Parish Finance

This section contains a whole range of resources to foster good practice in parish finance. This includes information about the treasurer’s role and key tasks, good practice for handling cash, Gift Aid and how to produce accounts which will comply with the Charity Commission’s guidance:

Appointing a new treasurer :

What to look for in a new treasurer & key tasks

Treasurers’ Guide 1 : Introduction to Financial Management

Getting Started – Resources for new treasurers :

Getting Started – an overview

Treasurers’ Guide 1 : Introduction to Financial Management

Record Keeping

Different types of funds

Accounting for different types of funds

Accounting & Reporting :

Overview to reporting and accounting

Thresholds – what you are required to do as your income increases.

Independent Examination

Other topics :

Gift Aid – a series of guides to help you make the most of Gift Aid, and to help you comply with HMRC’s requirements.

Funding Guides – helping you access broader streams of funding, particularly for capital projects.

A simple guide to what every PCC member needs to know about finance

Guides to employing people, paying them and pensions and auto-enrolment.

Filling out the FATCA forms (Foreign Account Tax Compliance Act)

Reserves – what to do, whether you’ve got lots, or none!

Managing Restricted Funds  & how to tidy up outdated ones.

Managing Risks

Guidance on accounting/financial issues when parishes merge

An overview to the legal framework for parishes

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Links

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