This is your one-stop-place for all the forms you will need in PTA. Quick Links to Instructions with forms: Related Pages Monthly Treasurer's Report Learn how to prepare and present a monthly treasurer report Treasurer's Tools All the forms to collect money, write checks, give monthly treasurer reports and more Monthly Treasurer Checklist Monthly List of Duties of a Treasurer Teacher Grants Tips to grant programs for teachers including sample forms Financial Report Forms Various Forms when turning in dues and reports to councils and regions. Includes Local to Council and Council to Region. Formularios Financieras en Español - Financial Forms in Spanish The various forms in Spanish that Treasurers must submit throughout the year. Grant Guidelines and Agreement Giving money to the school the right way Budgets Learn how to build and present your Budget to your General Membership and record adoption in Minutes and how to turn them into Utah PTA. PTA Ethics/Conflict of Interest Policy Board members shall conduct themselves with integrity and honesty and act in the best interests of this PTA /PTSA. The Conflict of Interest Policy spells out everything a board member needs to know. Basic Fiscal Management Procedures Procedures to protect PTA funds and what to do when there is a problem Year End Financial Statement The Year End Financial Statement is a overview or summary of the July 1st to June 30th fiscal year of a PTA/PTSA and is due to Utah PTA each August 1st. Annual Financial Reconciliation (AFR) What is an AFR and how to complete it and get it turned in IRS Filings Which 990 Tax Form should you files and instructions on how to do them Sales Tax Refund Request Utah PTA also has an exemption from sales tax from the Utah State Tax Commission. Every local unit in good standing qualifies for this exemption under the umbrella of Utah PTA. Learn how to submit this request. Traditional Banking Services Learn about best practices of a PTA checking and savings account including the monthly bank reconciliation E-Commerce/Prefunded Spending Cards Pre-funded Spending Cards allow your PTA/PTSA to provide board members the option to pay for items directly from the PTA using a credit card type spending card. How to Pay State and National Dues View instructions on submitting dues to state and print dues remittance forms. Sponsorships and Donations Learn how Sponsorships and Donations can effectively help your PTA to further its goals. Report of Trainings Each PTA shall have 2 officers attend one training annually. Find the form to upload. Page Details Navigation Pages: Treasurer's CornerTags: Treasurer
