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PTO Today: Tax Return Toolkit

PTO Today: Tax Return Toolkit

This comprehensive guide for school parent groups will help the treasurer or other key volunteer with completing the annual information returns for the IRS accurately. The toolkit includes general guidance as well as line-by-line descriptions and completed samples. See the Tax Return Toolkit contents list for more information.
Downloads: 300 plus iconMembers only ?
PTO Today: IRS Form 990-N Line-by-Line Description

PTO Today: IRS Form 990-N Line-by-Line Description

Detailed explanations for a typical K-8 school parent group with gross receipts of less than $50,000, filling out IRS Form 990-N. More information about Form 990-N is in the Tax Return Toolkit. The latest versions and instructions for all IRS forms should be downloaded from the IRS website.
Downloads: 267
Annual Financial Review Worksheet Template

Annual Financial Review Worksheet Template

Provide this worksheet along with the Annual Financial Review Guidelines to help your volunteer auditor conduct a thorough audit of your parent group's finances each year. From the Tax Return Toolkit.
Downloads: 12210 Hot!
PTO Today: IRS Schedule O Line-by-Line Description

PTO Today: IRS Schedule O Line-by-Line Description

Detailed explanations for a typical K-8 school parent group filling out IRS Schedule O, to supplement IRS Form 990-EZ. More about Form 990-EZ and Schedule O are in the Tax Return Toolkit. The latest versions and instructions for all IRS forms should be downloaded from the IRS website.
Downloads: 2338 Hot!
PTO Today: IRS Schedule O Completed Sample

PTO Today: IRS Schedule O Completed Sample

Sample completed Schedule O for the 2021-22 tax year, filled in to reflect a typical K-8 school parent group. This completed sample supplements the IRS Form 990-EZ Completed Sample. More about Form 990-EZ, Schedule O, and this completed sample are in the Tax Return Toolkit, which also includes a Schedule O Line-by-Line Description. The latest versions and instructions for all IRS forms should be downloaded from the IRS website.
Downloads: 1713 Hot! plus iconMembers only ?
PTO Today: IRS Schedule G Line-by-Line Description

PTO Today: IRS Schedule G Line-by-Line Description

Detailed explanations for a typical K-8 school parent group filling out IRS Schedule G, to supplement IRS Form 990-EZ. More about Form 990-EZ and Schedule G are in the Tax Return Toolkit. The latest versions and instructions for all IRS forms should be downloaded from the IRS website.
Downloads: 2241 Hot!
PTO Today: IRS Schedule A Line-by-Line Description

PTO Today: IRS Schedule A Line-by-Line Description

Detailed explanations for a typical K-8 school parent group filling out IRS Schedule A, to supplement IRS Form 990-EZ. More about Form 990-EZ and Schedule A are in the Tax Return Toolkit. The latest versions and instructions for all IRS forms should be downloaded from the IRS website.
Downloads: 2504 Hot!
Chart: Where To Include Fundraiser Info on Form 990-EZ

Chart: Where To Include Fundraiser Info on Form 990-EZ

Not sure which line of Form 990-EZ the carnival expenses get added to, or whether to include the candy sale fundraiser proceeds on Schedule G? We've included some of the most common types of revenue-generating activities for PTOs and PTAs, noting where each one gets reported on IRS Form 990-EZ, Schedule A, and Schedule G. From the Tax Return Toolkit.
Downloads: 4235 Hot!
PTO Today: IRS Schedule G Completed Sample

PTO Today: IRS Schedule G Completed Sample

The 2021-22 tax year version of Schedule G, filled in to reflect a typical K-8 school parent group. This completed sample supplements the IRS Form 990-EZ Completed Sample. More about Form 990-EZ, Schedule G, and this completed sample are in the Tax Return Toolkit. Also in the Toolkit is a Schedule G Line-by-Line Description. The latest versions and instructions for all IRS forms should be downloaded from the IRS website.
Downloads: 210 plus iconMembers only ?
Treasurer Support for Form 990-EZ

Treasurer Support for Form 990-EZ

Detailed example of year-end financial info to support the completed samples of Form 990-EZ, Schedule A, Schedule G, and Schedule O for the 2022-23 tax year. More information about these year-end treasurer reports and annual filing with the IRS is in the Tax Return Toolkit.
Downloads: 698 plus iconMembers only ?
PTO Today: IRS Form 990-EZ Line-by-Line Description

PTO Today: IRS Form 990-EZ Line-by-Line Description

Detailed explanations for a typical K-8 school parent group filling out IRS Form 990-EZ. More about Form 990-EZ is in the Tax Return Toolkit. The latest versions and instructions for all IRS forms should be downloaded from the IRS website.
Downloads: 7386 Hot!
PTO Today: IRS Schedule A Completed Sample

PTO Today: IRS Schedule A Completed Sample

The 2021-22 tax year version of Schedule A, filled in to reflect a typical K-8 school parent group. This completed sample supplements the IRS Form 990-EZ Completed Sample. More about Form 990-EZ, Schedule A, and this completed sample are in the Tax Return Toolkit; the Toolkit also includes a Schedule A Line-by-Line Description. The latest versions and instructions for all IRS forms should be downloaded from the IRS website.
Downloads: 292 plus iconMembers only ?
PTO Today: IRS Form 990-EZ Completed Sample

PTO Today: IRS Form 990-EZ Completed Sample

The 2021-22 tax year version of Form 990-EZ from the IRS, filled in to reflect a typical K-8 school parent group. This form is a review of one complete financial year and is often used in conjunction with Schedule A and Schedule G. More information about Form 990-EZ and this completed sample can be found in the Tax Return Toolkit, which also includes a Form 990-EZ Line-by-Line Description. The latest versions and instructions for all IRS forms should be downloaded from the IRS website.
Downloads: 612 plus iconMembers only ?
Volunteer Auditor Cover Letter

Volunteer Auditor Cover Letter

This customizable letter gets sent to someone who has volunteered to conduct an annual financial review or audit for your PTO or PTA. It outlines the financial review process and should be sent along with the Annual Financial Review Guidelines. From the Tax Return Toolkit.
Downloads: 1073 Hot! plus iconMembers only ?
Annual Financial Review Guidelines (Word)

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: 18897 Hot!

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