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
2022 Internal Control Questionnaire (Excel)
2022 Internal Control Questionnaire (PDF)
Accounting & Finance Comm Application
Accounting & Internal Control Procedures Manual
Affiliated Parish Organization Reporting
Best Practices Administration of Collections
Chart of Accounts (for Child Development Centers)
Chart of Accounts (for Parish)
DOC IOITime Employee
DOC IOITime Supervisor
E-billing Enhancement Instructions
Employee Timesheet FY22
Employee Timesheet FY23
Group Ruling – 501(c)3 Income Tax Exemption 22-23
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
Quarterly Financial Report Package Checklist
Sample Finance Council Letter – PDF
Sample Finance Council Letter – Word Doc
Schedule of Second Collections 2022
Schedule of Second Collections 2023

Documents for Catholic School Use

Title English Spanish
2022 Internal Control Questionnaire (PDF)
Affiliated School Organization Reporting – Excel
Affiliated School Organization Reporting – PDF
Chart of Accounts 2021 – Schools
E-billing Enhancement Instructions
Employee Timesheet FY22
Employee Timesheet FY23
Group Ruling – 501(c)3 Income Tax Exemption 22-23
Outstanding Tuition Report
Quarterly Financial Report Package Checklist

Documents for Parishes and Schools

Title English Spanish
2021 Stock and Mutual Fund Donation Procedures
2022 Internal Control Questionnaire (Excel)
Best Practices Administration of Collections
Catholic Mutual Group Building Report
E-billing Enhancement Instructions
Employee Timesheet FY22
Employee Timesheet FY23
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
Paycheck Protection Plan (PPP) Loan Q&A
Quickbooks Screen Examples
Request for Replacement Check Form
SCBT Bank Locations
SCBT Fee Structure
Step-by-Step Guide to back up PDS file
Stock & Mutual Fund Donation
Tamper Evident Bag Tracking Form – Excel
Tamper Evident Bag Tracking Form – PDF

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
2019 Issued Audit, Chancery of the Diocese of Charleston
2020 Issued Audit, Chancery of the Diocese of Charleston
2021 Issued Audit, Chancery of the Diocese of Charleston
2022 Issued Audit, Chancery of the Diocese of Charleston