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Purpose and Use of Org Codes

2022-07-08

Updated with text from "Organization Hierarchy/PTA Owning Attribute Best Practice" on the need to assign all PTAs to lowest org.

Update
Other Financial Reports

2022-05-09

Publish new report Excise Tax.

Update
Find Existing Expenditure Type Codes

2022-01-18

Updated instructions on accessing expenditure type listings.

Update
Expenditure Type and Object Code Updates

2022-01-04

Published new expenditure types and object codes for Jan. 3, 2022.

Update
Expenditure Type and Object Code Updates

2021-09-24

Published new expenditure types and object codes for September 2021.

Update
Annual Tax Form Distribution

2021-05-05

Expanded links and contact info on tax documents, service support needs and other resources

Update
Annual Tax Form Distribution

2021-02-26

Added information on new Form 1099-NEC

Update
Expenditure Type and Object Code Updates

2021-02-22

New Expenditure Types

Update
Organizational Hierarchy and PTA Owning Attributes Best Practices

2021-01-11

Major update enhancing guidance to cover a wide range of situations and considerations.

Update
Expenditure Type and Object Code Updates

2020-12-11

New object codes created

Update