Please upload the required documents to MYPTEZ "Document Management" using your PTA's MYPTEZ account.
Log into MyPTEZ and click on the Admin link, then choose Document Management. You can click on the Upload button, select Fiscal Year filter 2025-2026, and then the Document Type.
2024-25 Annual Report --> Annual Financial Report (under fiscal year "2025-2026")
Year-End Financial Review (20255 Jan-Jun) --> Audit_Year-End (under fiscal year "2025-2026")
25-26 Budget --> Budget (under fiscal year "2025-2026")
2024 Federal Form 990 --> IRS_990_990EZ_990N (under fiscal year "2025-2026")
2024 State Form 199 --> FTB_199_199N (under fiscal year "2025-2026")
2025 CA AG Form RRF-1 --> AG_RRF1 (under fiscal year "2025-2026")
Workers' Comp Form --> Worker’s Comp Payroll Report (under fiscal year "2025-2026")
Mid-Year Financial Review (2024 Jul-Dec) --> Audit_Mid-Year (under fiscal year "2025-2026")