All PTAs are required to do audits of their financial records twice per year- once the month following the fiscal year end, and once mid-fiscal year. For example, if your fiscal year is July through June, you should conduct audits in July and January. After each audit is complete it should be presented to the Executive Board for approval, and then again to the general membership. Your unit bylaws will list the months in which each of these activities should take place.
After an audit has final membership approval, please send a copy to:
Second District PTA
555 Franklin Street, Room 203D
San Francisco, CA 94102
Audits should be completed by someone who has PTA executive board approval. This can be a person who was elected to be the Auditor by the PTA membership at the annual election meeting, or by someone appointed by the executive board to do that specific task.
Use this easy to follow Audit Checklist
to ensure the audit is completed correctly. This is the report
the auditor should complete for presentation to the executive board and membership.