Welcome to Financial Operations

Program Menu

We establish processes and systems which support Utah public school children and our stakeholders by applying best practices with constant attention to timeliness, completeness and accuracy.

We are leaders in providing support, direction, distribution and accountability of financial, construction, and pupil transportation resources for our constituencies.

Report Due Dates

The Utah Code contains dates stating when certain functions of the property tax system must be completed. Some of these dates must be strictly adhered to, but others are suggested time frames.

Report Submission Tracking
Reports dates and status of financial reports, transportation reports, and pupil accounting reports submitted by School Districts and Charter Schools.

State of Utah Property Tax Calendar
Utah State Tax Commission
Specifies key dates for the property tax cycle.

Due Dates by Month

July 7
Data Clearinghouse Final Update (Prior Year)

July 15
Annual Financial Report (AFR) (New Year Budget Submission)

Pupil Transportation

  • Bus Inventory Report (Current Year)
  • Annual Statistical Report Form C (Miles)
  • Annual Statistical Report Form D (Minutes)

Immunization Status Final Report (Prior Year)
Submitted to the Utah State Health Department

Year End Web Survey (Prior Year)
Submitted via the web to Utah State Board of Education Data and Statistics


  • Classified Personnel Report
  • Driver Education Student Data Report
  • Fee Waivers Report
  • Teacher Benefits Report

August 2
Compliance and Assurances Statement (Prior Year)

September 15
Agreed-Upon Procedures Adult Education
Submitted to Utah State Board of Education Adult Education Department

Extended Year for Severely Disabled Report
Submitted to Utah State Board of Education Special Education Department

Student Membership Audit Report (Prior Year)

October 1
Annual Financial Report (AFR)

Annual Program Report (APR)

Seven business days after October 1 - UTREx - complete update required as of October 1 for current year

October 15
UTREx - revised update as of October 1 for current year, if significant errors are identified by the Utah State Board of Education or the LEA.

November 1
Fall Enrollment and Transfer Student Documentation Audit Report (Current Year)

Immunization Status Report (Current Year)
Submitted to Utah State Health Department

Pupil Transportation

  • Statistics, Schedule A1completed and submitted each year.
  • Routing Maps completed and submitted each year.

November 15
CACTUS Update (Current Year)

Free and Reduced Price Lunch Enrollment Survey as of October 31 (Current Year)
Submitted to Utah State Board of Education Child Nutrition Program

November 30
Financial Audit Report

December 15
Data Clearinghouse File Update as of December 1 (Current Year)
Pupil Transportation Driver Information Form E

Indirect Cost Data

January 31
Impact Aid Application

February 28
RDA Representative List (Current Year)

April 2
Necessarily Existent Small Schools (three year review cycle)

June 29
CACTUS Data Finalized