Treasurer Forms

 

Please contact Woodridge PTO Treasurer, Emily King, with any questions you might have. 

 

To submit an online reimbursement, please visit our Online Reimbursement Form

 To submit an online Carnival expense, please visit our

Carnival Reimbursement/Expense Form

 

 

Woodridge PTO Deposit Form

 

PTO Check Deposit Form

 

Woodridge PTO Tax Exempt Form 

 

Woodridge PTO Reimbursement Form

(will require submission in person to the PTO Box at Woodridge)

 

 

How to Use These Forms:

 

Online Reimbursement Form: To be used for reimbursement on expenses. The PTO does not reimburse for taxes. To ensure you aren't charged for taxes, print a copy of the Tax Exemption Certificate and turn it in to the business you are purchasing from. All​​ reimbursement ​​forms​ ​must ​​be ​​accompanied​ ​by ​​the​ sales receipts. These can be sent electronically to Treasurer, Emily King or to Carnival Treasurer Carrie Lane.

**If​ ​you​ ​have​ ​a​ ​large​ ​invoice​ ​for​ ​a​ ​standard​ ​Woodridge ​project​ ​such​ ​as​ ​Mule​ ​Market and Carnival,​ ​etc., our PTO Treasurer can​ ​pay​ ​the​ ​invoice​ ​for​ ​you​ ​instead​ ​of​ ​you​ ​paying​ ​first​ ​and​ ​being reimbursed. Remind​ ​the​ ​vendor​ ​that​ ​we​ ​are​ ​tax-exempt.​

 

Woodridge PTO Deposit​ ​Form​: to be printed and ​turned​ ​in with​ ​and​ ​Reimbursement​ ​Form​ ​which​ ​must​ ​be​ ​completed​ ​to​ ​deposit​ ​funds​ ​or​ ​to​ ​be​ ​reimbursed for​ ​expenses.​ ​​ ​The​ ​forms​ ​are​ ​a​ ​necessary​ ​part​ ​of​ ​our​ ​record​ ​keeping​ ​in​ ​case​ ​our​ ​PTO​ ​is​ ​ever audited.​ ​​ There is a Treasurer's Mailbox​ ​in​ ​the​ ​Teacher Workroom ​where​ ​you​ ​can​ ​pick​ ​up​ ​and​ ​drop​ ​off​ ​these​ ​forms​ ​as well.​ ​​ ​

 

Woodridge PTO Deposit Form​: To be used to deposit checks collected on behalf of the Woodridge PTO. 
All​ ​checks​ ​must​ ​be​ ​listed​ ​separately​ ​for​ ​each​ ​deposit,​ ​including​ ​name,​ ​check​ ​number​ ​and amount.
If​ ​you​ ​have​ ​a​ ​large​ ​deposit​ ​involving​ ​many​ ​checks,​ ​please email an​ ​Excel​ ​spreadsheet​ ​or​ ​Google Sheets​ ​file​ ​of​ ​the​ ​checks to our Treasurer, Emily King. Attach​ ​the​ ​deposit​ ​form​ ​to​ ​the​ ​top​ ​of​ ​the​ ​spreadsheet.
Cash​ ​can​ ​be​ ​combined​ ​into​ ​one​ ​lump​ ​sum.

Deposits ​less​ ​than​ ​$100​ ​should​ ​be​ ​dropped​ ​off​ ​in​ ​the​ ​PTO​ ​Mailbox​ ​in​ ​the Teacher Workroom. If you have​ ​turned​ ​in​ ​a​ ​deposit manually, please email PTO Treasurer, Emily King.

 

Tax Exemption Certificate: The Woodridge PTO ​cannot​ ​reimburse​ ​for​ ​sales​ ​tax​ ​​as​ ​we​ ​are​ ​a​ ​tax-exempt​ ​organization. When​ ​you​ ​are​ ​purchasing​ ​something​ ​for​ ​the​ ​Woodridge​ ​PTO,​ ​you​ ​may​ ​present​ ​the​ ​retailer​ ​with our​ ​tax-exempt​ ​certificate. If​ ​you​ ​pay​ ​sales​ ​tax,​ ​you​ ​will​ ​not​ ​be​ ​reimbursed,​ ​so​ ​please​ ​remember​ ​to​ ​have​ ​this​ ​certificate​ ​with you.​ ​​  

 

 

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