PTO Record-Retention Rules
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How long should you keep the monthly treasurer reports? What about canceled bank checks or the yearly Form 990-EZ information returns? This checklist is based on IRS rules and includes guidelines for some of the most common types of PTO and PTA paperwork.
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Example of a monthly treasurer report showing income vs. spending; learn more about budgeting in the Leader’s Toolkit and Treasurer’s Toolkit.
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