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Need to check your unit’s overall financial health? Here is an all-in-one CHECKLIST to complete each year that will let you know where your unit can improve its financial controls and accountability to your members. Do we really have to keep all these files for 3 years? 7years? Forever? Maybe! Check HERE to see how long each item needs to be retained.
Running a PTA is actually running a non-profit corporation with all the rules and regulations that entails. Click HERE to read all about the current federal and state requirements. Need to find out if your next planned activity is safe? Check HERE for the latest Red Light, Yellow Light, Green Light list from the insurance company.
Need a form? Chances are we have a sample HERE that you can adapt for your PTA. Not sure which form to file with the IRS? Check the chart HERE.
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