Gear Up for Important November 15th Deadlines
If your PTA's fiscal year starts July 1st, you will need to file the following by Nov 15:
- IRS Form 990, 990EZ or 990N
- Franchise Tax Board Form 199 or 199N
- Attorney General’s Office of Charitable Trust Registration Renewal form RRF-1.
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After submitting your documents to the IRS and the Franchise Tax Board, be sure to upload digital/scanned copies to myPTEZ under Document Management - a paid subscription to myPTEZ is NOT required to upload.
If your PTA has gross revenues under $50,000 your PTA can file a
postcard version of the 990 and 199 in just a matter of minutes. If your PTA has gross revenues under $50,000 your PTA can file a postcard version of the 990 and 199 in just a matter of minutes. Note, you cannot file for an extension if you plan to file the postcard versions of the 990 and 199.
Don't forget to renew your Charitable Trust number with the California Attorney General's office using the Registration Renewal Form (RRF-1) and CT-TR-1 by November 15th as well. Again, copies should also be uploaded to myPTEZ.
If you have questions, please contact your Council Treasurer first (if you are in Alameda, Berkeley, Fremont, or Pleasanton), or District Treasurer Kristin Hergert at email@example.com.
Need more help?
California State PTA's Tax Filing Support Center is here to help!
It is accessible from the new Leader website at https://leaders.capta.org/
You will need to register for access with your unit ID#.
The Tax Filing Support Center is under the Finance dropdown.
You can also send them an email at firstname.lastname@example.org