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Property management
HOA Audit Checklist Template

HOA Audit Checklist Template

The HOA Audit Checklist is a document used by homeowners’ associations to gather and verify records for financial and operational audits. It includes financial statements, contracts, insurance and maintenance reports, serving as a useful reference for both internal reviews and external auditors.

Originally published by luminpdf.com

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HOA Audit Checklist with sections for financial records, governing documents, property maintenance and internal controls

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HOA Audit Checklist with sections for financial records, governing documents, property maintenance and internal controls page 0

Used 179 times

Frequently asked questions

The HOA Audit Checklist helps homeowners’ associations prepare for audits by organizing essential financial, governance and property records. It covers areas such as bank statements, contracts, insurance policies and maintenance logs, making it easier for auditors to review compliance. Boards may also use this template as an internal HOA audit checklist, strengthening transparency and ensuring that records are consistently documented.
The checklist is usually prepared by the HOA treasurer, board members or property management company in coordination with auditors.
The completed checklist is kept in the HOA’s financial and compliance records and may be shared with auditors or regulatory authorities when required.

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