Chapter Leadership library

Chapter financials library 

07-14-2014 09:43

The worksheet and attachments, including bank statements, should be sent digitally to by September 1.

1 Favorited
5 Files
xlsx file
EdTA Chapter Budgeting Template FINALrev072221.xlsx   894 KB   1 version
Uploaded - 07-22-2021
pdf file
IRS 501(c)(3) tax exemption status letter   303 KB   1 version
Uploaded - 07-28-2016
Present to event venues for sales and use tax exemptions.
pdf file
1099 Instructions   857 KB   1 version
Uploaded - 07-20-2018
This form can be used as a helpful guide to preparing IRS forms 1096 and 1099.
pdf file
Treasurer 101 Binder   622 KB   1 version
Uploaded - 08-06-2019
The "Treasurer 101 Binder” is your first stop to orient you to the duties and responsibilities of the Treasurer role. It covers such topics such as “Budgeting and Monitoring,” “Bank Accounts and Signers,” “Tracking your Financial Data,” “Document Retention,” “End of Year Financial Submission,” and more. Topics also include Best Practices and Frequently Asked Questions.
xlsx file
Chapter Financial Submission Workbook   148 KB   1 version
Uploaded - 07-07-2021
This form has a due date of September 1. Questions about the form and its completion can be submitted to

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