Attention Treasurers |
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To do now:
1. Before September 15: Fill the Google Form to indicate your chapter’s 990n filing status and RSVP to attend the 990n filing training via Zoom. Training on Sept. 24 & 26.
Use this link: https://forms.gle/KYgXKMa3CweBaUb69
2. Before September 30: all members that have paid dues to the chapter must be in an order.
International will auto-drop members in the Unbilled section on Oct. 1.
Send payments to both Int’l and TSO. TSO collects a scholarship fee, use the TSO Fee Form (updated March 2024) to calculate total due.
Refer to Dues: What to Send Where for tips.
3. Before September 30: File the chapter 990n ePostcard with the IRS to avoid reminder calls and emails – and – to have time to seek assistance as needed.
You are filing for Tax Year 2023 (our 2023-24 fiscal year). Creating IRS ID and Filing Instructions
The IRS site also a help document. https://www.irs.gov/pub/irs-pdf/p5248.pdf
1. Before September 15: Fill the Google Form to indicate your chapter’s 990n filing status and RSVP to attend the 990n filing training via Zoom. Training on Sept. 24 & 26.
Use this link: https://forms.gle/KYgXKMa3CweBaUb69
2. Before September 30: all members that have paid dues to the chapter must be in an order.
International will auto-drop members in the Unbilled section on Oct. 1.
Send payments to both Int’l and TSO. TSO collects a scholarship fee, use the TSO Fee Form (updated March 2024) to calculate total due.
Refer to Dues: What to Send Where for tips.
3. Before September 30: File the chapter 990n ePostcard with the IRS to avoid reminder calls and emails – and – to have time to seek assistance as needed.
You are filing for Tax Year 2023 (our 2023-24 fiscal year). Creating IRS ID and Filing Instructions
The IRS site also a help document. https://www.irs.gov/pub/irs-pdf/p5248.pdf
Treasurers' Training 2024 Sept 24
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Contact TSO Treasurer
TSO Headquarters: Leesa Cole, TSO Executive Secretary
Important Deadlines
June 30 – Dues for new membership year
July 15 - Annual Treasurer's Report
November 15 - IRS 990N e-Postcard
April 1 - To receive Recognition for Contributions
IRS 990 N ePostcard
Creating IRS ID (Updated July 6, 2023)
Filing Instructions for 2022 Fiscal Year (posted July 10, 2023)
Note: It is no longer necessary to send proof of filing to the TSO Headquarters office. Treasurers should keep a print copy of filing acceptance in their chapter files.
Dues Portal Tip Sheet
TSO Fees Form updated March 2024
Forms: What to Send Where (updated Apr 16, 2023)
Important Information
Forms
Annual Report of Chapter Treasurer - Form 15 (Download form from dkg.org / Chapter Connect)
Change of Chapter or State Organization Treasurer - Form 87 (Download form from dkg.org / Chapter Connect)
Death of a Member to TSO Necrology Committee Chair - Form 6 (Download form from dkg.org / Chapter Connect)
(International) Society Contribution Form (Form 43) (Download form from dkg.org / Chapter Connect)
Report of Members Dropped - Form 18A (Download form from dkg.org / Chapter Connect)
*Treasurer Forms (Download forms from dkg.org/Chapter Connect)
This site is administered by Debbi Ball, Webmaster
Contact: [email protected]
Last revision: September 27, 2024
Contact: [email protected]
Last revision: September 27, 2024
