« All Courses

Annual Financial Report and Submission Online Course


The Annual Financial Report (AFR), commonly referred to as the Audit, is the single most critical financial document to all Texas Charter Schools. The review and submittal of the AFR and the Charter School Data Template are the major driving factors to your financial rating, Charter FIRST.

Participants at the conclusion of this webinar will understand how the audit and the data template are used by TEA, as well as be able to:

  • Know when the audit and data template are due to TEA; and what options are available due to Covid-19
  • Tick and tie the numbers in their audit across schedules to ensure accurate reporting
  • Know where to find and how to complete the Charter School Data Template for submittal; and
  • Know how to submit the actual financial audit and management letter to TEA.

Credit Information

Charter School Success (CSS) provides Continuing Education units for TEA and TASBO certification in conjunction with their ongoing professional guidelines.

  • 60 TEA minutes in School Finance
  • 1.0 TASBO CPE credit
CSS Online Course: