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Documents
- Spring '23 Parish Business Forum
- Unrelated Business Income Guidance
- Employee Direct Deposit Authorization
- 401K Employee Information Reporting Form
- Employee Payroll Information - New or Change
- Spring '21 Parish Business Forum
- Dec. 1, 2020 Parish Business Forum
- Employee vs Contractor Guidance
- April 30, 2020 Parish Business Forum Powerpoint PDF
- DOB Fixed Asset Policy
- Media Authorization Release
- I-9 Form Change Parish Communication
- Drivers and Vehicle Safety Policy
- Parish Account Review and Financial Control Guidelines
- Security System in Williston
- Uncashed Aged Parish Checks
- Payroll Taxes are Sacred - So Don't Touch
- Retaining Contribution Envelopes from Parishioners
- How to Use Cost Share Account Distributions.
- Health Insurance Post
- Retirement Post
- Tax Data Input Help
- Blue Cross Blue Shield Amount Chart
- Paying Payroll Items to Vendors Guide
- Building Your Beginning Balances
- ConnectNow Ledger and Payables
- Connect Now Payroll
- Diocese Statement of Financial Position Accounts
- Diocese Statement of Activities Accounts
- Diocese Chart of Accounts Comments
- Diocese Account Number Construction Guide
- Shortcut Alphas
- Parish Records Retention
- Transferring Funds Between Accounts in ParishSoft
- Preparing a Cost Share Bill
- Employer Documentation Guidelines
- Outreach Ministry Potential Liability
- Bookkeeper Best Practices
- Expense Tracker
- Mileage Log
- Mileage Tracker
- Payment Request
- Request for Payment
- Personnel File Docs
- Credit Card Feature
- Sales Tax Guidelines
- W-9 and 1099-Misc. forms
- Diocese Accounts and Subaccounts
- IRS Tax Guide - publication 1828
- Keeping Churches both Accessible AND Secure
- Additionally Insured Parish
- Diocesan Priest's Taxable Income
- Dedicated Accounts
- Checks to Diocese
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Accounting and Expense Related
- Uncashed Aged Parish Checks
- Helpful Process Forms for Parishes – Reimbursements, Mileage, Request for Payments, Vehicle Use
Chart of Accounts and Software- Parish Cost Share Expenses with Cluster Parishes
- Parish Cost Share Bill Creation for Sister Parish
- Parish Ledger and Payroll ConnectNow Software Guides and Videos Available
- Diocese Chart of Accounts
- Parish Transferring Funds
- Using the Credit Card Feature in ParishSoft Accounting
- Accounting Best Practices Regarding Dedicated Accounts
- Recording Restricted Funds & Method Guidelines
Fiscal General and Best Practices- How Long Should a Parish Retain Contribution Envelopes from Parishioners
- Parish Bookkeeper Best Practices – Transaction Documentation
- Employer Documentation Guidelines
- Financial Control Guidelines
- Fixed Asset Policy Guidance
Federal Government and Tax- W-4 Form
- W-4 Form - Priest Withholding Waiver
- I-9 Form - Link to IRS Form Webpage
- W-9 and 1099 Forms and Requirements
- W-2G Form - Raffles and Raffle Winnings Reporting
- 1098-C Form - Vehicle Contributions
- Payroll Taxes are Sacred - So Don't Touch
- Parish Government Checklist Items for Payroll, Contributions, Employees and Vendors
- IRS Tax Guide for Churches and Religious Organizations – publication 1828
- FDIC and Insuring Parish Deposits
- Employee vs Contractor Guidance
- Unrelated Business Income Guidance
State Government and Tax
Insurance and Safety- Outreach Ministry Questions on Potential Liability
- Media Authorization Release
- Keeping Churches both Accessible AND Secure
- How To Know if Your Parish Has Been Named As Additionally Insured
- Drivers and Vehicle Safety Policy
Payroll Related- Mass Offerings and Stipends – (See Synod Appendix 18)
- Diocesan Priest’s Taxable Income and Non-taxable Reimbursable Expenses
- Employee Direct Deposit Authorization
- 401K Employee Information Reporting Form
- Employee Payroll Information – New or Change
Parish Business Forums- Fall 2019 Parish Business Forums
- Spring 2020 Parish Business Forum and Health Care Enrollment
- Fall 2020 Parish Business Forum
- Spring 2021 Parish Business Forum and Health Care Enrollment
- Fall 2021 ParishSOFT Roadshow Breakout Presentations
- Spring 2022 Parish Business Forum and Health Care Enrollment
- Fall 2022 Parish Business Forum
- Spring 2023 Parish Business and Health Care Enrollment