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To: Pastors, principals, administrators, business managers and bookkeepers
From: Michael Warren, Director of Financial Services; Patrick Warner, Parish Accounting Manager; Office of Finance
Below is a reminder of the important dates concerning the 2019-2020 fiscal year-end.
August 31, 2020 – Close fiscal year 2019-2020.
Non-ParishSOFT Accounting users, please submit your June 30, 2020 financial reports to the Office of Finance by this date.
September 30, 2020 – Submit the Certification Letter for fiscal year 2019-2020 to the Office of Finance. Revised certification letter templates are posted on the Office of Finance webpage under Policies, Procedures & Best Practices.
October 31, 2020 – Submit a copy of the annual report, published for parishioners or school parents, to the archdiocesan Office of Finance.
Please download this PDF for more year-end reminders and detailed instructions for closing the fiscal year in ParishSOFT Accounting.