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PTO Today: Financial Review Guidelines and Worksheet  Plus

Step-by-step audit guide, adapted from the PTO Today Treasurer's Toolkit.

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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.


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MA Form PC (fillable PDF)
Massachusetts Form PC (fillable PDF) -- annual report for the Attorney General's office
Number of Downloads: 228  |  User Rating: 3.0 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 Chartpto today iconpto plus icon
Chart to help decide whether to file for 501(c)(3) status.
Number of Downloads: 55  |  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: Sample IRS Form 990-EZpto today iconpto plus icon
2004 version of the annual IRS form.
Number of Downloads: 80  |  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: Sample IRS Schedule Apto today iconpto plus icon
2004 version to supplement IRS Form 990/990-EZ.
Number of Downloads: 44  |  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 Descriptionpto today iconpto plus icon
Each line of the 2004 Form 990-EZ and Schedule A, explained in detail.
Number of Downloads: 77  |  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: IRS Form 990-EZ Sample Substantiating Reportpto today iconpto plus icon
Year-end treasurer's report to support attachments to the IRS form.
Number of Downloads: 67  |  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 Attachmentspto today iconpto plus icon
Supprting documentation for three line items on Form 990-EZ.
Number of Downloads: 81  |  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)
MA Annual Report for Charities (fillable PDF)
Number of Downloads: 113  |  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