There are Church Audit Forms such as the Church Annual Internal Audit Checklist Form and the Church Annual Accessibility Audit Checklist Form along with the Audit Policies and Procedures samples available below free to download, customize and print for your church administrative office...
None of us want to ever think that the misuse of church funds or embezzlement could ever happen in our very own church but truth is it can happen. It happens in some churches on a small scale by who they thought was trusted employees or volunteers working for the church.
Misuse of church funds normally happens due to inadequate internal
controls in the church accounting system. This is why internal audits
are extremely important along with the church audit forms for churches and other organizations.
The Annual Internal Audit Checklist Guidelines (Sample) below includes:
Date Form Completed and a Checklist below to answer Yes, No or N/A and Explain "No" Answers
Financial Statements -
Are monthly financial statements prepared on a timely basis
and submitted to the church board or appropriate person or committee? (See rest of financial statements in the form below.)
Cash Receipts -
Are cash handling procedures in writing?
(See rest of cash receipts in the form below.)
Donation Records/Receipting -
Are individual donor records kept as a basis to provide
donor acknowledgements for all contributions?
(See rest of donation records/receipting in the form below.)
Cash Disbursements - Are all disbursements paid by check except for minor
expenditures paid through the petty cash fund?
(See rest of cash disbursements in the form below.)
Petty Cash Funds -
Is a petty cash fund used for disbursements of a small
amount? If so, is the fund periodically reconciled and replenished based on
proper documentation of the cash expenditures?
(See rest of petty cash funds in the form below.)
Bank Statement Reconciliation - Are written bank reconciliations prepared on a timely basis?
Test the reconciliations for the last month in the fiscal year. Trace transactions
between the bank and the books for completeness and timeliness.
(See rest of bank statement reconciliation in the form below.)
Savings and Investment Accounts - Are all savings and investment accounts recorded in the
financial records? Compare monthly statements to the books.
(See rest of savings and investment accounts in the form below.)
Land, Buildings and Equipment Records -
Are there detailed records of land, buildings and equipment
including date acquired, description and cost of fair market value of date of
(See rest of land, buildings...in the form below.)
Accounts Payable - Is there a schedule of unpaid invoices including vendor
name, invoice date and due date?
(See rest of accounts payable in the form below.)
Insurance Policies - Is there a schedule of insurance coverage in force? Reflect
effective and expiration dates, kind and classification of coverage, maximum
amounts of each coverage, premiums and terms of payment.
(See rest of insurance policies in the form below.)
Amortization of Debt -
Is there a schedule of debit such as mortgages and notes?
(See rest of amortization of debt in the form below.)
Securities and Other Negotiable Documents - Does the organization own any marketable securities or
bonds? If so, are they kept in a safety deposit box?
(See rest of securities and...in the form below.)
Personal Matters -
Does the organization
maintain the following documents? Applications
for Employment, W-4
Forms for Each Employee, Personnel
Appraisal and Evaluation Forms, Employee
Handbook and Immigration
I-9 Form (See rest of personal matters in the form below.)
Federal Reporting Obligations- Does the organization file on a timely basis...(See rest of federal reporting obligations in the form below.)
Goals for Annual
Internal Audit for the Upcoming Year and Target Date Request consultation from [Name of Internal
Signature of Pastor and Trustees Chair
Form Completed By and Their Contact Information
Contact Person for Church and Their Contact Information
Click on the link(s) to download the Church Audit Forms below:
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