Finance Resources

Finance Resources2019-01-22T22:25:16+00:00

On this page: Documents for Parishes, Documents for Schools, Documents for Parishes & Schools, and Documents related to Audits

Documents for Parish Use

Title English Spanish
2019 Internal Control Questionnaire – Excel (due 4/30/19)
2019 Internal Control Questionnaire — PDF (due 4/30/19)
Accounting & Finance Comm Application
Accounting & Internal Control Procedures Manual
Chart of Accounts (for Child Development Centers)
Chart of Accounts (for Parish)
Columbarium Documents
DOC IOITime Employee
DOC IOITime Supervisor
Items to be Included in Quarterly Reports
Items to be included on Quarterly Reports – Excel
Parish Finance Council Handbook
Payment Remittance Advice – Excel
Payment Remittance Advice – PDF
Payment Remittance Advice for Second Collections – Excel
Payment Remittance Advice for Second Collections – PDF
Sample Finance Council Letter – PDF
Sample Finance Council Letter – Word Doc
Schedule of Second Collections 2018
Schedule of Second Collections 2019

Documents for Catholic School Use

Title English Spanish
2019 Internal Control Questionnaire – Excel (due 4/30/19)
2019 Internal Control Questionnaire — PDF (due 4/30/19)
Affiliated School Organization Reporting – Excel
Affiliated School Organization Reporting – PDF
Chart of Accounts
Items to be included on Quarterly Reports – Excel
Items to be included on Quarterly Reports – PDF
Outstanding Tuition Report

Documents for Parishes and Schools

Title English Spanish
2019 Internal Control Questionnaire – Excel (due 4/30/19)
2019 Internal Control Questionnaire — PDF (due 4/30/19)
Best Practices Administration of Collections
Building Report Guide
Catholic Mutual Group Building Report
Exhibits – Excel
Exhibits – PDF
First Citizens Bank Services Overview for Parishes of The Catholic Diocese of Charleston
How to Create a Portable File in Quickbooks
Parish Auditor Checklist
Quickbooks Screen Examples
Request for Replacement Check Form
SCBT Bank Locations
SCBT Fee Structure
Step-by-Step Guide to back up PDS file
Stock Procedures
Tamper Evident Bag Tracking Form – Excel
Tamper Evident Bag Tracking Form – PDF
Work for Hire Agreement

Audits

Title English Spanish
2008 Issued Audit, Chancery of the Diocese of Charleston
2009 Issued Audit, Chancery of the Diocese of Charleston
2010 Issued Audit, Chancery of the Diocese of Charleston
2011 Issued Audit, Chancery of the Diocese of Charleston
2012 Issued Audit, Chancery of the Diocese of Charleston
2013 Issued Audit, Chancery of the Diocese of Charleston
2014 Issued Audit, Chancery of the Diocese of Charleston
2015 Issued Audit, Chancery of the Diocese of Charleston
2016 Issued Audit, Chancery of the Diocese of Charleston
2017 Issued Audit, Chancery of the Diocese of Charleston
2018 Issued Audit, Chancery of the Diocese of Charleston