855 Lenzen Ave.
San Jose, CA 95126
(408) 535-6072


Lynne Wach, President



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Forms

MEMBERSHIP FORMS:
100% Membership Application Form
Unit Remittance Form
 
OMDR (Online Membership Data Reporting)
OMDR User's Manual
OMDR Membership Dates and Card printing
OMDR Upload Template
Membership Card Template
 
FINANCIAL FORMS:
Audit Form & Checklist
Financial Form - Unit Treasurer's Annual Report to Council
Independent Contractor - W9 FormReport of Independent Contractors
(These forms are to be completed when an independent contractor is paid $600.00 or more in any calendar year.) **
Tax Forms - 990EZ & 990A Use this form if your unit grosses  $25K-$100K.**
Tax Forms - 990 & 990A Use this form if your unit grosses more than $100K.
Workers' Compensation Annual Payroll Report
 
HISTORIAN FORMS
Unit Historian Form
 
OTHER FORMS:
Application for PTA Awards
Honorary Service Award Order Form
Unit Officers Template

***If your unit has income below $25K and received a tax form from the IRS,
you willl need to indicate yourr income is less than $25K and return the form. * Questions? Contact our SJU PTA Council Treasurer:
Jill Grellman - jdgrellman@comcast.net

 

 

 

   
   
 

 
   
     
6th District PTA     |   California PTA     |   National PTA     |     SJU School District