Treasurer
Some files below must be downloaded and openned in Adobe Acrobat to access fillable options
Local Unit Budget and Financial Review Template (Make a copy to your Google account)
Sample Budget File (download and open in Excel)
Financial Review Information
Treasurer Presentation
SCPTA Sample Deposit Form
SCPTA Sample Payment Form
990 e-Postcard Information (File 990-ePostcard if annual gross receipts are normally $50,000 or less)
990 e-Postcard User Guide
Checklist Before Leaving Office
Control of Funds Letter from NPTA
National PTA Financial Practices
PTA Finance Information
Tax-Exempt Revocation Information
Treasurer Training Guide
SCPTA Sec. of State Registration Exemption Form
In order to access these files, please make sure that you have setup a National PTA Login. Never interacted with this site before? Create a New User Account at PTA.ORG.
