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Below are some universal tasks and due dates to be completed by the business department in a school district. This is intended to be a resource and does not contain all tasks that must be completed by a business department.

January

January 1 - School Board must give notice of its schedule of regular meetings - including dates, times, and locations.  Post on website.


January 31 - w2 and 1099 tax forms must be mailed out to employees and vendors

February

February 6 - Last day for districts to view and post comments on ISBE for their Financial Profile

May

May 30 - School Drill Documentation (ISBE 91-02) is due to your Regional Office of Education (ROE).

June

June 30 - Annual Review Report and Minimum Component Checklist for the School Safety Drill Act are due to the Regional Office of Education (ROE).


June 30 - Final amended budgets must be filed with ISBE electronically.

June

June 30 - Annual Review Report and Minimum Component Checklist for the School Safety Drill Act are due to the Regional Office of Education (ROE).


June 30 - Final amended budgets must be filed with ISBE electronically.

July

July 1 - School Board must give notice of its schedule of regular meetings - including dates, times, and locations.

August

August 15 - TRS Report Due


August 15 - Pupil Transportation Report Due


August 15 - ESSA Site Based Reporting Due

September

September 1 - On or before, the district must publish a notice of the school budget availability for public inspection and hearing date.


September 15 - School districts must contact the responding local fire official to propose four dates within the month of October for a school safety drill.


September 30 - On or before, the school district must hold a public meeting to adopt the school district budget.

October

October 15 - Annual Financial Report is due to the Regional Office of Education (ROE).


October 31 - School district budget forms must be electronically submitted to ISBE thirty days after adoption.


October 31 - School districts shall post adopted budget on website.

December

December 1 - School Districts and Joint Agreements must publish a summary of their Annual Statement of Affairs in a local newspaper.


December 30 (estimated) - On or before the last Tuesday of December, tax levies must be certified and filed with the appropriate County Clerk

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