Gateway: How to submit municipal audits online

1. Enter your current password, then enter a new password and confirm it under Password Settings
2. Choose a security question from the list and enter an Answer
3. Click Save when you have entered all Profile data

Having a security question and answer in the system will give you the option of resetting your own password using the “Forgot Password?” option on the login screen.

During regular business hours, DLS Gateway Support can always assist you with password or account issues: DLSGateway@dor.state.ma.us

• Municipal auditors have access to two Gateway modules: Directory and Misc Forms
• Click the module name to access the forms in each module

Directory lets you view contact information for officials associated with cities, towns, special purpose districts and regional school districts.

Use the filters to select a specific community or district, or to narrow the results to specific departments or positions (“functional role”)

The “Misc Forms” module contains two forms accessible by audit firm users: Audited Financial Data and Management Letter

These forms are used to submit information to the DLS Bureau of Accounts

Note: The Misc Forms module landing page contains information for all available forms, most of which audit firms do not have access to

To upload an audit report and submit it to the Bureau of Accounts:

• Click Audited Financial Data on the left side of the screen under Municipal Audit Reports
• Select the Jurisdiction Type, Jurisdiction and the report’s Fiscal Year from the drop-down menus, then click Go
• All jurisdictions are listed in the menu, but you can only access forms for the jurisdictions your firm is associated with

If you can’t access a client community’s form, contact DLS Gateway Support for assistance (dlsgateway@dor.state.ma.us)

Required Data:

Select an Opinion Type:

• Adverse
• Disclaimer
• Qualified
• Unqualified

Enter the report date (MM/DD/YYYY)

Upload at least one document (maximum file size is 24.9 MB)

Check the signature checkbox under Audit Firm Representative, then in the pop-up Signature box, click Sign (entering a comment is optional)

Click Save to save the current data

Green fields are “locked” and are not accessible to audit firm users (they are for DLS use only)

When the upload and data entry are complete, click Submit

If submitting a management letter to the Bureau of Accounts:

• Click Management Letter on the left side of the screen under Municipal Audit Reports
• Enter the letter date
• Upload at least one file
• Click Save

When the data is complete, sign and submit the form