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Administration and Finance

Using the Amendment Smart Form

Amendments to the End of Year Financial Report can be made using the automated amendment smart form.

Do not use Firefox or Mozilla as a browser for this application.

Follow these steps to access and use the form

  1. Login to the security portal

  2. Select "Application List" then select the EOY Amendment Form at the bottom of the Applications menu.

  3. Select the appropriate fiscal year.

  4. Select your district from the organizations list and click next.

  5. Use the drop down menus to select the schedule, line, and column for the amendment that you want to make. If the change impacts Schedule 3, a dropdown menu with your school list will appear, select the appropriate school report.

  6. Enter the original entry and the correct entry in their respective boxes. Please remember to match the original entry to the decimal point to facilitate processing. Also, please make sure that if you previously amended a value on the report, that the original submission matches the most recently corrected amount.

  7. Indicate whether the amendment is due to an audit finding.

  8. Select the add button to add the amendment to your list of pending changes. If you make a mistake, you can delete any pending changes before submitting them to the Department.

  9. To add additional amendments to your list of pending changes, simply select the schedule, line, and column, enter the original and corrected figures, and select the add button. The amendment will be added to the list.

  10. When you are done, check the box to attest to the veracity of the amendment(s).

  11. Click the submit button to upload the changes.

Other Items

  • Each time you login to the amendment smart form, you will be able to view a record of the amendments that you have submitted and those that are still pending.
  • The record of amendments will automatically be sorted by the date that they were submitted, with pending changes at the top of the list, though users can sort the records based on any of the columns.
  • If your list of amendments extends beyond more than one page, you can toggle between pages by selecting the link to the page that you want to view.
  • Print your list of amendments in landscape format in order to view all of the fields.

Last Updated: November 2, 2021

Contact Us

Massachusetts Department of Elementary and Secondary Education
135 Santilli Highway, Everett, MA 02149

Voice: (781) 338-3000
TTY: (800) 439-2370


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