SMMPTA FORMS

SMMPTA Council Forms

 

Council Remittance Form PDF / Word

Council Check Request (warrant) PDF / Word

 

Useful Forms/Links for Financial Officers

 

2021-22 Financial Calendar 

Deposit Verification Form (Excel Spreadsheet)

California State PTA Toolkit – Finance Section (website link) - find inside current forms for:

Annual Report

Authorization to Transfer Funds Between Accounts

Audit checklist

Audit Report

Budget Sample


PTA Commitment Letter PDF / Word / Excel

Tax Exempt Letters

W-9 (for independent contractors)

 

RRF-1 Form for Charitable Trusts (website link)

SI-100 form and instructions (website link)

 

Financial Officers Workshop 2021-22

Other Useful Forms

Historian Report

Honorary Service Award Order Form


Additional forms are available at the California State PTA's Online Toolkit: http://toolkit.capta.org