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Annual Financial Review Worksheet Template
Provide this worksheet along with the Annual Financial Review Guidelines to help your volunteer auditor conduct a thorough audit of your parent group's finances each year. From the Tax Return Toolkit.
Downloads: 12072 Hot!
Annual Financial Review Guidelines (PDF)
PDF version of the step-by-step instructions for conducting an annual audit of your PTA or PTO, including a worksheet on the second page to help the volunteer auditor reconcile income and expenses for the year. (Fully editable Word version of these guidelines also available.) The guidelines and worksheet can be accompanied by the Volunteer Auditor Cover Letter. More information on annual audits can be found in the Treasurer's Toolkit.
Members only 
Volunteer Auditor Cover Letter
This customizable letter gets sent to someone who has volunteered to conduct an annual financial review or audit for your PTO or PTA. It outlines the financial review process and should be sent along with the Annual Financial Review Guidelines. From the Tax Return Toolkit.
Annual Financial Review Guidelines (Word)
Step-by-step instructions for conducting an annual audit of your PTA or PTO; use it along with the Annual Financial Review Worksheet Template to help your volunteer auditor reconcile income and expenses for the year. The guidelines and worksheet can be accompanied by the Volunteer Auditor Cover Letter. From the Tax Return Toolkit.
Downloads: 18840 Hot!
