The auditors will examine your nonprofit’s financial transactions by testing them. Part of the process is to review underlying documentation. The auditor usually provides a list of documents they’ll need in advance of the audit. (Make sure the documents you collect are the latest available documents.)
Ensure that the documents are prepared in the auditor’s preferred format — and don’t forget to keep copies of all documents given to the auditor for your records.
Complete this form to download the Checklist.