The PTA Audit/ Financial Review

Each PTA or PTSA unit is responsible for conducting an annual financial audit/review.  This is also an annual Healthy Unit in Good Standing (HUGS) requirement.   
  • The audit can be conducted with 3 unit members who are not currently signers or related to signers on the PTA bank account. 
  • The audit can also be conducted by a qualified accountant.
 
When is the PTA audit or financial review done?
  • Anytime there is a change in the office of the treasurer.  The new treasurer should not take control or responsibility for the books and financial records until and audit has taken place.  
  • Anytime their are inconsistencies, suspicions, or red flags regarding the unit's finances. 
  • The audit is done after the close of the unit's fiscal year.  If the unit fiscal year is July 1st to June 30th, then the audit can take place after June 30th.  Summer is a great time to take care of the unit's annual audit/financial review.  
​Please see the audit packet for more information.  ​
AKPTA Audit Packet (rev. 2016)
File Size: 343 kb
File Type: pdf
Download File
National PTA Audit/ Financial Review Resources
National PTA- Audit/Financial Review
File Size: 89 kb
File Type: pdf
Download File
Natioinal PTA- SAMPLE Financial Review Form
File Size: 12 kb
File Type: xlsx
Download File
Please visit the National PTA Back to School Kit under "Finance" for additional resources.
​AIM INSURANCE AUDIT/ FINANCIAL REVIEW RESOURCES
AIM Audit Committee Checklist
File Size: 1431 kb
File Type: pdf
Download File
AIM Suggested Audit Guidelines
File Size: 1102 kb
File Type: pdf
Download File
AIM Sample Audit Report
File Size: 226 kb
File Type: pdf
Download File

Additional REsources

Need assistance?  
​Contact Us or a Region VP or visit
​National PTA's Additional Financial Resources.