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The
purpose of
this page is to assist the UTU local secretary/treasurer
with the duties of his or her office.
Below you will have access to the computerized bookkeeping program, Winstabs 2005, a variety of forms that are frequently used by our local treasurers and links to other important or useful websites.
We have also provided a link to an e-mail box where you can submit questions regarding your duties as a local treasurer. Your questions will be submitted to the general secretary and treasurer, or to members of his staff, for prompt consideration. The UTU will also post your question, along with a reply, to assist other local treasurers.
Also, note the secretary/treasurer checklist at the bottom of this page for filing various reports with International.
We hope you find these tools helpful in fulfilling your duties and welcome your comments on how the International could further assist you.
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Secretary and
Treasurer News: Treasurers: Form 990-N may be filed after May 15 (05/09/08) International schedules 2nd treasurers' workshop (02/21/08) International to host local treasurers' workshop (02/08/08) All UTU locals must file Form 990 (02/06/08) International seeks report of local activities (12/14/07) Local treasurers should close Winstabs for 2007 (11/30/07) All locals must now file IRS Form 990 (10/31/07) Local, general committees must file -- or else! (06/29/07) UTU treasurers urged to act before convention (05/11/07) Local treasurers' workshop slated for Sacramento (03/20/07) Local treasurers should close Winstabs for 2006 (12/05/06) Local treasurers: Monitor IRS deadlines (11/16/06) IRS raises mileage rate to 48.5 cents (11/02/06) Cleveland, Atlanta Treasurer Workshop photos (04/05/06) New Tax Form 944 may ease burden on treasurers (03/29/06) Ontario, Kansas City Treasurer Workshop photos (03/23/06) Which Form 990 should I use? (02/17/06) Filing Form LM-2 electronically using Adobe Reader (01/24/06) Treasurers: Complete your W-2s online (01/12/06) UTU helping to ease workload of local treasurers (01/05/06) Tier 1, Tier 2 and Medicare rates remain the same (12/15/05) Local treasurers must adjust deductions (11/11/05) Treasurers must use Acrobat Reader 6 to file LM-2 (09/29/05) Treasurers: Ya gotta have a digital signature (08/25/05) OLMS announces "grace period" for LM-30 report (05/03/05) Use IRS Form 843 for refund of Tier II payments (04/07/05) Local treasurers can now download LM-3 (03/22/05) Download new electronic forms software from DOL (02/09/05) What's new in Winstabs 2005 (01/05/05) RRB notes tax rates for 2005 (12/08/04) |
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Secretary/Treasurer Check List |
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| Treasurer's monthly report and remittance | 20th of each month | ||||||||||||
| Treasurer's annual report | January | ||||||||||||
| LM-2 or LM-3 Annual Report - LMRDA | Within 90 days after December 31 | ||||||||||||
| Form 990 - Return of Organization Exempt from Income Tax | On or before May 15 | ||||||||||||
| Form 941 - Employer's quarterly federal tax return | On or before the last of the month following the calendar year | ||||||||||||
| Form OE1a - Payroll report for local unit | End of each quarter | ||||||||||||
| Form CT1 - Employer's annual Railroad Retirement tax return | On or before the last day of the second month following close of year | ||||||||||||
