Forms and Documents
Sales Tax Exemption Certificate
TX PTA Letter in Good Standing
Check Request Process
If you have incurred expenses for PTA-related activities,
- Complete Check Request Form
- Attach invoice, receipt, etc.
- Attach a W-9 if the requested payment is a contractor, or check with Treasurer to see if we have a W-9 on file already
- Leave completed materials in PTA closet or submit to Treasurer
Important Notes
- Lee PTA does not reimburse sales tax to parents. When you are paying for something out-of-pocket for which you will seek reimbursement, present the Sales Tax Exemption Certificate to have the retailer/vendor waive sales tax.
- Gift cards are reimbursed up to a maximum of $25 each.
This process description should be read in conjunction with the Lee PTA Bylaws, Standing Rules, and Texas PTA Treasurer Resource Guide.
Deposit Process
If you have funds raised through PTA-related activities, in the form of cash or check(s),
- Complete Deposit Form
- Attach cash or check(s)
- Sign Deposit Form. Two signatures are required as a best-practice to ensure an accurate count.
- Place completed Deposit Form with cash/check(s) in PTA safe or submit to Treasurer or Deposits Administrator
Important Notes
- For cash deposits, use a separate Deposit Form, take a photo of the completed Deposit Form, and email it to Treasurer (treasurer@russellleepta.org)
- If a committee chair needs deposit information, email a photo of the completed Deposit Form to him/her
This process description should be read in conjunction with the Lee PTA Bylaws, Standing Rules, and Texas PTA Treasurer Resource Guide.