Preparing a PTA’s annual financial report means accounting for every dollar raised and spent, reconciling accounts to the final month, and presenting the numbers to the board. Follow these steps from Beekeeper to produce a yearly summary that supports IRS forms, protects volunteers, and creates a reliable record for future treasurers.

If your PTA received IRS Form 1099-K this year, congratulations! You earned a lot of money through card or online platform payments. Now you just need to make sure the info on your copy matches what’s in your records, and how to spot common problems so they don’t trip up the rest of your tax preparation. Beekeeper’s guide shows you how.