IT’S TIME FOR THE YEAR-END FINANCIAL REVIEW In accordance with - TopicsExpress

IT’S TIME FOR THE YEAR-END FINANCIAL REVIEW In accordance with the Washington State PTA Uniform Bylaws, the PTA treasurer is required to close the books as of June 30 and immediately submit the books for a financial review. This financial review must be done by a financial review committee. The committee must consist of either at least three of its PTA members appointed by the president or a qualified accountant who did not have signature privileges or live in the same household as someone with signature privileges on PTA documents during the period being reviewed. For information on what documents the outgoing treasurer needs to supply for the financial review and for the duties of the financial review committee, refer to the WSPTA Money Matters handbook.

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