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PTO Today: Annual Financial Review Guidelines (PDF) Plus

PDF guidelines and worksheet for an annual financial review (audit) of PTO accounts, to give to a volunter auditor.

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File Exchange: Tax Filing

Forms and instructions for PTOs completing a yearly informational tax return with the IRS, or with individual states.

Can’t find the file you need? Request a file on the File Exchange forum in the Message Boards. Lots of folks there might have exactly what you're looking for, and be happy to share.

MA Form PC (fillable PDF)

Massachusetts Form PC (fillable PDF) -- annual report for the Attorney General's office

Number of Downloads: 333 | User Rating: 3.7 out of 5 | Created on: 05/11/2009
Share File: http://www.ptotoday.com/filesharing/document/818-ma-form-pc-fillable-pdf | Details

PTO Today: IRS Decision Flow Chart pto today icon

Updated chart to help decide whether to file for 501(c)(3) status from the IRS.

Number of Downloads: 96 | User Rating: 0.0 out of 5 | Created on: 07/31/2008
Share File: http://www.ptotoday.com/filesharing/document/521-pto-today-irs-decision-flow-chart | Details

PTO Today: IRS Schedule G Completed Sample pto today icon

IRS form to supplement IRS Form 990 or 990-EZ, with lines filled in to illustrate a typical parent group; included in the Treasurer's Toolkit.

Number of Downloads: 2 | User Rating: 0.0 out of 5 | Created on: 02/11/2010
Share File: http://www.ptotoday.com/filesharing/document/1015-pto-today-irs-schedule-g-completed-sample | Details

PTO Today: IRS Form 990-EZ Completed Sample pto today icon

Annual IRS form, with lines filled in to illustrate a typical parent group's fiscal year; included in the Treasurer's Toolkit.

Number of Downloads: 89 | User Rating: 0.0 out of 5 | Created on: 08/05/2008
Share File: http://www.ptotoday.com/filesharing/document/545-pto-today-sample-irs-form-990-ez | Details

PTO Today: IRS Schedule A Completed Sample pto today icon

Annual IRS form to supplement IRS Form 990 or 990-EZ, with lines filled in to illustrate a typical parent group; included in the Treasurer's Toolkit.

Number of Downloads: 48 | User Rating: 0.0 out of 5 | Created on: 08/05/2008
Share File: http://www.ptotoday.com/filesharing/document/546-pto-today-sample-irs-schedule-a | Details

PTO Today: IRS Form 990-EZ Line-by-Line Description pto today icon

Each line of the 2008 Form 990-EZ, explained in detail; included in the Treasurer's Toolkit.

Number of Downloads: 178 | User Rating: 0.0 out of 5 | Created on: 08/05/2008
Share File: http://www.ptotoday.com/filesharing/document/547-pto-today-form-990-ez-line-by-line-description | Details

PTO Today: Year-End Treasurer's Substantiating Reports pto today icon

Annual treasurer's reports to support IRS Form 990-EZ, Schedule A, and Schedule G; included in the Treasurer's Toolkit.

Number of Downloads: 86 | User Rating: 0.0 out of 5 | Created on: 08/05/2008
Share File: http://www.ptotoday.com/filesharing/document/548-pto-today-sample-substantiating-report-for-form-990-ez | Details

PTO Today: IRS Form 990-EZ Sample Supporting Attachments pto today icon

Supporting documentation for two line items on Form 990-EZ; included in the Treasurer's Toolkit.

Number of Downloads: 95 | User Rating: 0.0 out of 5 | Created on: 08/20/2008
Share File: http://www.ptotoday.com/filesharing/document/575-pto-today-irs-form-990-ez-sample-attachments | Details

MA Annual Report for Charities (fillable PDF)

Number of Downloads: 166 | User Rating: 0.0 out of 5 | Created on: 05/11/2009
Share File: http://www.ptotoday.com/filesharing/document/817-ma-annual-report-for-charities-fillable-pdf | Details

PTO Today: "Where To Report It" Fundraisers Chart pto today icon

Where to report income and expenses for several common PTO and PTA activities on Form 990-EZ, Schedule A, and Schedule G.

Number of Downloads: 104 | User Rating: 0.0 out of 5 | Created on: 02/17/2010
Share File: http://www.ptotoday.com/filesharing/document/1018-pto-today-where-to-report-fundraisers-chart | Details

PTO Today: IRS Schedule A Line-by-Line Description pto today icon

Each line of IRS Schedule A (an attachment to Form 990-EZ), explained in detail; included in the Treasurer's Toolkit.

Number of Downloads: 38 | User Rating: 0.0 out of 5 | Created on: 02/17/2010
Share File: http://www.ptotoday.com/filesharing/document/1019-pto-today-schedule-a-line-by-line-description | Details

PTO Today: IRS Schedule G Line-by-Line Description pto today icon

Detailed explanation of each line of IRS Schedule G (an attachment to Form 990-EZ); included in the Treasurer's Toolkit.

Number of Downloads: 27 | User Rating: 0.0 out of 5 | Created on: 02/17/2010
Share File: http://www.ptotoday.com/filesharing/document/1020-pto-today-schedule-g-line-by-line-description | Details

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