Council and Region Reports

Council Collects From Locals (mostly through Memberhub Compliance Hub)Œ

• Local Year-End Financial statements Œ
• Local Annual Financial Reconciliation Œ
• Local 990 Tax
• Local Sales Tax Refund Request Forms
• Local approved budgets and meeting minutes where approved Œ
• Local Ethics/Conflict of Interest Policy forms Œ
• Local Basic Fiscal Management Procedures Œ
• Local Board Lists
• Local Insurance Proof ŒŒ
• Other reports as requested Œ
• Track submission of Local Report Forms #1, #2 and #3

Region Collect From Councils (mostly through Memberhub Compliance Hub)

Locals will turn in directly to region if there are no councils organized.Œ

• Council and/or local Year-End Financial statements Œ
• Council and/or local Annual Financial Reconciliation Œ
• Council and/or local Summaries of Year-End Financial Reports Œ Œ Œ
• Council and/or local Sales Tax Compilations with all local Sales Tax Refund Request Forms Œ
• Council and/or local approved budgets and meeting minutes where approved Œ
• Council and/or local Ethics/Conflict of Interest Policy forms Œ
• Council and/or local Basic Fiscal Management Procedures
• Council and/or local Board List
• Council and/or local Insurance Proof
• Council and/or local Summaries of Beginning Year Reports
• Other reports as requested Œ
• Track submission of local and Council Report Forms #1, #2 and #3

Council Completes and Submits to Region 

• Council Year-End Financial Statement Œ
• Council Annual Financial Reconciliation Œ
• Council Summary of Year-End Financial Reports Œ
• Council Summary of Beginning Year Reports Œ
• Copy of local, council, and region 990s Œ
• Council Sales Tax Compilation with council and all local Sales Tax Refund Request Forms Œ
• Council Report Forms #1, #2, and #3

Region Completes and Submits to Utah PTA Œ

• Region Year-End Financial Statement Œ
• Region Annual Financial Reconciliation Œ
• Region Summary of Year-End Financial Reports Œ
• Region Summary of Beginning Year Reports Œ
• Copy of local, council, and region 990s Œ
• Region Sales Tax Compilation with region (if you have a separate checking account), council and all local Sales Tax Refund Request Forms Œ
• Region Report Forms #1, #2, and #3