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

Instructions and Help about Why Form 8815 Audit

PTA audit procedures require the use of PTAs 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 of 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 PTAs 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...