Required Reports. Annual Report for Indiana Public Libraries. PLAC Quarterly Reports. State Board of Accounts Employee Name and Compensation Report (Form 100R). W-2s. W-3 (IRS Annual Report). Annual Report to IN Department of Revenue. ID: 740419
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ANNUAL REPORTs
Jennifer Clifton, Library Development Office
Slide2Required Reports
Annual Report for Indiana Public Libraries
PLAC Quarterly Reports
State Board of Accounts Employee Name and Compensation Report (Form 100R)
W-2s
W-3 (IRS Annual Report)
Annual Report to IN Department of Revenue
Outstanding Indebtedness Report
LAR-1
Bi-annual Report to County Treasurer
Post Bond Sale/Post Lease Execution
LSTA grant reports
Slide3Annual Report for Indiana Public Libraries
Completed online in January
Due February 1
Signature page
Includes general library
info…For statewide statistics…Used by IMLS/Census for national statistics…Used for standards reviewCoversIncome/ExpendituresServicesHoldingsStaff salaries/benefitsPLAC
Watch for annual
w
orkshop offered in November
Slide4PLAC Quarterly Reports
# of cards/replacement cards sold
Remit payment for funds collected
Order more cards
Must complete, even if no cards sold.
After the end of the calendar year, money is distributed back to libraries on the basis of net loans.
Slide5SBOA Employee Name and Compensation Report (Form 100R)
Submit through Gateway
Due January 31
st
Info requested:
Employee names Addresses CompensationNote- names and salaries are public record, searchable on Gateway
Slide6W-2s
Federal Withholding Statements for Employees
Must be completed and given to each employee by January 31
st
Also, 1099’s for nonemployee compensation
Slide7W-3
Annual Report to Internal Revenue Service
Includes info from W-2s (state and county income tax withholdings)
Submitted in February following distribution of W-2s
Slide8Annual Report to IN Department of Revenue
Report state and county income tax
withholding information
to
state.
Slide9Outstanding Indebtedness Report
IC 5‐1‐18‐10 requires that each political subdivision report any outstanding bonds or leases to the Department of Local Government Finance
Report through Gateway
Due on or before March 1
Must report even if unit has no debt.
Slide10LAR-1 (Library Annual
Financial Report
)
Submitted to State Board of
Accounts through Gateway
Report of all the library’s funds in a calendar yearDue March 1Used as basis of AuditAlso shared with Census
Slide11Bi-annual Report to County Treasurer
Due June 1 and December 1
No official form- just submit names and
addresses of employees.
For employees who work in more than one county, certify the information for the employee to the county where the employee has the employee's principal office.
Slide12Post Bond Sale/Post Lease Execution
IC 5-1-18-7 and 5-1-18-8 require that political subdivisions entering into bonds and leases during a calendar year report these obligations to the Department of Local Government Finance.
Due December 31
st
Submit through Gateway
Slide13LSTA Reports
LSTA grant recipients only
Follow timeline in grant guidelines/contract
2013-
Quarterly reports due Aug, Nov, Feb
Final reports due June 30, 2014Submit to LSTA Consultant (me)
Slide14Where to get more help
Annual Report/Bookkeeping Workshop
Budget Workshop
DLGF Field Reps
Evanced
CalendarOr just ask.
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