Form 990-N is a short IRS filing, but it still requires accurate information and careful attention to detail. PTA treasurers need to confirm eligibility, pull the correct gross receipts figure, complete each section of the e-Postcard correctly, and save their proof of submission. Follow these steps from Beekeeper to prepare and submit clear records every year.

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.