Created: 10/1/2024
Reviewed: 12/12/2024
Revised: 12/18/2024

* The underlined text indicates the domain's submission level as it appears on the District Administration > Options > TSDS > Domains & Entities page.

1. Verify district information for current/prior school year.

   Verify district information for current/prior school year

   District Administration > Tables > District Information > District Name/Address

   

   ❏ In the Year field, type the four-digit school year for which you want to add or retrieve data and click Retrieve.
   
   ❏ Verify the ESC Region Number and ESC County District Number are accurate. The ESC County District Number is the six-digit ESC county district number assigned by Texas Education Agency (TEA).
   
   ESC County District Numbers
   
   ❏ Click Save for each year; each year is a separate record.

2. Verify campus information/exclude non-instructional campuses from reporting.

   Verify campus information/exclude non-instructional campuses from reporting

   District Administration > Tables > District Information > Campus Name/Address

   Ensure the Exclude from reporting to TEA checkbox is selected for all non-instructional campuses/departments to exclude them from being reported to TEA.

   

   ❏ In the Year field, type the four-digit school year for which you want to add or retrieve data and click Retrieve.
   
   ❏ Retrieve each campus record and confirm that the address and phone numbers are accurate.
   
   ❏ Review the following guidelines as consideration for selecting the Exclude from reporting to TEA checkbox:

   • Instructional campuses listed in ASKTed (001, 041, 101, etc.) should not have the Exclude from reporting to TEA checkbox selected.
   • Non-instructional campuses (701, 750, 999, and other campuses or departments needed for purchasing) should have Exclude from reporting to TEA selected.
   • Education Service Centers (ESCs): Exclude all campuses from TEA reporting.
   • Business-only LEAs: Exclude all campuses from TEA reporting.

   
   ❏ Click Save for each campus; each campus is a separate record.

3. Verify Shared Services Arrangements, as needed.

   Verify Shared Services Arrangements, as needed

   District Administration > Tables > District Information > Shared Services Arrangement

   

   ❏ In the Year field, type the four-digit reporting year for which you want to add or retrieve data and click Retrieve. For example, the reporting year for the 2024-2025 school year is 2025.
   
   ❏ Under Shared Services Arrangements (left side of page), enter all Shared Services Arrangements for which the LEA is a member.

   • Indicate the Shared Services Type and Fiscal Agent District ID.
   • If the LEA is the Fiscal Agent of the SSA, click the spyglass for that SSA record.

   
   
   ❏ Under Shared Services Arrangement Member Amounts (right side of page), click +Add to add a row. Complete the following fields:

   • Member District ID (CCCDDD)
   • Fund
   • Fiscal Year - This is the last fiscal year's SSA data. For example, for reporting year 2025 (school year 2024-2025), use SSA data from the 2023-2024 financial fiscal year 4.
   • Amount- This is the amount spent on the member’s behalf.

   
   

   Note: Since each year is entered on this tab, there are not separate tabs for the current and prior years as in previous years.

   ❏ Click Save.

1. Add fund balance data.

   Add fund balance data

   District Administration > Tables > District Information > Fund Balances

   This tab is used to enter prior year ending fund balances (3XXX) as reflected on schedule C-1 of the audit. The purpose of these entries is to collect actual audited financial data for the prior school year as it is reported in the PEIMS Mid-Year Submission.

   This data is included in the PriorYearActualExt Entity and represents the sum of the financial transactions to date relating to a specific account.

   

   Year

   Verify that the correct year is displayed. If not, type the correct four-digit year for which you want to add or retrieve data and click Retrieve. TIP: Keep in mind that you are reporting prior year actual amounts. This means the year you enter should be one year ahead of the fiscal year associated with the fund entries. For example, if reporting on the 2024-2025 year, use data from the 2023-2024 year, entering 2025 in the Year field and 4 in the FY field for the fund entries.

2. Add crosswalks.

   Add crosswalks

   Finance > Tables > TSDS Crosswalks

   Map financial data from the LEA's set of accounts to TEA's Chart of Accounts for both the current and previous file IDs.
   
   Verify the TSDS crosswalks copied from State Reporting are correct. Make corrections as needed.
   
   Verify that there is not a crosswalk for the automatic crosswalks processed by ASCENDER. Automatic crosswalks are applied after any applicable crosswalks entered on this page. Review the Automatic Crosswalks section on the Finance TSDS Crosswalk Tables page.

   

   For example:

   

3. Verify Finance data.

   Verify Finance data

   Finance > Inquiry > General Ledger Inquiry > General Ledger Account Summary

   Prior year financial data is extracted from Finance for applicable funds. The totals include actual amounts entered into the system in the prior file ID.

   

   The following data is reported:

   • Fund (1XX-701)
   • Function
   • Object
     • Report 5XXX-8XXX
     • Unlike Fall data, which collapses 61XX into 6100, 62XX into 6200, 63XX into 6300, etc., each object code is reported (6112, 6118, 6119, etc.)
   • Organization
   • Fiscal Year
   • Program Intent
   • Amount (rounded to the nearest dollar)