CLEVELAND, September 5 — The National Division has revised the monthly trustee audit report form and audit process in order to streamline the monthly audit procedure. Under the revised process, the Division Secretary-Treasurer will provide the information contained on the monthly trustee audit report, which will then be reviewed and verified by the Division’s Trustees as required by Section 1(a) – National Division Rules of the BLET Bylaws.
This procedural change and the new monthly trustee audit report form must be used beginning with the Division’s next monthly trustee audit. Therefore, the old report will no longer be available. The new form and instructions are now available to all Division Secretary-Treasurers via the tool box located in the Secretary-Treasurer’s Online Reporting Page. The new forms and instructions are being mailed to all members of the executive board of each Division.
The revised reports will be provided in both PDF and Excel formats. There are two types of PDF files: one is a fill-in form, which performs all the necessary mathematical calculations; and the other is a blank form that must be printed and filled out by hand. The revised reports in Excel format also provide two options: one for a single month; and an extended 12-month workbook that will automatically generate a year-end report. A separate document, with line item instructions, also will be available to download as a guide to assist you in the completion of the forms.
Once the information has been entered into the audit report form, the Secretary-Treasurer will forward the report, along with all supporting documentation (bank statements, canceled checks, check register, minutes, tax forms, etc.) to the Division Trustees for their review. Regardless of which version of the monthly trustee audit report form is used, the Division Trustees (the Vice President, the Local Chairman, and the Legislative Representative) must review and compare all documents for accuracy. The report will be certified when all the division trustees have signed the report.