Treasurers Forms

Sample PTA Receipts Forms Click Here for Sample PTA receipts forms you can use for you local PTA unit.  New Annual Audit Form From FLPTA: Use either of these forms for the annual financial review. Outside_School-Related_Organization_Annual_Audit_Report_Form_revised_4.2019 Outside_School-Related_Organization_Monthly_Report_Form_-_revised_April_2019 A signed copy must be submitted to the school bookkeeper with a copy of the June bank statement.  […]

IRS Information

EVERY UNIT, EVERY YEAR IS REQUIRED TO FILE A TAX RETURN. This must be done well before November 15.  Here is where you can find more information Procedures for Florida PTA Compliance New Procedure 2016 Don’t wait until the November 15th deadline, filing takes less than 15 minutes.

Sample Donation Receipts from National PTA

Here are Sample PTA receipts forms you can use for you local PTA unit.   For Microsoft Word file Sample-Receipt-Forms-for-Fundraising. Contribution Greater than $75 Goods or Services Returned to Donor This acknowledges receipt of the following described property from you as a charitable contribution made on ________________ (date): (Describe the property given in this space.) […]

Important PTA End of Year Audit Questions

By:  DCCPTA Treasurer Treasurer@dccpta.org May 21, 2016   Question??? Who should be on the audit committee? Answer— Three non-check signers must be on the audit committee.   Question??? When can our annual PTA audit be conducted? Answer— Audits must be completed after June 30 when your fiscal year ends.  Complete your audit by September 30, […]

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