2021-2022 Treasurer Resources

 

Treasurer’s Guide – Updated September 2021

MALTA Training Videos for Treasurers (all levels)

• How to Edit or Change the Dues Amount on Behalf of Your Auxiliary
• How to Convert an Annual Member to a Life Member
• How to Enter ACH Information
• How to Make a Gift on Behalf of Your Auxiliary
• How to Pay an Annual Member’s Dues
• How to Purchase the Auxiliary’s Bond
• How to Do a Same Day Void
• How to Update a Member’s Information (as Auxiliary Treasurer)
• How to Order a Member a Replacement Card (as Auxiliary Treasurer)
• How to Register a Member for an Event (as Auxiliary Treasurer)

Auxiliary Treasurer Resources

• How to Print Dues Renewal Letters and Mailing Labels in MALTA
• Sample Lapsed Member Not in Good Standing Letter (Word doc)
• Relief Fund Guide
• 2021-2022 Auxiliary Bond Application
• ACH Authorization Form
• Treasurer’s Report and Ledger Tool
• Auxiliary Audit Form Instructions
• Auxiliary Audit Form with Calculation Explanation
• Auxiliary Audit Form (Excel)
• Auxiliary Blank Audit Form (PDF)
• VFW Auxiliary Instructions for Reinstatement of Federal Tax-Exempt Status
• IRS Form 8822-B (Fillable PDF)
• 990 e-postcard User Guide from the IRS (PDF)
• W-9 Letter
• IRS Form W-9
• Cancer Grant Application
• Receipt Template

Membership

IRS webinar: Did you lose your tax-exempt status? Why it happens and how to fix it.