SAFES
How to Use SAFES This online training video assists with using the State Auditor's Form Entry System. When you click the link below, you will be brought to a web page with a video player. Click on the white triangle in the center of the player and the online training video will begin playing.
Audit Practice Division
2020 Local Government Training Conference. State Auditor Julie Blaha will host a training for those working with local government finances in November 2020.
Government Information Division
CTAS Training Materials Instructional materials for the Small City and Town Accounting System (CTAS) are available as documents you can download to view or print and, in some cases, videos you can watch on your computer. Click here to be brought to the CTAS "Getting Started" webpage to find links to the documents and videos.
Pension Division
The Pension Division of the OSA has recorded a series of online training videos to assist with the completion of Pension reporting forms. When you click on one of the links below, you will be brought to a web page with a video player. Click on the white triangle in the center of the player and the online training video will begin playing.
- Reporting Requirements for Volunteer Fire Relief Associations (approximately 12 minutes)
- The FIRE Form: General Information (approximately 10 minutes)
- The FIRE Form: Completing the Plan Information Tab (approximately 11 minutes)
- The FIRE Form: Completing the Investment and Mutual Funds Tabs (approximately 6 minutes)
- The FIRE Form: Completing the Cash Flows Tab (approximately 7 minutes)
- The FIRE Form: Completing the Defined Contribution Table (approximately 9 minutes)
- The FIRE Form: Completing the Financial Information and Pension Payments Tabs (approximately 13 minutes)
- The SC Form: Completing the Active Tab (approximately 7 minutes)
- The SC Form: Completing the Deferred and Installments Tabs (approximately 8 minutes)
- The SC Form: Completing the Financial Projection and Required Contribution Tabs (approximately 10 minutes)
- SAFES Electronic Signature Process (approximately 11 minutes)
- Completing the Maximum Benefit Worksheet (approximately 4 minutes)
- Deferred Interest: Options and Calculations (approximately 18 minutes)
Tax Increment Financing (TIF) Division
2020 TIF Authority Training The Office of the State Auditor is pleased to offer tax increment financing training sessions for development authorities that have TIF districts or are considering the use of TIF. Please check back in May for details and registration information for in-person sessions expected to be held in July.
TIF Video Instruction Series The TIF Division of the OSA has prepared a series of training videos to assist with completing TIF forms.
When you click on one of the links below, you will be brought to a web page with a video player. Click on the white triangle in the center of the player and the video will begin playing.- Completing the Pooled Debt Form (approximately 7 minutes)
- Completing the TIF Plan Collection Form (for Modified Districts) (approximately 6 minutes)
- Completing the TIF Plan Collection Form (for New Districts) (approximately 8 minutes)
- TIF Annual Reporting Form Videos
- Introduction to the Form (approximately 2 minutes)
- The Home and Overview Tabs (approximately 2 minutes)
- The District Information Tab (approximately 11 minutes)
- The Debt Tab (approximately 7 minutes)
- The Interfund Loan Tab (approximately 9 minutes)
- The Pay-As-You-Go Tab (approximately 9 minutes)
- The Project Costs Tab (approximately 6 minutes)
- The Transfers Tab (approximately 3 minutes)
- The Revenues and Expenditures Tab (approximately 5 minutes)
- The Balance Sheet Tab (approximately 3 minutes)
- The Excess Increment Calculation Tab (approximately 4 minutes)
- The Annual Disclosure Statement and Comments Tabs (approximately 4 minutes)
- Submitting the Completed Form (approximately 3 minutes)
TIF Education Series The TIF Division has prepared a series of videos with information and background on Tax Increment Financing.
When you click on the link below, you will be brought to a web page with a video player. Click on the white triangle in the center of the player and the video will begin playing.
