File Exchange: Tax Filing
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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.
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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: 218
Massachusetts Form PC (fillable PDF) -- annual report for the Attorney General's office Details
Downloads: 1155
Annual IRS form, with lines filled in to illustrate a typical parent group's fiscal year; included in the Treasurer's Toolkit. Details
Downloads: 239
Each line of the 2008 Form 990-EZ, explained in detail; included in the Treasurer's Toolkit. Details
Downloads: 1261
Where to report income and expenses for several common PTO and PTA activities on Form 990-EZ, Schedule A, and Schedule G. Details
Downloads: 1216
Updated chart to help decide whether to file for 501(c)(3) status from the IRS. Details
Downloads: 833
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: 46
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: 107
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: 230
Each line of IRS Schedule A (an attachment to Form 990-EZ), explained in detail; included in the Treasurer's Toolkit. Details
Downloads: 389
Detailed explanation of each line of IRS Schedule G (an attachment to Form 990-EZ); included in the Treasurer's Toolkit. Details
Downloads: 383
Details for how to fill out IRS Schedule O (an attachment to Form 990-EZ); included in the Treasurer's Toolkit. Details
Downloads: 172
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