PTO Tax Return Toolkit

Stay in compliance with the IRS by completing your Form 990-EZ accurately! We’ll walk you through it line by line with the PTO Tax Return Toolkit.

This toolkit is an easy-to-understand guide for those volunteers who are taking care of annual financial and accounting tasks for their school parent group, including tax-exemption filings. It has explanations, how-tos, and line-by-line references to make sure that the annual reporting tasks are handled correctly, including the annual financial review. Kit includes: Overview of annual tasks, instructions for completing annual tax information returns, and completed samples and line-by-line instructions for Form 990-EZ and related schedules, plus guidelines and templates for a volunteer auditor to complete the annual financial review.

Did you know that PTO Today Plus members get all our toolkits as part of their membership? If you’re a Plus member, you can download the complete PTO Tax Return Toolkit right now. To learn more about Plus and all the benefits of membership, including access to all of our expert guides (retail value more than $350), visit

Buy Now Price: $29.00

After your purchase is complete, you’ll receive instructions on how to download the toolkit.


Chapter 1: Annual Tasks
Year-End Financial Review (Annual Audit)
State Reporting Requirements
Annual Tax Information Return: IRS Form 990-series
Key Dates for Annual Tasks

Chapter 2: Tackling Your PTO Tax Return
Which Form To File
Finding What You Need From the IRS
When and How To File
Overview of Form 990-EZ
Overview of Schedules A, G, and O

Chapter 3: Annual Audit: A Key Tool Often Overlooked
Who Does the Audit?
When To Audit
What the Auditor Does
Making Things Easier
The Auditor’s Report

Also included:

  • Form 990-N Line-by-Line Description
  • Form 990-EZ Line-by-Line Description
  • Form 990-EZ Completed Sample
  • Schedule A Line-by-Line Description
  • Schedule A Completed Sample
  • Schedule G Line-by-Line Description
  • Schedule G Completed Sample
  • Schedule O Line-by-Line Description
  • Schedule O Completed Sample
  • “Where Should I Report It?” Fundraisers Chart
  • Treasurer Support for Form 990-EZ
  • Volunteer Auditor Cover Letter
  • Annual Financial Review Guidelines
  • Annual Financial Review Report Template


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