December 28, 2017

January Checklist for Running Your PTA

January Ongoing Tasks

  • Attend any board and membership meetings
  • Read meeting minutes and offer corrections
  • Prepare reports for board and membership meetings
  • Attend training
  • Be familiar with your responsibilities and fulfill them
  • Review and ask questions about monthly financial report
  • Prepare articles for newsletter/social media
  • Update website
  • Participate, help, and communicate

Monthly Tasks

Reflections entries due to WSPTA

Conduct a mid-year financial review

Review goals and objectives set at the beginning of the year

Review Best Practices and Standards of Excellence forms
Gather information for award binders.

Accept nominations for awards

1099-MISC due for independent contractors

Annual Combined Excise Tax form due to Department of Revenue by January 31 to remit sales/use tax (if applicable)

Was your PTA Incorporated in January? If so, then your annual Corporation Renewal is due on 1/31. The annual corporation report is due regardless of your PTA’s annual income and is separate from the Charitable Organization Registration/ Renewal.

Category: Leadership , Training

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