Council Collects From Locals (mostly through Memberhub Compliance Hub)
- Local Year-End Financial statements
- Local Annual Financial Reconciliation
- Local 990 Tax
- Local Sales Tax Refund Request Forms
- Local approved budgets and meeting minutes where approved
- Local Ethics/Conflict of Interest Policy forms
- Local Basic Fiscal Management Procedures
- Local Board Lists
- Local Insurance Proof
- Other reports as requested
- Track submission of Local Report Forms #1, #2 and #3
Region Collect From Councils (mostly through Memberhub Compliance Hub)
Locals will turn in directly to region if there are no councils organized.
- Council and/or local Year-End Financial statements
- Council and/or local Annual Financial Reconciliation
- Council and/or local Summaries of Year-End Financial Reports
- Council and/or local Sales Tax Compilations with all local Sales Tax Refund Request Forms
- Council and/or local approved budgets and meeting minutes where approved
- Council and/or local Ethics/Conflict of Interest Policy forms
- Council and/or local Basic Fiscal Management Procedures
- Council and/or local Board List
- Council and/or local Insurance Proof
- Council and/or local Summaries of Beginning Year Reports
- Other reports as requested
- Track submission of local and Council Report Forms #1, #2 and #3
Council Completes and Submits to Region
- Council Year-End Financial Statement
- Council Annual Financial Reconciliation
- Council Summary of Year-End Financial Reports
- Council Summary of Beginning Year Reports
- Copy of local, council, and region 990s
- Council Sales Tax Compilation with council and all local Sales Tax Refund Request Forms
- Council Report Forms #1, #2, and #3
Region Completes and Submits to Utah PTA
- Region Year-End Financial Statement
- Region Annual Financial Reconciliation
- Region Summary of Year-End Financial Reports
- Region Summary of Beginning Year Reports
- Copy of local, council, and region 990s
- Region Sales Tax Compilation with region (if you have a separate checking account), council and all local Sales Tax Refund Request Forms
- Region Report Forms #1, #2, and #3