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PTO Today: Cash Box Request Form (completed sample)
Completed version of the blank Cash Box Request form from the Treasurer's Toolkit.
Downloads: 2760 Hot!
PTO Today: Cash Box Request Form
A blank form that can be photocopied and used to keep track of committee chair requests for money to have on hand at an event. (See updated Cash Box Request Form in Excel format instead.)
Downloads: 9612 Hot!
PTO Today: Sample Parent Group Budget
Customizable spreadsheet example of a good budget.
Downloads: 9136 Hot!
Annual Financial Review Guidelines (Word)
Step-by-step instructions for conducting an annual audit of your PTA or PTO; use it along with the Annual Financial Review Worksheet Template to help your volunteer auditor reconcile income and expenses for the year. The guidelines and worksheet can be accompanied by the Volunteer Auditor Cover Letter. From the Tax Return Toolkit.
Downloads: 18888 Hot!
PTO Today: Nonprofit Donation Receipt
Use this blank form for community members who make donations to your group if it's registered as a tax-exempt charity. Customizable with your group's name and EIN. (Plus Members: Download the updated and fully editable Nonprofit Donation Receipt form in Excel format instead.)
Downloads: 32967 Hot!
PTO Today: Committee Chair Tips From the Treasurer
Customizable form for the treasurer to share with committee leaders.
Downloads: 8207 Hot!
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