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How do I file the Annual Reports on the SAO Website?

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File Online if you have not already done so but do not click Submit quite yet!

  • Login to SAO's Online Services, , open 2020 Annual Report and then check all the applicable schedules:
    • Schedule 01 uploaded with flagged issues and variances resolved.
    • Schedule 09 uploaded with flagged issues and variances resolved.
    • Schedules 15 and 16 uploaded with flagged issues resolved.
    • Notes to Schedule 16 attached if Schedule 16 uploaded.
    • Notes to Financial Statements attached or check “not applicable”.
    • Schedule 06 attached, cities and towns only.
    • Check “not applicable” for Schedule 17, cities and towns only.
    • Schedule 19 attached or check “no activity”.
    • Schedule 21 completed.
    • Schedule 22 completed.

•Go to Submit Report, the final online step, and correct any errors but do not submit yet!

  • From SAO’s Online Services, record selected totals from your filed report:
    • Total reserved ending balance from C4 Statement         __________________________
    • Total unreserved ending balance from C4 Statement     __________________________
    • Total ending balance from C5 Statement                        __________________________
    • Total ending balance from Schedule 09                          __________________________
    • Total expenditures from Schedule 15                              __________________________
    • Total expenditures from Schedule 16                              __________________________
Congratulations, you are done!
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