Welcome to PTA leadership! Thank you for your willingness to serve. Your role as a PTA treasurer is an important one. It carries a lot of responsibility, but it will also bring satisfaction and fulfillment. The work of the treasurer provides the financial foundation upon which the work of the PTA can be built.
Accurate financial records are needed to ensure that the finances of the PTA unit are being handled appropriately, in accordance with applicable laws and regulations, and according to the desires of the PTA members. The information in this handbook has been compiled for use by local, council, and region treasurers. PTA Bylaws, IRS regulations, Utah State Tax Commission regulations, and commonly accepted accounting procedures are the basis for the guidelines provided in this handbook.
The purpose of this handbook is to orient you to your major areas of responsibility. It explains many rules, regulations, procedures, and policies for sound financial management. Because the board of directors is responsible for the financial well-being of the PTA unit, the information in this handbook should be shared with your executive committee and board members. PTA/PTSA will be referred to as PTA in this handbook. Although the focus of the procedures and policies outlined in this handbook is the local PTA, the council or region PTA is required to abide by them as well.