2018 Updated Audit Form - Oregon PTA-2026

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The document is an audit form for the Oregon PTA, outlining the responsibilities of the treasurer and auditor(s) in submitting and reviewing financial records. It includes a checklist of required documents, specific questions to assess financial practices, and deadlines for submission to maintain good standing. The form emphasizes accountability and proper record-keeping within the PTA.
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  1. Click ‘Get Form’ to open the 2018 Updated Audit Form - Oregon PTA in the editor.
  2. Begin by entering the required information at the top of the form, including the Date, PTA Name, Local Unit ID #, and PTA Region #.
  3. In Section A, check all financial records provided by the treasurer. Ensure you have all necessary documents ready for reference.
  4. Proceed to Section B. For each question, select 'Yes' or 'No' as applicable. If you answer 'No', provide additional comments in the space provided.
  5. Once all sections are completed, review your entries for accuracy. Make any necessary edits using our platform's editing tools.
  6. Finally, ensure that both auditor(s) sign and date the form before mailing it to Oregon PTA at the specified address.

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Printed forms and instructions can be ordered individually online or by telephone at 1.800. 829.3676 and will be sent by mail.
Are tax forms available at my local Post Office? No, Post Offices do not have tax forms available for customers. However, you can view, download, and print specific tax forms and publications at the Forms, Instructions Publications page of the IRS website. You may also acquire tax forms through the mail.
Get federal tax forms for current and prior years Get the current filing years forms, instructions, and publications for free from the IRS. You can also find printed versions of many forms, instructions, and publications in your community for free at: Libraries. IRS Taxpayer Assistance Centers.

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Picking up copies at an IRS Taxpayer Assistance Center. Going to the IRS Small Business and Self-Employed Tax Center page. Requesting copies by phone 800-TAX-FORM (800-829-3676). Hours of operation are 7 a.m. to 10 p.m., Monday-Friday, your local time except Alaska and Hawaii which are Pacific time.
As the auditor, you will use the audit review checklist to examine both the treasurers books and those of the financial secretary (if you have one). You will markoff items as you review them and make notes of any missing items. You will add up the total income and disbursements and fill out the audit report form.

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