What is eZ-Audit
eZ-Audit is the online system that schools use to submit annual financial statements and compliance audits through FSA Partner Connect.
How do I get access to eZ-Audit?
Access must be granted by your organization’s eligibility & oversight (E&O) administrator using the Account Access Management Center (AAMC) in Partner Connect.
How do I find out who my E&O administrators are for my organization?
Log in to Partner Connect, open “My Account,” then select “My Organization” to view your current E&O administrators.
What information is needed to create my eZ-Audit account?
Your administrator must enter your first name, last name, and business email address, and then must confirm your email address.
What happens after my administrator grants access?
You will receive an email prompting you to log in, review responsibilities, acknowledge your access, and complete E-Sign.
How do I activate my access?
Log in to Partner Connect, review the responsibilities, check all acknowledgment boxes, enter your legal name and the date, and then submit.
I am a foreign school user without a Social Security number (SSN). What should I do?
Partner Connect will assign a pseudo-SSN for foreign users who need one.
Can a user be both a school user and an auditor user?
No. Users may hold only one eZ-Audit user type at a time.
How does an E&O administrator add a brand-new user?
After signing in to Partner Connect, Open the AAMC. Go to “Manage User Accounts” and select “Add New User.” Enter the user’s required demographic information. Once complete, choose the access type needed, complete the user responsibility acknowledgments, and submit the request. The new user will receive an access form via email. The user must complete the access form to complete the process
How does an E&O administrator update an existing user?
To update an existing user, follow these steps:
- Sign in to Partner Connect.
- Open the AAMC.
- Go to "Manage User Accounts".
- Select the user you want to update.
- Choose "Modify Access."
- Select or adjust the eZ‑Audit access needed.
- Save the changes.
The user will be notified of their new access type and will confirm this access upon next logging in to FSA Partner Connect.
How is auditor user access granted?
The E&O administrator selects “Auditor User,” then chooses the correct auditing organization and TIN/EIN.
How do third-party servicers receive eZ-Audit access?
Third-party servicers receive eZ-Audit access once the school and the servicer have an established relationship within Partner Connect. To create this relationship, the servicer must complete the third-party servicer inquiry form listing the school as a client, and the school must update its e-App to identify the servicer as one of its contracted providers. Once the relationship has been established, the school must grant the servicer organization eZ-Audit access through the “Servicer Management” tab in the AAMC. Only then can the third-party servicer’s E&O administrator enroll individual users at the servicer organization for eZ-Audit access.
How does eZ‑Audit work for third-party servicer entities that are not acting on behalf of a school but need to submit their own audit?
Third-party servicer entities follow a process similar to schools. The third-party servicer E&O administrator can enroll users in eZ‑Audit for the standalone third-party servicer. The key requirement is that the administrator must first be signed in under the standalone third-party servicer organization before initiating any enrollment. Once enrolled, the third-party servicer will be able to access the eZ‑Audit system and manage audit submissions specific to that third-party servicer.
What if my school lost eligibility and I still need to submit an audit?
You must submit manually by emailing fsaezaudit@ed.gov.
Why am I getting an internal error when logging in?
Many errors occur because the “Review & Acknowledge” step is incomplete. Confirm this step, then try again after 24 hours. If the issue continues after 24 hours, contact the School and Partner Relations Center for more help by phone at 1‑800‑848‑0978 or submit an inquiry through the Contact Customer Support form at https://fsapartners.ed.gov/help-center/contact-customer-support.
My username has an apostrophe and is not recognized. What should I do?
Apostrophes in usernames are not supported by eZ‑Audit. If your current FSA User ID includes an apostrophe, you must update it to proceed. Contact the Help Desk for guidance on updating your FSA User ID by phone at 1‑800‑848‑0978.
Will I be notified when my access changes?
Yes. Partner Connect sends email notifications for new or modified access.
Can access be removed if no longer needed?
Yes. E&O administrators may uncheck access options in “Modify Access.”