AuditorIrvine Unified Council PTA Resources & Support
Not sure how long you need to keep financial records and such? Click here to view CAPTA’s retention policy.
Taxes should be filed by Nov. 15 of each year.
|Audit Checklist (Fillable Form) 2021-22|
|Audit Report (Fillable Form) 2021-22|
|Audit Report Form 2019-20
Use the 2019-20 form for the July to Dec. 2019 audit.
Starting Jan to June 2020 audit, an audit committee is required. Use the above 2021-2022 forms for audits Jan. to June 2020 and later.
|CAPTA Audits: Question and Answer Guide|
Information on Nonprofit Raffle Programs
- Link to California, Attorney General: Nonprofit Raffles Website
- Link to the Application for Registration, Nonprofit Raffle Program Form
Registry of Charitable Trusts Link