Free for Washington and Oregon boards
November to April is the busiest stretch of a board's year: the budget, the owner mailing, the annual meeting, 1099s, the financial statement and the tax return. Washington boards are also doing budget ratification under new rules for the first time. This kit puts it all on one checklist.
21 checklist items across Washington, Oregon and federal rules. Choose your state and we will send only what applies.
From the 14-day notice of your budget meeting through April's tax return, in the order a calendar-year board meets them.
Each legal item names its RCW or ORS section, checked against the statute text, so you can verify it or hand it to your attorney.
Plain sentences with checkboxes, written for volunteer treasurers and presidents, not lawyers.
Want the detail now? Read the WUCIOA compliance checklist or the HOA budget planning guide. The kit is a checklist, not legal advice; confirm details with your association's attorney.