The Annual report contains your school's auditedIt shows the required content and suggested presentation of annual financial statements. These show how the board has used its funds to achieve its charter goals. Your annual report must be submitted to us bystatements prepared in accordance with the 31 May each year.new PBE Accounting Standards.
Use the Kiwi Park school model spreadsheet and annual report instructions to complete your statement.
Use the Kiwi Park school model spreadsheet (last updated October 2016) and the Annual report instructions 2016 to complete your annual financial statement.
Board of Trustees Full Time Equivalent Worksheet for the Kiwi Park financial statements model
Treatment of TELA Leases for the 2016 Financial Year
Annual report timeline
End of January - payroll end of year report and error schedules made available to schools
February/March - board approves the draft annual report to send to your auditor
31 March - draft reports need to be with your auditor
April/May - board needs to sign the statement of responsibility. Your auditor will sign the audit report after the financial statements and statement of responsibility are signed by the board
31 May - deadline for the annual report and audited financial statements to be submitted to the Ministry
Annual Report checklist
Make sure that you can check off each of the items below before you send your Annual Report to the Ministry using the School Data Portal .
1. | Analysis of Variance |
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2. | List of board of trustees members and the dates they go out of office |
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3. | Statement on Kiwisport funding |
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4. | Financial statements attached (all pages – please check) |
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5. | Statement of Responsibility signed and dated |
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6. | Audit report (not the management letter) signed and dated |
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The Annual Financial Circular 2016/12 has useful additional information