RESOURCES FOR PTA OFFICERS & LEADERS
Important Finance Information
Financial Guidelines 
This document is a Members Only File. You will need your Member's Only username and password located on the back of your PTA membership card to view it.
This document contains detailed information for treasurers of North Carolina local PTA units and
councils. Guidelines for financial management procedures, as well as federal and state government requirements,
are outlined. This information should be used as a supplement to National PTAs Money Matters Handbook.
The PTA Audit Committee
This document is a Members Only File. You will need your Member's Only username and password located on the back of your PTA membership card to view it.
This document describes the duties of the Audit Committee as specified in the Uniform Local Unit Bylaws.
Online Financial Review Instructions / Audit Procedures
This document contains detailed Financial Review Information and Instructions as well as the specific questions you will be asked Online.
Federal Requirements
This document is a Members Only File. You will need your Member's Only username and password located on the back of your PTA membership card to view it.
990-N E-postcard filing Requirements/Instructions
State Requirements
This document is a Members Only File. You will need your Member's Only username and password located on the back of your PTA membership card to view it.
This document describes requirements for State Income Tax, State Sales Tax refunds, and Raffles and Bingo rules.
Commonly Asked Questions
This document is a Members Only File. You will need your Member's Only username and password located on the back of your PTA membership card to view it.
Enter your members with the