Treasurer Training

Treasurer Training on the Preparation of the Annual Report and Financial Statements for the year ending 31st December 2021

In December we will be holding training sessions on Zoom specifically on the preparation of year-end accounts which is aimed at all treasurers and anyone involved in the preparation of the Annual Report.  These are single sessions, although we are repeating the Receipts and Payments basis sessions to allow as many people as possible to attend.  The sessions will last for 2-2.5 hours.

Preparing year end accounts on a Receipts and Payments basis

Wednesday 1st December at 2pm

Monday 6th December at 6.30pm

Tuesday 7th December at 10am

Preparing year end accounts on an Accruals basis

Thursday 9th December at 6.30pm

Please use the form below to book your place.

booking form

Preparing Year End Accounts on a Receipts & Payments basis

Preparing Year End Accounts on an Accruals basis

We ask you this to try and make sure that this is a genuine form submission.

Please make sure that you book on to the session using the same accounting basis as your parish – either Receipts and Payments or Accruals.  There is a maximum of 30 attendees a session, and once a session is fully booked it will no longer be available as an option on the booking form.  If that happens, please contact Lizzy Anderson and you will be added to the waiting list.

PCC Accounts and Return of Parish Finance

Diocesan Cashbook version 2021

Treasurer Training Workbook

2020 Appendix Z Addendum

Appendix A – Cash handling procedures (Page 1)

Appendix A – Continued collection sheets (Page 2)

Appendix D – Budgets (Page 7)

Appendix H – Statement of Terms of Employment (Pages 18 to 23)

Appendix I – Employment Contract for Church Organist (Pages 24 to 36)

Appendix J – Sample Volunteer Agreement (Pages 37 to 38)

Appendix M – Gift Aid Declaration (Page 45)

Appendix N – GASDS Record sheet (Page 46)

Appendix O – Statutory Fees 2021 (Pages 47 to 48)

Appendix O – Wedding Fees two part 2021 (Pages 49 to 50)

Appendix Q – 2020 Return of Parish Finance Form (Pages 53 to 55)

Appendix S – 12a-GASDS-single-church-parishes (Pages 60 to 64)

Appendix T – 12b-GASDS-multi-church-parishes (Pages 65 to 69)


Appendix X – Top Ten Tips (Page 85)