File Exchange: Tax Filing
Get Organized
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.
Want to Share a File?
Submit a File
Massachusetts Form PC (fillable PDF) -- annual report for the Attorney General's office Details
Downloads: 1047
Annual IRS form, with lines filled in to illustrate a typical parent group's fiscal year; included in the Treasurer's Toolkit. Details
Downloads: 222

Each line of the 2008 Form 990-EZ, explained in detail; included in the Treasurer's Toolkit. Details
Downloads: 1162

Where to report income and expenses for several common PTO and PTA activities on Form 990-EZ, Schedule A, and Schedule G. Details
Downloads: 1139

Updated chart to help decide whether to file for 501(c)(3) status from the IRS. Details
Downloads: 777
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. Details
Downloads: 45

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. Details
Downloads: 104

Annual treasurer's reports to support IRS Form 990-EZ, Schedule A, Schedule G, and Schedule O; included in the Treasurer's Toolkit. Details
Downloads: 219

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. Details
Downloads: 165

Each line of IRS Schedule A (an attachment to Form 990-EZ), explained in detail; included in the Treasurer's Toolkit. Details
Downloads: 360
Detailed explanation of each line of IRS Schedule G (an attachment to Form 990-EZ); included in the Treasurer's Toolkit. Details
Downloads: 347
Details for how to fill out IRS Schedule O (an attachment to Form 990-EZ); included in the Treasurer's Toolkit. Details
Downloads: 146
Quick Links
Featured File
Recently Added Files
Box Tops for Education Collection Sheets 12 months
These are the sheets we are using to collect the Box Tops for Education.
Let's Go Giants, Superbowl Sunday BTFE Collection Sheet
Valentine's Day images, 25 ct collection sheet
President's Day Collection Sheet
Black History Month Collection Sheet
Request a File
Can’t find the file you need? Request a file here. Lots of folks might have (and be happy to share!) exactly what you’re looking for.





Get the latest expert tips, free tools and special giveaways delivered right to your inbox: