Get Texas Pta 990

Filing the Texas PTA 990 is an essential responsibility for local PTA units to maintain their tax-exempt status. This guide provides a clear, step-by-step approach to completing the 990-N e-Postcard online, ensuring that users feel supported throughout the process.

Follow the steps to successfully complete your Texas PTA 990 form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Register to file your 990-N as an exempt organization using the PTA unit’s Employer Identification Number. Enter the Treasurer’s first and last name, daytime phone number, and email address. Create a password (6 to 15 characters); it is recommended to use the PTA’s EIN as the password. Click next, and an email with a login identification number and a link will be sent to your email.
3. When you receive the email, double click the link to access the 990-N e-Postcard form.
4. Complete Page 1 - Organizational Information. Enter the annual accounting period as shown in IRS records (this cannot be changed). Confirm if the PTA has terminated, if gross receipts are normally $50,000 or less, and note that the field contains ‘PTA Texas Congress’ which cannot be modified. The Employer Identification Number will also be automatically displayed.
5. On Page 2 - Organization Address and Principal Officer Information, input your local PTA’s required information such as DBA name, PTA name, 'In Care of' name, school address, website (if applicable), and details for the Principal Officer including their name, school address, and contact number.
6. After completing all required fields, click save or 'submit filing to IRS'. Once submitted successfully, you will receive a confirmation screen.
7. After the IRS processes your e-Postcard, you will receive an email indicating whether your submission was accepted or rejected. If accepted, you have fulfilled your filing requirement for the year. For a rejection, contact the Finance Director at Texas PTA at 1-800-TALKPTA.

Start filing your Texas PTA 990 online today to ensure compliance and maintain your tax-exempt status.