Financial Compliance Resources and Helps
Click here for Financial Compliance and Giving Seminars
Please consult a local CPA or email Tony Neal at info [at] churchfinancialservices.net for urgent accounting issues and concerns.
Please consult with your financial software provider for instructions and assistance with performing operations within your accounting software.
Click any topic below to quickly navigate to the resources:
Non-Profit Status Help
501c3 Nonprofit Documentation / GBMB Umbrella
Financial
Budgeting
Church Financial Policies
- Accountable Reimbursement Sample Policy
- Church Credit Card Usage Sample Policy
- Financial Assistance Request Form
- Financial Records Review
Handling the Church’s Money Correctly
- Benevolence Application
- Benevolence Policy and Procedure – Sample
- Church Contribution Credit
- Mission Trips, A Review of the Tax Consequences
- Preparing for an IRS Audit
Federal and State Payroll Reporting Requirements
Federal Record Keeping Requirements
- Car, Truck, Boat Donations to Church – Substantiation Requirements
- Payroll Reporting Requirements Checklist
- Record-Keeping Requirements for Benevolence Assistance
- Record-Keeping Requirements for Churches
- Record Keeping Requirements – Length of Time
- Unrelated Business Income Taxes
General Financial
- 403(b) Regulations
- Church Treasurer Challenges
- Church Treasurer Duties
- Employee Payroll Governmental Forms Checklist
- E-Verify Law Summary for Churches
- Georgia Sales and Use Tax
- Internal Revenue Service Audit
- IRS Warns Churches not to Intervene in Political Campaigns
- Living in a Parsonage
- Ministerial Privileged Communication
- Short-Term Church-Sponsored Mission Trips
Organizational
Church Incorporation and Liability Reduction
Personnel
- Consent Form for Your Church to Provide References
- Interviewing Applicants for Church Support Staff Positions
- Ministerial Compensation Worksheet
- Non-Ministerial Compensation Worksheet
- Paying a Minister Legally
- Personnel Policy Questionnaire
- Providing Good and Safe References
- Record-Keeping Requirements for Employees
- Sexual Harassment Sample Policy
- Tax Concerns for New Ministers
- US Department of Labor Poster Advisor
Church Staff Compensation
- 2022 SBC Compensation Survey
- Employees Insurance Plans
- Ministerial Housing Allowance
- How are Ministers Treated Differently in Tax Matters?
- New Employee Checklist
- Overtime Laws
- Social Security Basics for Ministers and Churches
Published February 1, 2024