PTA units have a variety of forms that help your members, officers and chairpersons to document everything from financial to membership records

These forms are located in the Toolkit and can be downloaded from the California State PTA website.

The following forms are available for download in Adobe Acrobat PDF format:

• Audit Checklist Form
• Audit Report Form
• Cash Verification Form
• Check and Checkbook Register
• Donation Receipt
• Payment Authorization/Request for Reimbursement
• Sample Treasurer Report
• Hold Harmless Agreement
• Request for Advance/Payment Authorization
• Unit Financial Annual Report Form
• Unit Remittance Form
• Workers’ Compensation Annual Payroll Report
• Sample Budget