Ours was set up long ago, so hopefully you will get a response from someone who's done this recently. However, I think you need to look at the IRS guidelines on becoming a 501c3 ( www.irs.gov/prod/bus_info/eo/eo-faqs.html )

You need that status to be considered a non-profit and to avoid income tax.

In Texas, you will need to apply with the Office of the Comptroller of Public Accounts for a sales tax permit. As I understand it, a PTO can have two events per year (that's 2 calendar days) for which sales tax is not collected. Everything else is potentially taxable. In our case, we use our Fall fundraiser due date and our Spring carnival or event as our exempt items, since they are the largest. Everything else (like T-Shirt sales or other events at which we sell things) is taxable, so the proper forms must be filed and payments made. Visit the Comptroller's site and look at the FAQ to get started. www.cpa.state.tx.us/taxinfo/questions.html

Good luck.

Thank You so much I'll give it a shot.

Becky =)

Beckymonster,

I live in New York and we have to fill out a form called, "Application for an Exempt Organization Certificate" with our Department of Taxation and Finance. I don't know if it's the same for everyone else but, you could try there.

Michele

I live in Texas and our PTO does not have a tax exempt #. Does any one know where or how we are to go about getting one?
Any suggestions would be great.
Thanks
Becky