PTA Leaders

Tax Filing: Revocations/Reinstatements

Did you receive a letter from the IRS or the Franchise Tax Board stating that your PTA’s tax-exempt status has been revoked? This is because your PTA did not file tax returns for the past three years.

Here are the steps to take:

  • Immediately¬†contact your council or district or contact the state office at taxinfo@capta.org. There are documents that will need to be completed and¬†California State PTA can help.
  • You must return all required documents to your district or the California State PTA office within 60 days from the date you receive the notice from the California State PTA.
  • The PTA State office will review and mail the required documents to the Internal Revenue Service (IRS) or to the Franchise Tax Board (FTB).
  • After the PTA State office has mailed off your packet, your PTA can continue business and conduct membership drives. Unfortunately, your PTA will not be able to collect donations until it is reinstated by the IRS. The reinstatement process can take up to 18 months or more.
  • You will then receive a letter number 947 from the IRS that reinstates your PTA. Once you receive this letter, contact your district or the state office for more instructions.