Council and Region Reports

Council Collects From Locals (mostly through Memberhub Compliance Hub)Œ

  • Local Year-End Financial statements Œ
  • Local Annual Financial Reconciliation Œ
  • Local 990 Tax
  • Local Sales Tax Refund Request Forms
  • Local approved budgets and meeting minutes where approved Œ
  • Local Ethics/Conflict of Interest Policy forms Œ
  • Local Basic Fiscal Management Procedures Œ
  • Local Board Lists
  • Local Insurance Proof ŒŒ
  • Other reports as requested Œ
  • 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.Œ

  • Council and/or local Year-End Financial statements Œ
  • Council and/or local Annual Financial Reconciliation Œ
  • Council and/or local Summaries of Year-End Financial Reports Œ Œ Œ
  • Council and/or local Sales Tax Compilations with all local Sales Tax Refund Request Forms Œ
  • Council and/or local approved budgets and meeting minutes where approved Œ
  • Council and/or local Ethics/Conflict of Interest Policy forms Œ
  • 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 Œ
  • Track submission of local and Council Report Forms #1, #2 and #3

Council Completes and Submits to Region 

  • Council Year-End Financial Statement Œ
  • Council Annual Financial Reconciliation Œ
  • Council Summary of Year-End Financial Reports Œ
  • Council Summary of Beginning Year Reports Œ
  • Copy of local, council, and region 990s Œ
  • Council Sales Tax Compilation with council and all local Sales Tax Refund Request Forms Œ
  • Council Report Forms #1, #2, and #3

Region Completes and Submits to Utah PTA Œ

  • Region Year-End Financial Statement Œ
  • Region Annual Financial Reconciliation Œ
  • Region Summary of Year-End Financial Reports Œ
  • Region Summary of Beginning Year Reports Œ
  • Copy of local, council, and region 990s Œ
  • Region Sales Tax Compilation with region (if you have a separate checking account), council and all local Sales Tax Refund Request Forms Œ
  • Region Report Forms #1, #2, and #3
Page Details
Tags: 
Treasurer
Regions
Councils