The financial governance and general principles of the Diocese are outlined in Statute 6 The Finance Statute. This includes the mechanism for calculating Assessments. If you have any questions please contact the Registrar-Manager.
Reporting to the Diocese
Each year the treasurer must prepare parish accounts including a statement of financial performance and a statement of financial position. Advice on the format of these can be obtained from the Diocesan Office. These reports should be submitted to parishioners at the parish annual general meeting usually held in March or April. They should then be forwarded to the Registrar-Manager.
If a parish has been in overdraft by $2000 (or another amount that may be fixed by Standing Committee from time to time) for three months, the treasurer must advise the Registrar-Manager within seven days of the vestry meeting when this was reported. Subsequent reports will be required until the overdraft returns to below the $2000 threshold. This includes overdrafts within the Parish Sweep Account.
For more detail please see Statute 15 The Parishes Statute.
The Diocese offers ministry units a multi level Parish Accounting service through Trust Management Ltd in Auckland; their contact details can be found here.
Please find below Parish Accounting forms.
- Bank Reconciliation for Imprest Account
- Banking Form Daily - Opportunity Shop
- Banking Form - Monthly
- Banking Form - Weekly
- Budget Forms - Accredo Codes
- Expense Claim Form
- Journal Form
- Payments Form - Direct Debits
- Payments Form
Income and expenditure
In order to protect individuals including clergy, it is strongly recommended that all gratuity income, for example from funerals and weddings, be paid to the treasurer and shown as church income.
Please contact the Diocesan Office if you need advice on accounting for trading or donation income.
The standard expense claim form as listed in the Parish Accounting Forms section of this page should be used for any type of expense claim.
Any person making a travel claim, whether regular or casual, should include details of the travel distance and purpose of the trip or trips. The reimbursement rate covers all costs of car use, including petrol. No separate payment should be made for petrol costs.
The Inter Church Bureau (previously the Inter Church Working Party on Taxation) has reviewed the motor vehicle reimbursing rates based upon the 2016 AA review of costs for petrol fuelled cars. They note that there is an overall nominal decrease in running costs of 2.3% compared to 2015 costs. The 2016/2017 motor vehicle reimbursing rates therefore reflect a small decrease. Their latest guidelines can be found here: Motor Vehicle Reimbursement Rates. In essence, the flat rate of 36c applies unless the person claiming provides the estimates as outlined in the "How to use these rates" section of the guideline, in which case the other options may apply.
Carpooling: If several members of a Licensed Ministry Team attend seminars, archdeaconry meetings, etc. it should be the policy of the Team that carpooling is a necessity to prevent paying several travel claims. All members should be paid the same mileage rate unless decided by the Vestry. The recommended rate is the Diocesan Mileage Rate of 36 cents per kilometre.
Standing Committee is responsible for insuring all property occupied by a parish and the Registrar-Manager arranges for a revaluation of buildings every three years in order to ensure that insurance levels are appropriate. The insurance scheme is run on a cooperative basis through the Anglican Insurance Board (AIB). For more information please follow this link: Insurance.
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