Get the free Wspta money matters - Kentlake Community PTSA - kentlakehsptsa

WSP TA MONEY MATTERS WSP TA Money Matters Leadership Packet 201415 Leadership Resources: www.wastatepta.org×leadership In the resources section of the Washington State PTA website you will find resources

How to fill out wspta money matters

To fill out the WSPTA Money Matters form, follow the steps below:

Access the WSPTA website or obtain a hard copy of the form:

1. Visit the WSPTA website and locate the Money Matters form in the resources section.
2. If you prefer a hard copy, contact your local PTA office or the WSPTA directly to request a printed form.

Gather the necessary information:

1. Before filling out the form, gather all the required financial information related to your PTA's income and expenses.
2. This may include bank statements, receipts, invoices, and any other relevant financial documents.

Read the instructions carefully:

1. Take the time to thoroughly review the instructions provided on the form.
2. This will help ensure accuracy and completeness during the filling process.

Provide basic information about your PTA:

1. The form will require you to enter your PTA's name, address, and contact details.
2. Double-check the entered information for accuracy.

Complete the income section:

1. Enter all the income sources your PTA received during the designated period covered by the form.
2. This may include membership dues, fundraising proceeds, donations, grants, etc.
3. Be sure to provide specific details such as the amount, date received, and the source of the income.

Fill in the expense section:

1. List all the expenses incurred by your PTA during the specified period.
2. Categorize the expenses appropriately, such as program expenses, supplies, salaries, etc.
3. It is essential to include specific details like the amount, purpose of the expense, and the date it was paid.

Calculate the totals:

1. Use the designated fields to calculate the total income and total expenses.
2. Double-check your calculations for accuracy.

Provide additional information, if required:

1. Some forms may include sections where you can provide explanations or additional details regarding specific financial transactions.
2. If applicable, ensure you fill in these sections accurately and concisely.

Review and sign the form:

1. Once you have completed filling out the form, carefully review all the entered information.
2. Make sure all sections are accurately filled and no errors or omissions are present.
3. Sign and date the form as required.

Who needs WSPTA Money Matters?

The WSPTA Money Matters form is necessary for all PTAs affiliated with the Washington State PTA (WSPTA). It helps track and report the financial activities of the PTAs, ensuring transparency and accountability. Therefore, every PTA within the WSPTA should complete the Money Matters form to fulfil their financial reporting obligations.

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What is wspta money matters?

WSPTA Money Matters is a financial reporting tool used by local PTAs to track income and expenses for their organization.

Who is required to file wspta money matters?

Local PTAs in Washington State are required to file WSPTA Money Matters.

How to fill out wspta money matters?

WSPTA Money Matters can be filled out online or by hand using the provided forms and instructions.

What is the purpose of wspta money matters?

The purpose of WSPTA Money Matters is to accurately track and report the financial activities of a local PTA.

What information must be reported on wspta money matters?

Income, expenses, and financial transactions must be reported on WSPTA Money Matters.