RESOURCES FOR PTA OFFICERS & LEADERS
Financial Information for Local Units & Councils
Membership Cards
The NC PTA must account for all membership cards issued to local units. Learn procedures of distributing membership cards and purchasing membership envelopes.
IRS, Taxes, and Incorporation
IRS Guidelines for 990EZ. Forms for Sales and Use Tax, Articles of Incorporation, Sales Tax Refunds, and Charitable Solicitation License.
Forms
Find all the financial forms you will need. Includes dues remittance, Sales and Use Tax Application, Certificate of Exemption, tax forms, sample check reques & funds received.
Important Finance Information
Officers start here! Learn about Financial Guidelines, Audit Procedures and Online Financial Review, Federal and State Requirements, and Frequently Asked Questions.
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Membership Dues
Your state dues enable your State Board of Managers, composed of volunteers like you, to
plan and execute a Statewide PTA Program.
View Dues Remittance Form
Insurance / Risk Management
Insure your PTA and ensure the success of your PTA Program. Fraud/Theft/Embezzlement is the number one problem in PTAs across the country! Learn how to prevent theft in your PTA.
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Note: Some of these Documents are for Members Only. You will need your Member's Only username and password located on the back of your PTA membership card to view them.
Enter your members with the NCPTA Online Membership Database