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Reports, checklists and data for Texas dairy producers

4-H

4-H Club Financial Audit Checklist

A checklist for 4-H clubs to audit their financial records, confirming that deposits, payments, and balances are properly recorded. Print it, tick each box as you go, and file the page with your records.

Download free PDF1 page, US Letter, prints clean in black and white

Checklist4-HFree PDF

What is on this checklist

  • Gather bank statements and ledger
  • Check opening balance
  • Match deposits to receipts
  • Match payments to receipts
  • Review checks and approvals
  • Confirm fundraiser income records
  • Check that two people reviewed
  • Note and correct errors
  • Report findings to club

How to use this checklist

Use one sheet per unit, pen or field. Date it, sign it, and file the finished copy so you can look back at what was found and fixed.

Where to check the details

This sheet is a general template, so confirm specifics with your own manuals, labels and local rules. For current official guidance, start with eXtension and IRS.

For more in this area, see the agriculture career pathways. Between chores, farm.FM has farm humor, including Whey Prices Hit Record Highs; Dairy Farmers Discover the Stuff Left Over From Making Cheese Has a Better Financial Future Than Their Children, and farming farm stories.

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