For schools

1Go to dalcpa-portal.pages.dev

• Enter the email and password DALCPA gave you.
• Forgot the password? Contact your auditor.
• The "Sign in with Google" button is for DALCPA staff only.

2What needs your attention

• Needs your attention lists each checklist or questionnaire that still has open items, with a count. Click Open to go straight to it.
• Your engagements shows each audit year with its overall progress and the file review date.
• Notes from DALCPA shows messages your auditor has sent you.

1. 1What still needs work, per list
2. 2Open: go straight to that list
3. 3Your engagements: open one

3One panel per list

• Each checklist and questionnaire is a panel with its own progress.
• Click a panel to open it. Use the Contents rail on the right of a list to jump between sections.

1. 1A list: its own progress
2. 2Open the list

4Items, numbered as in your Drive folders

• Each item shows the document requested, any guidance under it, and a status on the right.
• Next incomplete at the top jumps to the next open item.
• Some items start with a Yes/No question. The answer decides what comes next: an upload box, or another list added to your engagement.
• Sections you have finished collapse; click a section bar to open it again.
• Changes save automatically. The line under the progress bar says "Saved" after each one.

1. 1Next incomplete
2. 2Contents: jump to a section
3. 3Status dropdown
4. 4Upload box: drag files here or click
5. 5Pencil: note for your auditor
6. 6Yes / No question

5Drag onto the box, or click it

• Drop one or several files onto the dashed box, or click it to choose files.
• Each file lands in the folder for that item and the item is marked Uploaded / Completed.
• Click a file name to download it, or to Remove it. Removing asks for a reason, which your auditor sees. The file itself stays with DALCPA.
• To replace a file, upload one with the same name.

1. 1Status
2. 2Upload box
3. 3Pencil: note for your auditor
4. 4Yes / No decides what appears next

6What the dropdown means

• Incomplete: nothing sent yet.
• In progress: you have started.
• N/A: does not apply to your school.
• No change from last year: offered on some items; use it when the document DALCPA already has is still current.
• Uploaded / Completed: set when you upload. Your auditor may set it back to Incomplete if something is missing; the item then reappears on your home page.

7The pencil beside the upload box

• Click the pencil to leave a note on that item, for example why a document is late or which file is which.
• Your note saves when you click away and shows on the item for your auditor.

The pencil is marker 3 in the picture under "Uploading a file".

8Answer each question

• Yes/No questions are buttons; others are text boxes. Type, then click away; the answer saves.
• Finishing a questionnaire completes the matching item on your checklist.
• You can come back and change answers until the audit is closed.

1. 1Next incomplete
2. 2Instructions at the top
3. 3Section: click to open or close

9Download links in the guidance

• Some items include a link to a worksheet or template from DALCPA.
• Click it to download the file. Fill it in, save it as Excel or PDF, and upload it on the same item.

1. 1Link to a worksheet or template: click to download