Audit readiness checklist
for South African NPOs
Download the free checklist and organise your year-end file pack before your audit starts.
AUDIT READINESS CHECKLIST OVERVIEW
This free Audit Readiness Checklist helps South African NPOs prepare a clean, auditor-friendly year-end file pack. It’s structured into 10 practical steps and includes 36 key items your team can tick off before the audit starts. The audit readiness checklist walks you through the key close-off tasks, the supporting documents you should have on hand, and the common audit requests that typically cause delays when files are missing or incomplete. Use it to assign responsibilities, track progress, and keep everything filed consistently so your audit process is faster, smoother, and easier to manage.
What’s included in this checklist?
- 10-step audit readiness checklist.
- 36 tick-off items covering governance, bank and cash, revenue and funders, expenses, payroll, SARS, and DSD filing.
- A simple “For Auditors” handover approach so you can point auditors to the exact folder location.
Talk to an expert
Need help getting audit-ready?
If your audit preparation feels messy, incomplete, or stressful, you don’t have to figure it out alone. We help South African NPOs get audit-ready by making sure the right documents are in place, properly supported, and easy to present when auditors request them.
Click below to book a quick chat, and we’ll point you in the right direction based on your NPO’s setup and where you are in the audit process.
Other Resources
If you found this checklist useful, the resources below will help you keep your records organised throughout the year and make audit season far less stressful. You can download them individually, or work through them as a set.
A simple set of filing rules to keep your documents consistent, easy to find, and audit-friendly all year. Includes naming tips, what to save where, and how to avoid missing paperwork.
A monthly payroll checklist to keep inputs, approvals, and supporting documents consistent. Helps you catch changes early, reduce errors, and file proof each month so payroll stays clean and audit-ready.
A ready-to-use folder structure to keep audit and finance documents organised. Makes it easier to find what you need faster. Pair this with the Audit Readiness Filling Rules resource so you and your team can file consistently, and reduces last-minute scrambling.