Category Archives: Financial Records

Society Finances – California Charities Filing

California State Government has not always been good about letting societies know what they need to file.  A few years ago societies began getting letters informing them that they were delinquent filing forms with the Attorney General’s Office.  The fact … Continue reading

Posted in California Genealogy, Financial Records, Records, Society Strategies | Comments Off

Society Finances – Sales Tax

If you sell items in California on a regular basis, you should have a state sales tax number for CA State Board of Equalization.   You are required to file returns on a quarterly or annual basis according to the … Continue reading

Posted in California Genealogy, Financial Records, Records, Society Strategies | Comments Off

Society Finances – 1099s

If your society paid a speaker or other contractor more than $600 in 2012 (or $10 in Royalties),  you should have provided the contractor with a 1099 Misc and filed a copy with the IRS along with a 1096.  Many … Continue reading

Posted in Financial Records, Records, Society Strategies | Comments Off