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Dear PTA leaders,

This PTA financial packet is full of helpful information for you and your PTA. We're here to support you in overseeing a successful PTA. We hope this packet helps make your job a little easier.  

This packet should have arrived in mailboxes last week. If you would like a digital copy, you can download it here.

The Internal Revenue Service (IRS) filing deadline for organizations with a Fiscal Year end date of June 30, 2022, is Tuesday, November 15, 2022. See below for the forms due today:
  • Deadline to file Internal Revenue Service (IRS) Form 990 
  • Deadline to file CA Franchise Tax Board (FTB) Form 199
  • Deadline to file CA Office of the Attorney General (OAG) Form RRF-1
If you still need to get it done - you can file for a free extension on the website: efile.form990.org tonight. Visit www.capta.org for additional updates and information.
Your financial packet will put critical information at your fingertips, including:
  • Important dates
  • PTA Insurance coverage and guide
  • Where you can go for tax filing support
  • Tips and resources for charities
  • Purchasing and liability guidelines
  • Plus, so many more valuable resources and nuggets of information to support you as a PTA leader!
We’re here to help, click here to find the resources and financial information you need.

Thank you for all you do on behalf of PTA to support children, families, and your community.
 

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