Finance Resources for Boards
Materials to help navigate the state and federal rules and regulations for running a charitable, tax-exempt non-profit corporation.
IRS Information
Change of Address with the IRS

Login Information
To file Form 990-N (e-Postcard), you must register and obtain a login ID. Request a login ID here. If you already have a login ID, either recently created or from a previous year, go to Step 2 to Create Your Form 990-N (e-Postcard).

If you do not remember your login ID: your PTA's login ID starts with the EIN of your organization (without the dash/hyphen) plus two digits. The two digits are placed at the end of the EIN and are 01 for the first person who prepares the 990-N (e-Postcard). That login ID does not change until a new person takes over preparing the Form 990-N. The new person would obtain their own login ID - which will end with 02. So for EIN 55-5555555, the first login ID would be 55555555501. The login ID for the second person who prepares the Form 990-N would be 55555555502. The Login ID for the person after that would be 55555555503 and so on. If the same person prepares the Form 990-N each year, their login ID does not change from year to year.

Form 1023 Information
Eligibility 1023-EZ
Washington State PTA Sample Instructions 1023-EZ
Reference Form 1023-EZ July 2014
IRS Form 1023 Filing Instructions

Form 990 Information
IRS Form 990-N (e-Postcard) User Guide
PTA Form 990EZ Review Checklist (Sample)

IRS Form 990 EZ
2015-16 Instructions | 2015-16 IRS Form
2014-15 Instructions | 2014-2015 IRS Form

Schedule A
2015-16 Instructions | 2015-16 IRS Form
2014-15 Instructions | 2014-15 IRS Form

Schedule C
2015-16 Instructions | 2015-16 IRS Form
2014-15 Instructions | 2014-15 IRS Form

Schedule G
2015-16 Instructions | 2015-16 IRS Form
2014-15 Instructions | 2014-15 IRS Form

Schedule O
2015-16 IRS Supplemental Form
2014-15 IRS Supplemental Form

Department of Revenue
Sales Tax Remittance Return Form
Department of Revenue Information Sheet - coming soon
Sales Tax Rate - Use this to figure out the sales tax rate.
Sales Tax de-calculator - Use this when trying to figure out the sales tax on your popcorn sales. You will need to know your sales tax rate. Retailing and other Activities Return Instructions 
WSPTA Reseller Permit Application Instructions (updated 1/16)
More information about reseller permits can be found here.

Washington State Secretary of State Resources
Online Corporation Renewal Instructions
Charitable Organization Renewal Instructions
Optional Registration Instructions


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