Resource Library - School Districts

Complete and accurate financial reporting is an important aspect of transparency for any school district. Use this checklist to help you assess your district's financial statements, notes and supplemental schedules.

Checklist: School District Financial Statement Checklist

This self-assessment checklist can help school districts with their year-end review process for financial statements, notes and supplemental schedules. It can also be used as a baseline to develop processes, policies and procedures that address the most common deficiencies found in school districts’ prepared financial information.

Last updated: August 2023

Download Excel file