Taxes Archive

Advice and instructions for PTO leaders on tasks related to the IRS, tax-exempt status, and filing tax information returns as a nonprofit organization. Find more articles and tools on the Bylaws/Nonprofit resources page.

  • 501(c)(3) FAQs for Parent Groups

    Answers to frequently asked questions about your PTO’s tax-exempt status, 501(c)(3) rules, and other legal topics.
  • IRS Cuts 501(c)(3) Paperwork

    Effective Sept. 9, 2008, new groups applying for tax-exempt status will no longer have to file Form 8734.
  • New IRS Filing Requirement: E-Postcard

    Starting in 2008, even nonprofit organizations with smaller gross receipts must electronically file an information return with the IRS.
  • Should PTOs Pay Expenses?

    Under certain conditions, it's OK for PTOs to pay travel and training expenses for board members. And if you don't get reimbursed, here's what you need to know about tax deductions.
  • Taxes, PTOs, and the IRS

    Questions about tax-exemption? Get the scoop on 501(c)(3).
  • Tax Breaks for Volunteers

    School or parent group volunteers may be entitled to some tax breaks for their contributions; tax professionals recommend taking deductions only if the group is a registered 501(c)(3) charity.
  • Tackling Your PTO Tax Return

    Even tax-exempt nonprofit organizations need to file a yearly statement with the IRS. With a little decoding, it's not so hard to do.
  • Can I Deduct That?

    The information you need so that your group’s supporters can get the full advantage from their tax-deductible donations.