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The treasurer is the authorized custodian of the funds of the association and receives and disburses all monies in accordance with the budget as approved by the association membership.

Quick-Start Actions

Duties at a Glance

Required Monthly Duties


Download the BASICS Treasurer Resource Guide

View Form 990-N Filing Guide & How to File a 990-N

Download the Statement Review by Non-Signer Form

View the Dues Refund Policy and E-Commerce Policy

View the Local PTA W-9 Sample

Download the Donation to School District Sample Agreement

Download the Sample Acknowledgement Letter/Donation Receipt

Download School Fundraisers and Texas Sales Tax (Doc 1) & (Doc 2)

Learn about Texas PTA's Preferred Insurance Provider

View the Texas PTA Member Perks