Filing your Annual Report
Using the Secure Data Portal (SDP) to file your Annual Report
Once you have logged into SDP, select the drop-down option 'Annual Report (31 May)'
Your report should be a single PDF file, including audited annual financial statements and required signatures (Board Chairperson, Principal, and Independent Auditor’s Report)
Please ensure you scan originals rather than copies when creating the PDF to ensure they are legible.
Submission of financial statements in Excel format
Schools/kura can also upload an Excel spreadsheet version of their annual financial statements via SDP. Please ensure that this is the final audited version of the annual financial statements. Uploading an Excel version of this data will help ensure schools/kura data can be collated in a timely manner. This is optional and is in addition to the required PDF version for the annual financial statements.
The process for uploading the Excel version of the annual financial statements is the same as the above process.