Why are we required to complete a tax filing?

Every PTA is a 501(c)3 Non-Profit Organization and is REQUIRED to complete a tax filing by November 15th, by the:

• IRS

• STATE OF CALIFORNIA

• CALIFORNIA ATTORNEY GENERAL

Failure to complete your tax filing puts your PTA at risk of LOSING its Non-Profit Status by being Non-Compliant and or Delinquent.    

Important -- Did you get a Letter from the IRS or Attorney General's Office?

If your PTA receives any correspondence from the IRS or the California Attorney General’s Office.

Please contact your Council immediately. Do not respond to the letter on your own.

Council leadership will help review the notice, guide you through the next steps, and connect you with Fourth District or CAPTA support if needed. Reaching out right away ensures the issue is handled correctly and in a timely manner.

Annual Financial Report

The Annual Financial Report is used to record the income and expenses through the fiscal year.   Once completed, this form will make completing the tax filing simple.  

Step 1:

Complete the Annual Financial Form

Step 2:

Follow the steps in the tax filing guide, below:

Please complete the following:

1. Print and sign the CT-TR-1 and the RRF-1.  Confirm that all TOTAL Boxes on the CT-TR-1 are filled in.  

    Do not leave any boxes empty, if you do, the form will be rejected.   

2. Make copies of each page and the check for your records.

3. Send the CT-TR-1, RRF-1, and the list of other expenses, by certified mail, via USPS, along with a    

    check for $25 or the amount listed on RRF-1, made Payable to the Department of Justice.    

    **This is  an important step, you may need to be able to show proof of mailing.

4. Mail the CT-TR-1, the RRF-1, and a copy of the other expenses to:

        Registry of Charities and Fundraisers 

        P.O. Box 903447 

        Sacramento, CA 94203-4470

5. Email copies of both signed forms along with proof (certified mailing green slip and receipt) of    

    mailing to Council for our records.

Please contact us if you have any questions or need help.