PTA Expense Reimbursement Request - 2024-25

1. Complete this form and submit it to the PTA within 30 days of purchase. June receipts are due by the last day of the school year.

2. Include all receipts. Reimbursement will NOT be issued without receipts. Upload scanned copies of receipts. If you need help with this, please email president@romonapta.org for support. All documents become property of the Treasurer; please keep a copy for your records.

3. Taxes will not be reimbursed (exception Costco). Use the Tax Exempt form to make your purchases.

Please remember: As a sales tax exempt organization, we cannot reimburse sales tax, so please give all vendors a copy of our sales tax exemption form to avoid being charged sales tax when you make your purchase.

Submitted By: Email Address: Your Role in the Event, please Choose 1. President President-Elect VP PTA Committee Chair PTA Committee Member Parent Other Committee Type VP Representative of Event Date of Event (MM/DD/YY) Date of Purchase (MM/DD/YY) Grand total amount for reimbursement: ($)

Payment Options
Payment Type If Zelle: Email or Phone Number (Please input only 1) Name for Payment For Check or ACH (Vendor) info Only: If Check payment request; Please provide Mailing address. If ACH payment request: Please provide. Vendor Name: Vendor Routing Number: Vendor Account Number: Was Tax Exempt Letter Used? Yes No If Answered No. Reason for Not Using Tax Exempt Letter

Receipt of Purchases
Vendor Amount ( $ ) : Brief description of items purchased Attach receipt Vendor Amount ( $ ) : Brief description of items purchased Attach receipt Vendor Amount ( $ ) : Brief description of items purchased Attach receipt Additional Notes

PTA Expense Reimbursement Request - 2024-25

Romona Elementary School