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Run: Franchise Royalty and Marketing Fund Reconciliation Inspection

Use this weekly reconciliation inspection to verify gross sales, royalty calculations, and marketing fund remittances against the franchise agreement and sou...

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Inspection Setup and Reporting Period

Reporting week and store location identified critical (required)

Record the store name/number and the weekly reporting period covered by this reconciliation.

Franchise agreement rate sheet available for review critical (required)

Verify the current franchise agreement or approved rate schedule is available and matches the applicable royalty and marketing fund percentages.

Yes No N/A

POS sales report for the reporting week attached critical (required)

Attach the weekly POS or sales summary used as the source for gross sales reporting.

Any excluded or adjusted sales categories documented

Confirm any exclusions, refunds, discounts, chargebacks, or other adjustments are documented and supported by policy.

Yes No N/A

Gross Sales Reporting

Gross sales reported to franchisor critical (required)

Enter the gross sales amount submitted for the reporting week.

Note (optional)

Gross sales per POS or accounting records critical (required)

Enter the gross sales amount from the internal POS or accounting system for the same reporting week.

Note (optional)

Reported gross sales match internal sales records critical (required)

Confirm the amount reported to the franchisor matches the internal source records within approved tolerance, if any.

Yes No N/A

Sales report prepared and submitted on time

Verify the weekly sales report was prepared and submitted by the required franchise deadline.

Yes No N/A

Royalty and Marketing Fund Calculation

Royalty rate applied correctly critical (required)

Verify the royalty percentage used matches the current franchise agreement.

Yes No N/A

Marketing fund rate applied correctly critical (required)

Verify the advertising or marketing fund percentage used matches the current franchise agreement.

Yes No N/A

Calculated royalty amount critical (required)

Enter the royalty amount due for the reporting week.

Note (optional)

Calculated marketing fund amount critical (required)

Enter the marketing or ad fund amount due for the reporting week.

Note (optional)

Remittance Verification

Royalty remittance matches calculated amount critical (required)

Verify the royalty payment submitted equals the calculated royalty due for the week.

Yes No N/A

Marketing fund remittance matches calculated amount critical (required)

Verify the advertising or marketing fund payment submitted equals the calculated amount due for the week.

Yes No N/A

Remittance confirmation or payment receipt attached critical (required)

Attach proof of payment, remittance confirmation, or bank confirmation for the royalty and marketing fund transfers.

Exceptions, Deficiencies, and Sign-Off

Any variance or deficiency documented critical (required)

Describe any mismatch between reported sales, calculated fees, and remitted amounts, including root cause and corrective action.

Follow-up owner and due date assigned

Identify the person responsible for resolving any open item and the target completion date.

Inspector signature critical (required)

Inspector confirms the reconciliation review is complete and accurate.

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