PTSA Reimbursement Form

We are a 501(c)(3) tax-exempt, nonprofit organization and must file returns with Washington State and the Internal Revenue Service. We get audited, so you must follow these accounting procedures. Failure to do so could jeopardize our tax-exempt status and/or our Treasurer may not be able to process your request.

REIMBURSEMENTS:

• Complete an IMS PTSA Reimbursement & Check Request Form for authorized expenses.
• Attach all receipts to the form and scan/email or mail/deliver to the Treasurer(s) within 60 days of purchase. Make a photocopy for your records.
• All requests for reimbursement must be received by June 20^th or they will be considered a donation to the PTSA.
• Pay an invoice with a check: Complete an IMS PTSA Reimbursement & Check Request Form to obtain a check to pay for an item or service.
• Plan ahead and allow 4 weeks to have the check delivered to your or mailed to vendor.

Instructions:

1. Fill out completely with description of reimbursement and attach all receipts.

2. A receipt of your submitted request will be emailed to you (keep for your records).

3. Receipts or invoice required for all reimbursements.

Questions? Please contact treasurer@imsptsa.org.