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Electronic Submissions

Charter schools, regional education service centers (ESCs), and school districts must submit their annual financial report (AFR), district improvement plan for school districts and charter schools), campus improvement plan(s) (for school districts and charter schools), and local evaluations (for school districts and charter schools) in electronic format to the Financial Compliance Division. This page provides information about

  • theÌýdocuments districts and ESCs must submit,
  • theÌýdocuments charters must submit,
  • instructions for submitting the required documents, and
  • additional information related to submitting the AFR and related documents.

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  • The , does not provide for any extension when the date falls on a holiday or weekend. The AFR is notÌýrequired to be submitted earlier.
  • A complete, board approved, and signed AFR in PDF format and data feed text file must beÌýreceived throughÌýthe AUDITÌýapplication in the 91Èȱ¬ Login (91Èȱ¬L) secure environment to meet submission requirements.
  • Emailing of the required AFR files does not meet submission requirements.
  • The AUDITÌýapplication in 91Èȱ¬L is open 24 hours, sevenÌýdays a weekÌýto accept electronic AFR submissions.

Annual Financial Report Data Feed and PDF Submission Process

The following videos and Power Point presentations provide an overview of the charter school, ISD and ESC annual financial report PDF and data feed submission to the Texas Education Agency through the Audit application in 91Èȱ¬L. ÌýÌý

Charter School

ISD and ESCÌý

FY2024 Updates - Data Feed SchedulesÌý

Charter School

Additional rows have been added to the charter school B7, Statement of Financial Position and B11, Schedule of Assets data feed schedules.Ìý

ISD and ESCÌý

A new column has been added to the ISD J-1 schedule. The new column is titled, Total taxes refunded under Section 26.1115(c), The number designation is 99 and it appears to the right-of column 50 and has one field under row 8000.Ìý

The amounts entered for taxes refunded in the new field on row 8000, column 99 should be the total amount of taxes refunded (both M&O and I&S tax refunds) under Section 26.1115(c), Tax Code. The amount is always a positive number with no decimals. There are currently no edits with this field.

Additional information on these updates can be found in the ISD and ESC data feed manual. In addition, the data feed edit formulas for each schedule have been added to the back of each data feed manual.

Submission Standards Manuals

Annual Financial and Compliance Report Submission—Districts and ESCsÌý

A school district or an ESC must submit the AFR (as a PDF)Ìýand related data feed text file to the Texas Education AgencyÌý(91Èȱ¬) through the Audit application in Texas Education Agency Login (91Èȱ¬L).

A district or ESC submits its AFR through the AUDITÌýapplication in the Texas Education Agency Login (91Èȱ¬L). See the appropriate link in the 91Èȱ¬L section below to set up an account.Ìý

Annual Financial and Compliance Report Submission—Charter SchoolsÌý

The Audit application PDF and data feed submission process requires that at least one person at the Charter School has 91Èȱ¬L Audit application access to close and finalize the data feed file submission.

A charter school must send its AFR (as a PDF)Ìýand related data feed text file to the Texas Education AgencyÌý(91Èȱ¬) through the Audit application in 91Èȱ¬L.

A charter school submits its AFR through the AUDITÌýapplication in 91Èȱ¬L. Refer to the appropriate link below to set up an account.Ìý

District and Campus Improvement Plans Submission—Districts and Charter SchoolsÌý

A school district or charter school must send in the district improvement plan, campus improvement plan(s), andÌýlocal evaluations as a PDF to 91Èȱ¬.

91Èȱ¬LÌýApplicationsÌý

Submit the electronic reportsÌýthrough the AUDITÌýapplication in 91Èȱ¬L. Refer to the appropriate link below to set up an account.

91Èȱ¬L Audit Application Roles

The AUDITÌýapplication user roles for submitting the AFR, State Compensatory Education (SCE) files, and depository contract information are listed below.

When working with bothÌýAFRÌýand depository contract submissions, request the appropriate role:

  • Charter AFR and Depository Contract User,
  • ISD AFR and Depository Contract User, or
  • Governmental charter school personnel will need to request the two roles below:
    • Governmental Charter User - Submits AFR, and
    • Depository Contract User -ÌýSubmit only depository contract

Users who will be submitting SCE files (that isÌýdistrict and campus improvement plans) must apply for a role which includes: “Submits AFR."Ìý

  • Charter AFR User -ÌýSubmits AFR
  • Charter AFR and Depository Contract UserÌý-ÌýSubmits AFRÌýand depository contract
  • CPA Personnel - Submits AFRÌý(CPA firm users only)Ìý
  • Depository Contract User -ÌýSubmit only depository contract
  • ESC UserÌý- Submits AFR
  • Governmental Charter User - Submits AFRÌý
  • ISDÌýAFR and Depository Contract User -ÌýSubmits AFRÌýand depository contractÌý
  • ISD User -ÌýSubmits AFR

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Contact Information

Paul Moreno (512) 475-2228 or paul.moreno@tea.texas.gov

Financial Compliance Division

Phone: (512) 463-9095

Fax: (512) 463-1777

Email: schoolaudits@tea.texas.gov