Revised: 8/2021
The Indiana Form 9 Financial Transparency File is used to submit expenditure information on a monthly or six-month basis. For example, April 2021 is deadline to submit July-Dec 2020 data.
For more information on this report visit the Indiana Department of Education’s website https://www.doe.in.gov/finance.
Access Report Screen
1. Select Payroll Processing
2. Select State and Federal Reporting
3. Select Indiana
4. Select Form 9 Financial Transparency File
5. Select Report Date
Report Screen
Complete the following items for the Indiana Form 9 Financial Transparency File Transmission:
Dates and Periods:
•Reporting Month: select the month of your report.
•Reporting Quarter: select the quarter of your report.
•Quarter Ending Date: enter the ending date of your quarter.
•Report Calendar Year: select the correct calendar year.
•Report Fiscal Year: select the correct fiscal year.
District Address, Contact, Account #’s and other coding information:
1. District information: this information is completed from the information in the District Information table but update or complete as necessary.
•Monthly: Select to report monthly.
•Six-Month: Select to report for six months.
6. Select Save Setup
7. Select Create Report
a. The system will create a file. The file that is created is a .csv file. To save this file to your computer, right click on the folder and select “Save target as” or “Save link as.” The file is ready to submit to the state.
b. All files created will have a date and time stamp and a record of who created the file. If you leave the screen before saving the files to your computer, you will be able to find the files that were created by selecting “Show/Hide Historic Reports.”
c. To delete any of the files, select the box under the “Del?” Column, and then select “Delete.”
