2019–20 PTA Financial Forms
Hard copies of these forms are available in the Parent Center file cabinet (room to the right of the Media Center).
How to Keep Your Treasurer Happy (PDF)
– Details and instructions regarding PTA financial forms
Instructions for Report of Money Given to Treasurer (PDF)
Report of Money Given to Treasurer (PDF)
Report of Money Given to Treasurer (xlsx)
– Use when making a deposit of money collected for a PTA event or activity
Certificate of Exemption
– Provide this certificate to vendors for tax exempt purchases. Can also be used by the PTA with the Vendor Payment Form for checks issued directly by Sharon PTA.
Returned Check Policy (NSF Policy)
– Use when collecting any money on behalf of the PTA. For compliance of PTA rules, the Returned Check Policy is as follows:
If Sharon PTA receives a returned check from our bank for a payment, you will be asked to resubmit payment for the original amount of the check plus a $12.50 bank fee. This fee is to cover bank fees incurred by the PTA due to the returned check. Payments should be sent to Ellen Yingling, PTA Treasurer either via the child’s teacher or submitted directly to Sharon School to the attention of “PTA Treasurer.”