When to use it
Supreme now requires one audit a year, covering the full fraternal year (July 1 – June 30), due August 15. It replaced the old twice-a-year filing, and it is submitted online only — the printed Form 1295A is a worksheet for preparation and your council file, and it says so on its face: "Do not send this worksheet to the Supreme Council."
Step by step
- Go to Finance → Audit (Form 1295A). The Audit Readiness banner shows whether your bank accounts are configured and how much of your transaction history is categorized. Categorize first — the cash-flow figures are built from categorized transactions, so an uncategorized year produces a blank statement.
- Click New Report and create one for the year you're filing. The audit due this August covers July 1 of last year through June 30 of this year.
- Open the report and work through the four tabs:
- Balance Sheet — savings, checking, money market and CD balances come from your bank statements (marked with a ↻). You add what DuesSync can't see: undeposited money, unswept Square/PayPal/Venmo, credit card balance, investments, and property over $5,000.
- Cash Flows — dues, event revenue, donations, per capita, supplies, program and event expenses all come from your categorized bank transactions, as does cash on hand at the start and end of the year.
- Charitable Fund — appears only if your council profile says you hold a Knights of Columbus Charitable Fund account. If it does, Supreme requires all three figures.
- Review & File — tick who reviewed the figures, confirm the officer email addresses, and file.
- Click Save worksheet as you go. Use Preview PDF to download Supreme's own worksheet with your figures filled in — that's the copy to hand the Trustees.
- On Review & File, type your full name under the certification and click File with Supreme. That submits the audit immediately; there is no draft stage on Supreme's side.
Tips & gotchas
- Every figure is editable. Anything marked ↻ came from your bank records — type over it if it's wrong. The audit is your council's statement, not the software's.
- Liabilities are yours to enter. DuesSync deliberately doesn't guess them: an unspent budget line is not a debt, and Supreme's invoices to your council aren't visible to us.
- Supreme requires four email addresses — Trustee 1, Treasurer, Financial Secretary and District Deputy — and won't accept the filing without them. They're pre-filled from your officer roster where DuesSync has an address. The District Deputy usually isn't on the roster, so set it in Council Profile if that field is empty.
- Supreme combines State and Supreme per capita into a single line, even though your budget tracks them separately.
- Officer approvals don't block filing. The checkboxes under Review & File are an internal sign-off for your own records.
- Emailing the worksheet is not filing. The email button sends it to you for review; only File with Supreme submits it.
- Supreme currently accepts only the 2024‑2025 and 2025‑2026 fraternal years on this form, so a report for a year outside that range can't be filed yet.
- A filed audit can't be filed twice — DuesSync blocks a second submission rather than letting Supreme record a duplicate.
- Deleting a draft report unlinks its assigned transactions but doesn't delete the transactions themselves.