A quick-reference checklist for returning users. For detailed instructions on any step, see the New Users Comprehensive Guide.
1. Confirm Your Deadline
Submissions are due 60 days after your fiscal year end (90 days for government entities). The final deadline for all submissions is the last day of February.
👉 A note on financial reporting: After discussions with performing arts CFOs, we recommend using trial balances when reporting values on the Benchmark P&L. If your organization consistently sees material adjustments to the operating financials during the audit process, contact us to discuss.
2. Update Your Data Extraction
If you set up custom reports from your systems of record in a previous year, verify they still reflect any changes to your operations. If you need hands-on help refreshing your setup, our On-Site Data Readiness service is available.
3. Work Through the Input Pages
Download the Excel workbook to organize your data before entry. Pay attention to year-over-year changes — anything that looks unusual should be noted in the anomalies field on Page 1a.
4. Review and Submit
Follow the Review & Submit Process guide when you're ready.