Financial Reports, Documents and Forms

Accounting

Document Name	PDF Link
Bank & References Sheet/Tax ID Number/Tax Exemption Statement	Contact Janet Howell for a copy - j2howell@shelbyed.org
Payment Schedule	PDF
Accounting and Fiscal Operations Manual Intranet Access Only - you must be logged in to the Shelby county system to access this file.	See Internal Documents

Bids/Purchasing/Vendor Information

Document Name	Document Link
Instructions for the Requester of Form W-9	PDF
Vendor Application	PDF
Link to State Examiners' Guidance for Procedures (Forms and Publications web page)

Financial Reports

Document Name	Document Link
Audited Annual Financial Statement September 30, 2019	PDF
Audited Annual Financial Statement September 30, 2018	PDF
Financial Accountability Reports FY 20	PDF
Financial Accountability Reports FY 19	PDF
Financial Accountability Reports FY 18	PDF
Monthly Financial Statement Fiscal Year 2021, Fiscal Period 11	PDF
Monthly Financial Statement Fiscal Year 2021, Fiscal Period 10	PDF
Monthly Financial Statement Fiscal Year 2021, Fiscal Period 09	PDF
Monthly Financial Statement Fiscal Year 2021, Fiscal Period 08	PDF
Monthly Financial Statement Fiscal Year 2021, Fiscal Period 07	PDF
Monthly Financial Statement Fiscal Year 2021, Fiscal Period 06	PDF
Monthly Financial Statement Fiscal Year 2021, Fiscal Period 05	PDF
Monthly Financial Statement Fiscal Year 2021, Fiscal Period 04	PDF
Monthly Financial Statement Fiscal Year 2021, Fiscal Period 03	PDF
Monthly Financial Statement Fiscal Year 2021, Fiscal Period 02	PDF
Monthly Financial Statement Fiscal Year 2021, Fiscal Period 01	PDF
FY2020 - General Purpose Financial Statement ( SDE Approved February 26, 2021)	PDF
FY2019 - General Purpose Financial Statement ( SDE Approved January 13, 2020)	PDF
Original Budget - FY 2021 (SDE Approved)	PDF
Original Budget - FY 2021 Amendment No. 1 (SDE Approved)	PDF
Original Budget - FY 2021 Amendment No. 2 (SDE Approved)	PDF
Original Budget - FY 2020 - Amendment No. 1 (SDE Approved)	PDF
Original Budget - FY 2020 (SDE Approved)	PDF
Original Budget - FY 2019 (SDE Approved)	PDF
Original Budget - FY 2019 - Amendment No. 1 (SDE Approved)	PDF
Original Budget - FY 2018 (SDE Approved)	PDF
Original Budget - FY 2018 - Amendment No. 1 (SDE Approved)	PDF
Original Budget - FY 2018 - Amendment No. 2 (SDE Approved)	PDF

Alabama Immigration Law Compliance

Business Entity/Employer/Contractor Forms
In 2012, the State of Alabama passed legislation requiring businesses to show evidence of immigration compliance for their employees in certain types of business transactions.  Please refer to the Alabama Department of Education’s website for Guidance for Compliance with E-Verify

Shelby County Board of Education - Completed Immigration Compliance Forms	Document Link
Shelby County Board of Education - Memorandum of Understanding	PDF
Shelby County Board of Education - W-9 (completed)	Contact Janet Howell for a copy - j2howell@shelbyed.org

Check Registers

Check Register Period	Document Link
Sept 2021 Check Register	PDF
August 2021 Check Register	PDF
July 2021 Check Register	PDF
June 2021 Check Register	PDF
May 2021 Check Register	PDF
April 2021 Check Register	PDF
March 2021 Check Register	PDF
February 2021 Check Register	PDF
January 2021 Check Register	PDF
Dec 2020 Check Register	PDF
Nov 2020 Check Register	PDF
Oct 2020 Check Register	PDF

Indirect Cost Allocations

Indirect Cost Allocations	Document Link
FY 21-22 Indirect Cost Application (SDE Approved)	PDF
FY 20-21 Indirect Cost Application (SDE Approved)	PDF
FY 19-20 Indirect Cost Application (SDE Approved)	PDF
FY 18-19 Indirect Cost Application (SDE Approved)	PDF

Payroll

Document/Contact Name	Document/Email Link
Direct Deposit Form	See Internal Documents Site
Change Request Form	See Internal Documents Site
Sick Leave Bank Form	See Internal Documents Site
Income Tax Withholdings - W4	www.irs.gov
Income Tax Withholdings - A4	revenue.alabama.gov
Retirement - Bethany Hutton	EMAIL
Insurance - Lynne Hanson	EMAIL

Retirement Information

Link to Retirement System of Alabama website