November 27, 2014

Secretary & Treasurer Tools

The purpose of this page is to assist the SMART Transportation Division local secretary/treasurer with the duties of his or her office.

Below you will have access to the computerized bookkeeping program, Winstabs, a variety of forms that are frequently used by local treasurers and links to other important or useful websites.

We have also provided a link to an email 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 SMART Transportation Division will also post your question, along with a reply, to assist other local treasurers.

Also, note the secretary & treasurer checklist for filing various reports with SMART Transportation Division that can be found here.

We hope you find these tools helpful in fulfilling your duties and welcome your comments on how the SMART Transportation Division could further assist you.

Get Winstabs
Questions and Answers Forms and Documents
Important and Useful
Links

Treasurers interested in using the software must either contact Bobby Brantley at (216) 502-7225, Mike Araujo at (210) 710-4213 or the Billing/Audit Department at the SMART Transportation Division office at (216) 228-9400.

For an easy transition in closing out Winstabs for the year and beginning a new year, it is recommended that treasurers read the document below.

Starting Winstabs for 2014

To download the instruction manual for Winstabs, click on the appropriate link below. Download times may vary.

Winstabs Manual

Set up Access 2010 to work with Winstabs

Have questions about your job as a secretary or treasurer of the UTU, or a question about using the UTU’s Winstabs software? E-mail your question to the UTU International and we’ll respond as soon as possible. Your questions and answers will also be posted here regularly to assist other secretary/treasurers who may have been wondering the same thing.

View Q&As

Submit question

Winstabs Frequently Asked Questions Answered by Video

Secretary & Treasurer News

Below are important forms and documents that are necessary for the secretary/treasurer to do his or her job. These are writable PDF files that can be filled-out on your computer, then printed.

2014 Tax Rates

SMART TD Membership Application

Application for Readmission

Authorization for Dues Deduction

SMART Transportation Division Supply Department Order Form

2015 SMART TD Treasurer’s Check List

Prepare to Submit Payroll Taxes Electronically in 2011

Form OE1A (2013)
Form OE1A (2011/2012)

More forms…

Below are links to websites that may be useful to our secretary/treasurers. If there are other websites that you would like to see linked to this page, contact the SMART Transportation Division.

iLINK

Railroad Retirement Board

U.S. Department of Labor – Employment Standards Administration