CAPTA Toolkit

  • English
  • EspaƱol

Search

  • Home
  • Know the PTA
  • Finance
    • Table of Contents
    • Policies and Procedures
    • Financial Officers
    • Records, Reports and Forms
    • Banking
    • Income and Expenses
    • Budgeting
    • Fundraising
    • Programs at Schools
    • PTA Financial Review
    • Tax Filing
    • PTA as an Employer
    • Insurance
  • Membership
    • Table of Contents
    • Joining PTA
    • Membership Basics
    • Marketing Tools
    • Involving Students
    • Outreach
  • Programs
    • Table of Contents
    • Creating an event
    • Advocacy Action Plans
    • Awards
    • Popular Events
    • Scholarships and Grants
    • Family Engagement in Schools
    • Reflections Program
  • Advocacy
    • Table of Contents
    • Local Advocacy
    • Legislative Program
    • Election Campaigns and the Role of the PTA
    • Resolutions
    • Position Statements
  • Running Your PTA
    • Table of Contents
    • California State PTA Officers and Commissions
    • Meetings
    • Nominations and Elections
    • Planning and Organizing
    • Bylaws for PTAs in California
    • Historian Report
    • Communications
  • Forms
    • Table of Contents
    • Award Forms
    • Finance Forms
    • Running Your PTA Forms
    • Scholarship and Grant Forms
  • Job Descriptions
    • Table of Contents
    • Required Officers
    • Additional officers/chairmen

Tax Filing

Tax Requirements
Employer Identification Number (EIN)
Tax-Exempt Status and Letters of Determination
Sales Tax
Federal Taxes
State Taxes and Government Forms
Gross Receipts
Unrelated Business Income Tax
Filing Due Dates
Officer Responsibilities for Filing
Internal Revenue Service (IRS) Audit

Print Friendly, PDF & Email
  • Policies and Procedures
  • Financial Officers
  • Records, Reports and Forms
  • Banking
  • Budgeting
  • Fundraising
  • Programs at Schools
  • PTA Financial Review
  • Tax Filing
  • PTA as an Employer
  • Insurance
  • Glossary

Return to top of page

Copyright © 2023 · Genesis Framework · WordPress · Log in