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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

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

*Changes to Annual Financial Report Electronic Submissions*

The ÁñÁ«ÊÓÆÁ is updating the Audit application used to submit and upload annual audit financial information in ÁñÁ«ÊÓÆÁ Login (ÁñÁ«ÊÓÆÁL); the new audit application will be referred to as Audit 2.0.

All users will need to apply for access to the new Audit 2.0 application via ÁñÁ«ÊÓÆÁL beginning November 1, 2025. Please review the ÁñÁ«ÊÓÆÁL Applications section at the bottom of the page for instructions on accessing the new Audit 2.0. 

The Audit 2.0 application is expected to open for all users on January 29, 2026. Training videos should be posted the last week of January, followed by live training webinars in early February.

Important Reminders

• Due to delays in both the development of the new Audit 2.0 application and the release of the final 2025 Office of Management and Budget (OMB) Compliance Supplement, there have been changes to the FY2025 annual financial report submission deadline. Please refer to the Annual Financial and Compliance Reports webpage for additional information.
• The , does not provide for any extension when the date falls on a holiday or weekend. The AFR is not required to be submitted earlier.
• A complete, board approved, and signed AFR in PDF format and complete data schedules must be received through the AUDIT 2.0 application in the ÁñÁ«ÊÓÆÁ Login (ÁñÁ«ÊÓÆÁL) secure environment to meet submission requirements.
• Emailing of the required AFR files does not meet submission requirements.
• The AUDIT 2.0 application in ÁñÁ«ÊÓÆÁL is open 24 hours, seven days a week to accept electronic AFR submissions.

Annual Financial Report Submission Process

The following presentations and videos provide an overview of the charter school, ISD and ESC annual financial report submission to the ÁñÁ«ÊÓÆÁ through the Audit 2.0 application in ÁñÁ«ÊÓÆÁL.   

• Audit 2.0 Introduction and Annual Financial Report Submission Process Overview (PDF, 5.4 MB)
• Overview of ISD and ESC Data Schedules (PDF, 3.6 MB)
• Overview of Charter School Data Schedules (PDF, 2.5 MB)

Videos from Live Training Sessions Held February 10, 2026

Help Manual

Annual Financial Report Submission Manuals

Districts and ESCs

• Audit 2.0 Annual Financial Report Submission Standards for ISD (PDF, 3.6 MB)

FY2025 Updates - J1-10, -12, and -14 Data Schedules 

ISD 

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. 

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.

District and Campus Improvement Plans Submission—Districts and Charter Schools 

A school district or charter school must send in the district improvement plan, campus improvement plan(s), and local evaluations as a PDF to ÁñÁ«ÊÓÆÁ. Online submissions of district improvement plan, campus improvement plan(s), and local evaluations through Audit 2.0 will be enabled at a later date. 

• Instructions for submitting the PDF documents will be available soon.

ÁñÁ«ÊÓÆÁL Applications 

Submit the electronic reports through the AUDIT application in ÁñÁ«ÊÓÆÁL. Refer to the appropriate link below to set up an account.

• Application for ÁñÁ«ÊÓÆÁL User Account — District Users:
• Instructions for setting up AUDIT 2.0 Application access in ÁñÁ«ÊÓÆÁL — District Users (PDF, 175 KB)
• Application for ÁñÁ«ÊÓÆÁL AUDIT 2.0 Account: Primary Approver Request— CPAs only (PDF, 120 KB)
• Instructions for setting up AUDIT 2.0 Application access in ÁñÁ«ÊÓÆÁL — CPAs only (PDF, 200 KB)

ÁñÁ«ÊÓÆÁL Audit 2.0 Application Roles

The AUDIT 2.0 application user roles for submitting the AFR, State Compensatory Education (SCE) files, and depository contract information are listed below. Role assignments in Audit 2.0 will mirror those in the legacy Audit system. 

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

Select only one (1) role when requesting access to Audit 2.0, except for some Governmental Charter School users*

When working with both AFR and depository contract submissions, request the appropriate dual function role, or 
select a single function role if working with only one function:

Dual Function Roles

• Charter AFR and Depository Contract User - Submits AFR and depository contract
• ISD AFR and Depository Contract User - Submits AFR and depository contract
• *Governmental charter school personnel will need to request the two roles below if working with both functions:
  • Governmental Charter User - Submits AFR, and
  • Depository Contract User - Submit only depository contract

Single Function Roles 

• Charter AFR User - Submits AFR
• CPA Personnel - Submits AFR (CPA firm users only)
• Depository Contract User - Submit only depository contract
• ESC User - Submits AFR
• Governmental Charter User - Submits AFR
• ISD User - Submits AFR