Financial Officers

This page is dedicated to providing forms, information, and resources to unit PTA presidents, treasurers, financial secretaries, and auditors.

Still have questions?

Treasurers, contact the Burbank Council PTA treasurer via email at Treasurer@BurbankCouncilPTA.org

Auditors, contact the Burbank Council PTA auditor via email at Auditor@BurbankCouncilPTA.org

Financial Secretaries, contact the Burbank Council PTA financial secretary via email at FinancialSecretary@BurbankCouncilPTA.org

Important Forms and Links

Burbank Council PTA 2019 – 2020 Financial Calendar

CLICK HERE to access the CAPTA.org Tax Filing Support Center

CLICK HERE to access the FINANCE section of the California State PTA online Toolkit

STATE AND FEDERAL TAX REQUIREMENTS

Tax Filing Requirements

All About Raffles

PTA FINANCE FORMS & SAMPLE REPORTS

Unit Payment Authorization / Request for Reimbursement Form

Authorization to Transfer Funds Between Accounts

Authorization to Purchase Over the Internet

Request for Advance Form

Donation Receipt

Unit Warrant Form

Council PTA Unit Remittance Form

Cash Verification Form

Annual Financial Report Sample

Annual Financial Report Sample

PTA FINANCE HOW-TOS

Financial Secretary Duties & Sample Report

Paying Bills Between Association Meetings

How to Sign Contracts

THE PTA BUDGET

PTA Budgeting

Sample PTA Budget

THE PTA AUDIT

PTA Audit