Unit President

Click on link to form or more information

• President's Report

• Unit Historian Report

Financial/Treasurer

Click on link to form or more information

• Annual Financial Report

• Financial Review Checklist

• Financial Review Report Form

• Cash/Check Verification Form

• Conflict of Interest/Whistleblower Form

• Council Regular Remittance Form [pdf, excel]

• Council Membership Remittance Form [pdf, excel]

• Donation Receipt

• Fiduciary Agreement Form

• Payment Authorization Form

• Federal & State Filings - Forms & Information

  • Tax Filing Support Center - California State PTA (login required)

  • RRF-1 Form (Charitable Trust Annual Form)

  • CT-TR-1 Form (Charitable Trust Annual Form for PTAs under $50,000 in revenue)

  • CT-NRP-1 State of CA Raffle Application

  • CT-NRP-2 State of Ca Raffle Report

  • California Tax Form 199 instructions and Filing

  • IRS Postcard 990N Instructions and Filing

  • State of CA Statement of Information Form for nonprofits