One-stop shopping page for all financial information. From this page you can download forms that you need and view treasurer reports and this year's budget. Is there something else you'd like to see on this page? Contact Julie Haase at juliehaase@gmail.com.
Downloadable Forms
In need of a form, but can't get to the Resource Center? Download a .PDF or Microsoft Word version here and print out your own!
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Forms for Independent Contractors/Instructors
Planning to hire an instructor to teach a course? Our PTSA needs to have a contract in place, a W-9 from the instructor (unless they are incorporated) and a final invoice from the instructor so that we can issue payment. Use these steps and forms for a seamless process!
- Create a contract with the instructor detailing things like the subject of the class, the approximate size, and the date. Contract (.pdf), Contract (.doc)
- Ask the instructor to print out and fill out an IRS form W-9. The PTSA needs to report all payments over $600.00 to the IRS for independent contractors that are unincorporated. Form W-9 (.pdf)
- Submit the siged contract and W-9 to the treasurer for filing and for use in preparing the end-of-year taxes
- When checks came in for people taking the class, fill out a deposit register, listing who the checks were from, and the amounts. Deposit Register (.pdf), Deposit Register (.doc)
- At the end of the class, have the instructor fill out an invoice and make sure it gets to the treasurer. The treasurer will the make sure the payment gets to the instructor. Invoice (.pdf), Invoice (.doc)
Treasurer Reports
Click on any of the items below to download