As a new PTA treasurer, I need to understand the financial reconciliation process. What are the key steps and required documentation for completing the financial reconciliation according to Texas PTA guidelines? Specifically, identify the deadline for submitting the financial reconciliation report after the fiscal year-end.
Navigate to 'https://www.txpta.org/standards-of-continuing-affiliation' Locate and click on the 'Financial Reconciliation' link (ID 285) under the 'Local PTA Retention Plan' section or related governance links. Identify the key steps involved in the financial reconciliation process. Identify the required documentation for the financial reconciliation. Locate the deadline for submitting the financial reconciliation report after the fiscal year-end.
Successfully navigate to the 'Financial Reconciliation' page. List the key steps for financial reconciliation (e.g., review, audit, report submission). List the required documentation (e.g., bank statements, receipts, ledgers). State the deadline for submitting the financial reconciliation report after the fiscal year-end.