Year-End Resources

Our team has consolidated a number of resources (including articles, videos, and documentation) to help you prepare for Year-End.  If you are processing W2s, 1099s, contribution statements, creating another financial year, entering budgets, and so forth, please take a moment to review.

 

Managing Giving Statements

In Ministry Brands Church Management Software (ChMS)

  1. ChMS Giving Statements

In Shelby Arena

  1. Printing Statements 
  2. Emailing Statements 

 

Advance Your Knowledge Webinars 

  1. Change is Coming: New IRS Rules for Filing W2s and 1099s - Watch Recording
  2. Important Year-End Information - eFiling (W2s and 1099s) - Watch Recording
  3. Key Things to Remember About Year-End Procedures – Watch Recording 
  4. Processing CN Statements – Watch Recording 

     

By clicking the links below, you will be directed to the End-of-Year resources we have available, organized by Module. 

 

Accounts Payable 

  1. 1099 Forms 
  2. 1099 IRS Website 

 

General Ledger 

  1. Creating Next Year’s Budgets 
  2. Year-End Closing 

 

Payroll 

  1. W2 Forms 
  2. How to Correct W-2 Totals 
  3. How to e-File 
  4. Process Bonus Checks  
  5. Payroll Non-Cash Compensation for Employees 
  6. Non-Cash Compensation used for Employer-Paid Health Care Value 
  7. Resetting Time Off 
  8. ACA Reports

 

Year-End Check Lists

  1. Year-End Checklist 

 

Year-End Tax Forms

  1. Nelco – Our Year-End Forms Provider - Get your blank tax forms from Nelco, not pre-printed tax forms. Visit Nelco Solutions or call 800-266-4669.

 

Government Resources

  1. irs.gov 
  2. 1099 IRS Website 

 

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