What's New

Fall Bookkeeper Round Table Workshop for Parish/School Bookkeepers

posted Jul 12, 2017, 8:14 AM by Parish Assistance   [ updated Sep 21, 2017, 1:28 PM ]

Registration is now open for our Fall Round Table - Thursday, October 12th, 2017 ~ 9 am - 12 pm ~ Pastoral Center

We will be discussing many topics including:  Maintaining our Church's Property Tax Exemption, Collaboration and partnership with other Ministry groups, Accounting procedures on fundraising, Other-Phishing, scams, 1099's/W-9's, and much more!

Please click on the link below to register:

2017 Fiscal Year-End Checklist

posted Jun 6, 2017, 2:56 PM by Parish Assistance

Year -end checklist for parishes and schools.  Year-end reports are due August 18, 2017.

If you have questions, please do not hesitate to contact a representative from Parish Assistance (909) 475-5490.

Thank you for all your hard work!

Fiscal Year End Workshop Registration - June 6, 2017

posted May 10, 2017, 8:41 AM by Parish Assistance

The end of the fiscal year is fast approaching.  Please save the date to attend the most important workshop of the year for our fiscal managers!  Click on the link below to register 

Register for Finance Council Workshop - May 31, 2017 - Pastoral Center

posted May 2, 2017, 10:47 AM by Parish Assistance

Please join us for our Finance Council Workshop - May 31, 2017 to be held at the Diocesan Pastoral Center 
1201 E Highland Ave, San Bernardino, CA  92404  (no charge for workshop)

We will be discussing: 
Roles and Responsibilities of the members
Financial policies
The importance of Budgeting
Evaluating Financial Reports

Simply click on the link below to register:



2017 - 18 Budget Planning Aids available

posted Mar 31, 2017, 8:17 AM by Parish Assistance

The 2017-18 Budget Planning Aids were emailed to Pastors/Administrators/Principals/Bookkeepers on 3/30/17.  Please refer to this information when formulating your budget.  Attached are the forms that were sent with the exception of clergy/religious order salary scales.  If you need this information, please contact Parish Assistance at (909) 475-5490.  Happy Budgeting!

New Sales & Use Tax Rates Effective April 1, 2017

posted Mar 23, 2017, 10:24 AM by Parish Assistance

Sales and Use tax is going up to 8.75% for the following cities/towns (effective 4-1-17)

City of Hemet
City of Indio
City of La Quinta
City of Menifee
City of Riverside
City of Temecula
Town of Yucca Valley

Please adjust your records accordingly.  Call Parish Assistance if you have questions.  909-475-5470

2017 Workshop Calendar

posted Mar 21, 2017, 4:04 PM by Parish Assistance   [ updated Mar 27, 2017, 10:11 AM ]

Save the Dates! - Attached is our 2017 Workshop Calendar.  To register for the workshops, click on the Workshop tab  above and follow the instructions. 

Sales Tax changes effective 1-1-17

posted Jan 3, 2017, 2:07 PM by Parish Assistance

Happy New Year!   Please make note of the following changes to the sales tax rate for Riverside and San Bernardino Counties effective January 1, 2017.  The tax rate has been lowered to 7.75%  with the exception of the following cities:
Montclair - 8.0%
City of San Bernardino  - 8.0%
Cathedral City - 8.75%
Coachella - 8.75%
City of Palm Springs - 8.75%

Call Parish Assistance if you have any questions.  (909) 475-5490

1099 & W2G Reporting for Calendar Year 2016

posted Dec 13, 2016, 8:36 AM by Parish Assistance

Please email your completed template(s) to temp-pa@sbdiocese.org no later than January 18, 2017!  The templates and instructions have been emailed and are also available under the Federal & State Regulations Tab.  Call (909) 475-5490 with questions. 

Christmas Bonus & Gifts to Employees

posted Nov 29, 2016, 8:16 AM by Parish Assistance

Attention! Important information regarding Christmas bonuses.  Please note that if your Pastor/Principal gives you cash, gift certificate or scrip, the value of the gift is considered taxable wages.  Procedures on how to process through the diocesan payroll office are attached.  If you have questions, please call (909) 475-5490.  

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