Annual report (annual finance statement)

The Annual report contains your school's audited annual financial statements. These show how the board has used its funds to achieve its charter goals. Your annual report must be submitted to us by the 31 May each year.

Use the following appropriate Kiwi Park model spreadsheet to complete your annual financial statement.

Annual report timeline

  • End of January - payroll end of year report and error schedules available to schools
  • February/March - board approves the draft annual report to send to your auditor
  • 31 March - draft reports need to be with your auditor
  • April/May - the board needs to sign the statement of responsibility. Your auditor will sign the audit report after the financial statements and statement of responsibility are signed by the board
  • 31 May - deadline for the annual report and audited financial statements to be submitted to the Ministry
  • As soon as possible after the audit is complete – the board must ensure its annual report is available to the public on an Internet site maintained by or on behalf of the board.

Annual Report checklist

Make sure that you can check off each of the items below before you send your Annual Report to the Ministry using the School Data Portal (external link) .


Analysis of Variance



List of board of trustees members and the dates they go out of office



Statement on Kiwisport funding



Financial statements attached (all pages – please check)                



Statement of Responsibility signed and dated



Audit report (not the management letter) signed and dated


The Annual Financial Circular 2018/04 has useful additional information.

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