IT'S (ALMOST) TAX TIME
IMPORTANT: All council and unit PTAs are required to file annual tax reports with the IRS, California Franchise Tax Board, and State of CA Office of the Attorney General.
Click HERE to download “PTA TAXES: What Do We Need to File?” from the First District PTA website. You may also visit the California State PTA Tax Filing Support Center by clicking HERE for more information.
• Fiscal Year End 5/31 – Tax filing due date is October 15th
• Fiscal Year End 6/30 – Tax filing due date is November 15th
• File Reports by Mail: Send tax reports via certified mail, receipt requested, to each agency and KEEP PROOF of MAILING
• Upload confirmation of filings to myPTEZ Document Management immediately after processing (myPTEZ Document Management is free for all PTAs in California)
INSURANCE PREMIUMS DUE
All insurance premium payments must be made directly to our insurance broker, AIM (Association Insurance Management, Inc.). DO NOT SEND INSURANCE PREMIUMS THROUGH CHANNELS. All PTAs will fill out the insurance questionnaire and submit payment through the AIM Insurance Portal starting on October 3rd. Your president and treasurer will receive an email directly from AIM with a link to the portal.
A short video tutorial on how to use the portal and make your payment can be accessed here: HOW TO PAY INSURANCE VIDEO
Insurance payments must be made to AIM no later than December 20th or a late fee applies. Please allow time for your payment to arrive by the deadline if you are paying by check. Your check must be “received by,” not “postmarked by” the 20th.
✅ For more information, visit the California State PTA website HERE.
✅ Don’t forget to download the latest copy of the Insurance Guide from AIM. The guide is also available in Spanish.
QUESTIONS?
If you have any questions, please contact us at Treasurer@PTA1.org.
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