The CFO should create a Financial Report Checklist Template that lists all required financial statement reports that must be prepared and submitted during a fiscal year. Financial statements for reporting are typically distributed:

Quarterly to
- The SEC (USA)
- Federal, state, and local governments
- Associated stock exchanges
- Internally (for a variety of purposes)
Anually to
- SEC (USA)
- Federal, state, and local governments
- Associated stock exchanges
- Stockholders of record as of a specific date
- Internally

The CFO should ensure that all financial statements are submitted in accordance with time requirements (deadlines) and note all financial statements sent to any person or organization on the FS1010-1 FINANCIAL REPORT CHECKLIST. The CFO should also note on the Financial Report Checklist when the Annual Report to Stockholders has been released or mailed as well as all annual reports submitted to the SEC.

Financial Report Checklist Template Details

Pages: 01
Words: 53
Format: Microsoft Word 2013 (.docx)
Language: English
Manual: Finance
Category: Financial Statements
Procedure: Financial Reporting Procedure FS1010
Type: Checklist