PTAEZ® contains a few different options for ensuring your local unit is in compliance with IRS tax filing requirements.
Local PTA Unit Revenues
Under $50,000 - Complete Form 990-N e-Postcard (see below)
$50,000 - $200,000 - Sign up for PTAEZ's Form 990 EZ tax worksheet
Over $200,000 - Sign up for PTAEZ's Form 990 tax worksheet
If your PTA needs to file a Form 990-N e-Postcard you can follow the steps below in order to access the website provided through the IRS.
IRS Federal Forms 990EZ, 990, and 990-N (e-Postcard), and Form 1099-MISC:
The IRS website provides a direct link to the Urban Institute which is the company that the IRS has partnered with in order to accept electronic filing of the Form 990-N (e-Postcard).
PLEASE NOTE THAT EITHER OF THESE OPTIONS WILL TAKE YOU TO THE CORRECT PAGE TO COMPLETE YOUR FORM 990-N. OPTION I WILL NAVIGATE YOU THROUGH THE IRS WEBSITE, OPTION II IS A DIRECT LINK THE URBAN INSTITUTE.
Option I (all forms)
Visit the IRS "Charities and Non-Profits" e-file webpage by clicking here. From there you will be able to access the filing requirements for Forms 990N, 990EZ, and 990. (Instructions for all forms, click here)
You can click here to leave PTAEZ® and bypass the IRS site to be redirected to the Urban Institute's website, where you can prepare and file your Form 990-N electronically. *990-N forms can only be submitted though Urban Institute's website until February 28. After that date you will be required to go to the IRS website directly to file your 900-N
IRS Federal Form 1099-MISC:
Click here to access instructions for completing the IRS Form 1099 "Miscellaneous Income".
California State PTAs:
Link to California State PTA Tax Filing Support Center (Click Here)
Monday-Friday 8AM-5PM (PST)
Closed Weekends and Federal Holidays*