amounts received and their sources. 6. Document expenses: List all expenses incurred by the PTA during the period. Categorize them into various expense categories such as supplies, events, programs, reimbursements, etc. Include detailed descriptions of each expense and the amount spent. 7. Reconcile accounts: Compare the PTA's cash balances between bank statements and the checkbook. Make any necessary adjustments to ensure accuracy. 8. Conduct asset verification: If the PTA owns any assets, such as equipment or property, conduct a physical verification to confirm their existence and document their current value. 9. Analyze financial ratios: Calculate and record relevant financial ratios or benchmarks such as fundraising net profit percentage, operating expense ratio, or others as required by the audit report form. 10. Review and sign: Before submitting the completed form, review all the information provided and cross-check it for accuracy. Once satisfied, sign the form as an acknowledgment of its accuracy. Please note that the specific steps and requirements may vary depending on the PTA and the audit report form used. It is advisable to consult the instructions or guidelines provided with the form or seek assistance from a qualified accountant or auditor if needed.

What is the purpose of pta audit report form?

The purpose of a PTA (Parent-Teacher Association) audit report form is to provide a comprehensive summary of the financial activities and transactions of a PTA committee. This form is typically used by the audit committee or independent auditors to document their examination and verification of the PTA's financial records. The PTA audit report form serves several purposes, including: 1. Ensuring accountability: It helps in ensuring that the PTA funds have been used appropriately, in accordance with the organization's bylaws and financial policies. 2. Identifying discrepancies or irregularities: The audit report form allows auditors to identify any discrepancies, errors, or potential fraudulent activities in the financial records of the PTA. 3. Providing transparency: The audit report form provides transparency to the PTA members and stakeholders by presenting a clear and detailed overview of the organization's financial status. 4. Facilitating decision-making: The audit report form can assist the PTA committee and its members in making informed financial decisions based on the findings and recommendations provided in the report. 5. Compliance purposes: It helps the PTA in meeting its legal and regulatory obligations related to financial reporting and transparency. Overall, the PTA audit report form plays a crucial role in ensuring financial integrity, adherence to policies, and effective governance within the PTA organization.

What is the penalty for the late filing of pta audit report form?

The penalty for the late filing of the PTA (Parent Teacher Association) audit report form can vary depending on the specific laws and regulations of the jurisdiction. It is advisable to refer to the applicable regulations or consult with the relevant authorities to determine the exact penalty for the late filing of this form.

Can I create an electronic signature for the pta audit report form in Chrome?

Yes. By adding the solution to your Chrome browser, you can use pdfFiller to eSign documents and enjoy all of the features of the PDF editor in one place. Use the extension to create a legally-binding eSignature by drawing it, typing it, or uploading a picture of your handwritten signature. Whatever you choose, you will be able to eSign your pta audit form in seconds.

Can I create an eSignature for the pta audit checklist in Gmail?

Create your eSignature using pdfFiller and then eSign your how to audit form immediately from your email with pdfFiller's Gmail add-on. To keep your signatures and signed papers, you must create an account.

How do I complete pta audit report on an Android device?

Complete pta report form and other documents on your Android device with the pdfFiller app. The software allows you to modify information, eSign, annotate, and share files. You may view your papers from anywhere with an internet connection.

Fill out your pta audit report form online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now