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Video instructions and help with filling out and completing Where Form 8815 Audit

Instructions and Help about Where Form 8815 Audit

The California State PTA toolkit explains the PTA audit go to toolkit Capt a org click on the finance tab and drop down to PTA audit the toolkit contains information on the audit schedule the purpose of an audit preparation for an audit audit procedure and recommendations and the audit report it also contains a job description for a PTA auditor the PTA auditor is an elected PTA officer and member of the PTA executive board if an auditor was not elected one may be appointed or hired the auditor must be impartial and not related to the president financial officers or any PT a check signer or chairman that handles PTA funds audits are performed at time specified in the bylaws PTA books must be audited semi-annually and at any time a financial officer resigns or no longer serves in that position a PTA audit is a formal review of ptas financial records and its internal controls PTA financial records include financial records financial reports and financial forms the PTA executive board and the auditor should be familiar with each of these records the ledger is the principal book for recording financial transactions the ledger is used to track all receipts and disbursements it's a permanent record that must be retained forever the checkbook register is used to track the balance of the checking account all bank deposits checks written and any other account debits and credits are recorded and balanced in the checkbook register the cash receipt book is used to track coins and dollar bills received the treasurer or financial secretary must write a cash receipt for any coins or dollar bills received cash receipts are retained for seven years monthly bank statements with copies of canceled checks must be retained for seven years deposit slips are...