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Sales Tax

Are PTOs and booster clubs required to pay sales tax on purchases? Yes.  According to state statute, non-profit organizations in Arizona must pay sales tax charged by vendors. (In Arizona, sales tax is technically known as a “transaction privilege tax.) 

Are PTOs and booster clubs required to charge sales tax for retail sales, like fundraiser sales? No.  According to state statute, non-profit organizations in Arizona are exempt from charging and collecting sales tax on items sold for fundraising or other purposes. 

Vendors sometimes ask me for an Arizona Form 5000.  What is this form and do I need to provide it?  This form is a “Transaction Privilege Tax Exemption Certificate.”  Since Arizona non-profits are NOT exempt from paying sales tax on purchases from vendors, you need to explain to the vendors that the Chandler School Boosters, Inc., (and its member PTO and booster groups) are not exempt, and that you must pay sales tax.  Therefore, you should NOT provide Arizona Form 5000 to vendors. 

Then why do people sometimes refer to 501(c)(3) non-profit organizations as “tax-exempt” organizations? 501(c)(3) non-profit organizations are exempt from paying federal income tax; that doesn’t mean they are exempt from paying sales tax (or transaction privilege tax, as it’s officially known in Arizona).   

If my club has to pay sales tax on items I purchase for fundraisers, that means I won’t make as much profit.  Any suggestions? You will need to take the additional cost of sales tax into consideration when you are determining your sales price for items you are selling.  Mark up your sales price to recoup the amount of sales tax paid, so you can maintain a desired profit margin.   

MidFirst Banking & RunPTO

Important Documents

MidFirst Banking Account Log In

MidFirst Banking
Set up/Transitioning accounts/Debit Cards/Fees

Log In to your RunPTO Account

RunPTO Knowledge Base

Still Need Help? Contact us using the MidFirst/RunPTO Help Ticket.
This form will help you submit a ticket to a CSB team member who can help you with questions or problems related to MidFirst Banking and getting access to and setting up RunPTO. Please try to contact the bank for most daily banking activities first or try to access the RunPTO Knowledge Base before asking for help here. You should expect a response from one of us within 24 to 48 hours. 

Stage one document
Implementing the Board Chair/Committee Directories and Accounting Functions

CSB Questions

What kind of training can we expect on RunPTO in the future?

Just to name a few:  Banking, Run PTO, Fundraising…


MidFirst Questions

How do I get online access to my account?

You MUST be a signer on the account.  Typically access is given to the club treasurer, although an additional online user may be requested.  Online access may be requested by contacting banking@chandlerschoolboosters.org.  Please specify your name, officer position and club name in your request.   

How do we get the Business Company ID information in order to use the MidFirst online banking?  

Business Company ID #2710845

How do we handle coin deposits paid for by the kids?

At this time, the branches are only accepting rolled coins.

Minimal loose coin is acceptable…. less than $5.
Coin must be rolled before stepping into the branch for the deposit.
Tellers are not responsible for assisting in rolling your coin for/with you

Are there multiple MidFirst locations that we can use?

N Val Vista & E Baseline
3631 E Baseline Rd., Gilbert, AZ 85234
P: 480-926-2265

N Cooper & W Ray
760 W Ray Rd, Gilbert, AZ 85233
P: 480-755-0974

S Gilbert & E Chandler Heights
4900 S. Gilbert Rd., Chandler, AZ 85233
P: 480-755-0962

SanTan Village & S Market
2849 S Market St., Gilbert, AZ 85295
P:  480-755-0952

S Power & E Rittenhouse
7305 S Power Rd, Queen Creek, AZ 85142
P:  480-755-0949

Can we deposit checks from the mobile app? 

Yes!  Need to make sure you are in the Business app.  MidFirst Business Mobile app

Which board members are allowed to be signers? 

President, Vice President, Treasurer, and or Secretary.  2 required, 3 preferred

Can we activate the cards over the phone?

Yes. To activate a card over the phone they will need to call from their phone number on file, and type in the last 4 of CSB’s EIN (1830). They will then be prompted to set up a 4 digit pin.

What are the fees that MidFirst charges?

Account Maintenance (monthly) ...................................  No charge   
200 Transactions included per month ............................. No charge 
Excess Transactions if more than 200 Transactions ........ 0.35 each   
Cash Deposited if more than 12,500/cycle................... 2.00/1,000.00   
eStatement/Paper Statement  ........................................ No charge   
          Includes Checks/Debits, Deposits/Credits, & Deposited Item
Stop Payment – Online ................................................... 17.00 each 


RunPTO Questions

Why haven't I received my RunPTO login information?

The president receives the initial email to set up the RunPTO account.

If you are the president and still have not received your sign up email, it is possible that you will need to update your CSB registration information. CSB Registration. Introduction emails will only be sent to the presidents of the club.

Who receives the initial email to set up the RunPTO account?

The president receives the initial email to set up the RunPTO account. If you are the president and still have not received your sign up email, it is possible that you will need to update your CSB registration information. CSB Registration. Introduction emails will only be sent to the presidents of the club.

I've started implementing RunPTO and I might want to reset my system. Is it possible to do a hard reset?

Yes. There might be other alternatives, in either case contact: runptohelp@chandlerschoolboosters.org

What is the first thing I do after receiving my initial email on RunPTO?

Set up your board members and send emails to each member. Add Board members. Add users, which will send emails to each user that you wish to have access to using RunPTO. The President and Treasurer have the primary responsibility of setting up RunPTO.  Please see the Stage 1 document to aid in your setup process. 

Why can’t we start at the beginning of the new school year?

RunPTO will save hundreds of hours in collecting, auditing and correcting the spreadsheet information system previously used.

Will you still accept the previous spreadsheets that have been used in the past years?

No.

How is stripe set up for credit card transactions through RunPTO?

There is a knowledge base tutorial that walks you through the stripe set up. Here is the link. RunPTO Stripe set up.

When do we need to have these items completed for implementing RunPTO?

March 31st – Stage One President Tasks
Enter the board and chair directory information
Create the Committee Directory


April 30th- Stage One Treasurer Tasks

Enter the opening balance of MidFirst Bank account
Enter outstanding checks payable
Enter net assets opening balance
Enter budget amounts
Enter withdrawals (2 options for doing this.)
Enter any transfers and
Reconcile the bank account.

Please see this RunPTO Phase 1 document for the details involved in these tasks.

What do we do if we have a different accounting year?

All members have the same accounting year. July 1st – June 30th


Payment Systems

Are there fees for using Stripe?

Yes, 2.9% + 30¢ per successful card charge. You are not limited in the method that you choose to collect payments.

What do you recommend for members that operate concessions for payment systems?

Currently we are not making a recommendation for fee collection systems for concessions. Continue to use what works for you until more information is gathered from concessions running members.