Parish Accounting

Xero process manual

A working “how to” guide for parishes, outlining general financial processes in Xero (including how to reconcile the bank accounts)

• Xero process manual

Preparing donation tax receipts

A step by step guide on how to prepare donation tax receipts, as well as a mail merge template for those choosing to prepare receipts via mail merge.

• Donation tax receipts guide
• Mail merge template
• Webinar recording – Preparing donation tax receipts

Contact for a copy of the Diocese of Auckland donation tax receipt template.

Honoraria, koha and payment to volunteers

The IRD has clear guidance in respect of honoraria, koha and payment to volunteers. This affects the tax treatment of payments made to volunteers such as parishioners or retired priests.

• Honoraria and payments to volunteers, cleaners and gardeners