To Tax or Not To Tax

One of the questions we get asked the most often from our PTA customers is, "What do we do about sales tax?"  Fortunately, we know the answer!  As PTA members ourselves, we attend summer seminar and other training sessions and we make it a point to keep up to date on all of the requirements from Texas PTA and the Texas State Comptroller's office!  We have the documentation available that we can show you or direct you to, but here is a quick and easy way to answer your questions!
Which fundraisers are subject to sales tax?  The answer is more simple than you might realize.  Cookie dough or other frozen food fundraisers are NOT subject to sales tax since only non-taxable items are sold.  Discount card fundraisers are NOT subject to sales tax since the retailer will charge the sales tax when the card is redeemed for taxable goods or services.  The only one of our Primo Fundraising options which is subject to sales tax is our Believe Gift Catalog fundraiser.   Items sold in these catalogs are subject to tax and therefore sales tax must be charged and remitted to the State. You might be wondering if you can declare the catalog fundraiser as one of your tax-free events for the year?  Unfortunately, the answer to that question is no .  The Texas Comptroller’s office has ruled that brochure/catalog sales are not eligible for tax-free
declaration by the PTA because, for these sales, the PTA is acting as an agent for the vendor, who is the actual seller. The PTA collects sales tax on the sales price and remits it to the vendor to remit to the Texas Comptroller’s office.  Clear as mud, right?  
To further confuse the issue, Texas PTA has used the term "designated vendor" to determine who is responsible for the sales tax.  The designated vendor (in this case, Believe Kids) sets the price for the merchandise, provides the marketing material and the PTA acts as an agent for Believe Kids and is paid a commission for doing so.  Now, the good news is that Believe Kids offers a tax-included catalog for our Texas PTAs which makes the collection of sales tax easy and painless!  Believe Kids collects the sales tax and remits it to the state, thus making sure you are in compliance with the rules and regulations as dictated by the State of Texas and Texas PTA!  Before doing business with any other fundraising company (and we honestly don't know why you ever would) make sure they are up to speed on the tax issues specific to Texas PTAs!  

Welcome To Our New Blog!

Thanks for stopping by to check out our new blog!  So many exciting things have happened since we opened the doors almost two years ago.  We hope to keep you updated with all of the developments through this blog and our Facebook and Twitter pages!  

Just to recap our history a little bit....Jeff, our fearless leader, was sitting on a plane one day on yet ANOTHER business trip and he decided that he had had ENOUGH....enough of the travel....enough of missing his kids' events...enough of living out of suitcases!  He spent that flight thinking of what he might do if he were to leave that very lucrative sales job....and an idea was born!  Jeff and Amy had long been fans of a certain gourmet coffee, AND they were both very dedicated PTA members at their kids' school.  Jeff thought that maybe offering this gourmet coffee and tea as a PTA fundraiser would be an idea that just might work!  Amy was also scared to death and somewhat skeptical  completely supportive of the idea!  The original company, Primo Bean Coffee and Tea was formed and our little business was up and running! 

     After spending the first year doing coffee and tea fundraisers exclusively, we realized that most schools and organizations like to offer a few more choices to the people who support them, and they like to shake things up from year-to-year when it comes to their annual fundraisers.  We were then presented with an opportunity to partner with another new company, one with a very familiar name, but a brand-new fundraising division....Mrs. Field's Cookie Dough Fundraisers!  I know!  Perfect, right?  We were then able to offer a combination cookie dough/gourmet coffee fundraiser option - a perfect match for a very profitable (and yummy) fundraiser!  

     Even then, we were still hearing our customers talk about the need for a gift catalog fundraising option, one which would offer gifts and goodies at all price points with something for everyone and every budget.  We are so proud to announce that we are now able to offer that very thing through our partnership with Believe Kids, the most impressive and well-organized name in fundraising in the country!  

     So, are you keeping up so far?  By now, it is apparent that we have become SO much more than a little coffee fundraising company.  We are happily introducing our brand new company, which encompasses all of the fundraising programs we offer.  We will now be known officially as Primo Fundraising, the premier provider of fundraising programs in the North Texas area!

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Check back often to see all of the exciting things we have coming up this year!