• REIMBURSEMENT FORM

We’re taking the paper out of the PTA purchasing process!

• Why?
  • Quicker Turnaround. Communication will be faster, your cash gets back to you sooner!
  • Fewer Checks. Electronic payment methods mean we’ll write fewer checks!
  • Cash Management. Less out of pocket cash with the PTA’s Tax Exempt Amazon Business Account!
  • Tax Exempt Status. Funds go further by reducing the sales tax paid on purchases! 

• How?
  • Online Banking. Online bill pay, and online check writing.
  • Amazon Business. You place/track orders, the Board approves them, the School receives them.
  • Google Forms. No more paper for non-Amazon purchases.
  • Online Resources at https://lyndonpta.membershiptoolkit.com/home 

• When?
  • Now!
  • Weekly Treasury Review! Treasurer will review and process requests/Amazon orders weekly

Some common questions:

• What impact does online banking have on me?
  • You’ll no longer receive hand-written checks
  • You’ll be added as a payee in the PTA’s bank account and receive a printed check 

• What if I already have submitted expenses under the old process?
  • No problem! We’ll reimburse those as usual. 

• What is Amazon business?
  • A new program from Amazon allowing for team management of expenses
  • A tax-exempt* Amazon account in the PTA’s name using a PTA-owned electronic payment method
  • You will be set up as a user able to place and track orders for the PTA
  • The Board can review/approve orders
  • Orders get shipped to the school
  • *See process documentation for tax-exempt sellers 

• How do I use the Google Form?
  • The form is designed to be one receipt, one request
  • Fill out the form, and upload an image of your receipt
  • Use the PTA’s ST-2 form when making your non-Amazon purchase (MA Tax Exempt Status)
  • We’ll aggregate your open requests and send you one printed check for the total
  • Follow the instructions in the form at the below link
  • REIMBURSEMENT FORM

• What if my question isn’t answered here, or if I have questions as I use the process?
  
  • Email Jessica Grande, Treasurer : jessicaggrande@gmail.com