Working with your PTO Treasurer

Before making any purchases on behalf of the Sam Johnson PTO, you must obtain approval from the Johnson PTO Treasurer PTOSamJohnsonTreasurer@gmail.com. Once you have received approval:

Reimbursements and Check Requests

MAKING A PURCHASE:

1. Please provide the Sales Tax Certificate of Exemption form to the vendor for each purchase. Sales tax cannot be reimbursed.
2. Keep all detailed receipts to submit with the Reimbursement Form.

REQUESTING REIMBURSEMENT / CHECK:

1. If you paid for items for an event, please submit your reimbursement request within two weeks after the event.
2. Please use the Johnson Elementary PTO Reimbursement or Check Request Form.
3. Enter the date of the event.
4. Enter the date you submitted the reimbursement to the PTO.
5. Enter the date needed and provide the vendor's invoice (if requesting a check in advance of payment).
6. Print your email address and phone number. Circle your preferred contact method for notification when your check is ready.
7. PRINT the name of the person or company to whom the check should be made payable.
8. Checks will be processed within one week of submission. If you need the check by a specific date, please email PTOSamJohnsonTreasurer@gmail.com with your request in addition to submitting the form.
   Note: Checks cannot be issued with less than 24 hours' notice.
9. Enter the Budget Category and/or Event, along with a description of the items purchased.
10. Remember to sign the form!!

FORM SUBMISSION AND GETTING YOUR MONEY:

1. Please place your form, along with any receipts or invoices, in the PTO box. The box will be checked weekly. To notify us of your submission, please email PTOTreasurer@gmail.com.
2. You will be notified when your check is ready for pickup. If you choose to retrieve it from the PTO box, we will provide instructions on how to access the birdhouse and retrieve the check from the Treasurer envelope.

Johnson PTO Treasurer
PTOSamJohnsonTreasurer@gmail.com