ACA Training Day Sandra Boguslawski ACA Bookkeeper & - PowerPoint PPT Presentation

May 06, 2023 •160 likes •249 views

ACA Training Day Sandra Boguslawski ACA Bookkeeper & Administrative Assistant for You Important Points to Remember Parishes did a great job for 2018 in double-checking reports! Deposit = $ of Payments on Report = Parish Check

ACA Training Day Sandra Boguslawski ACA Bookkeeper & Administrative Assistant
for You
Important Points to Remember ▪ Parishes did a great job for 2018 in double-checking reports! ▪ Deposit = $ of Payments on Report = Parish Check ▪ Once the 2018 ACA books are closed, any payments will move forward to the 2019 ACA. ▪ The parish gives tax receipts for all special collections – except the Annual Catholic Appeal. ▪ I am happy to give you a current total for your ACA – just call or email ▪ Feel free to call and ask me questions any time!
Important Points to Remember ▪ If your parish accepts credit card payments, we highly recommend not accepting ACA payments through your own platform. Instead, please provide a link to the diocese donation page on your web page. ▪ ACA reports are available online ▪ ACA materials are available online ▪ Please forward ACA donations in a timely manner – credit/debit donations are extremely important to process before December 31 st .
About those tax receipts… ▪ You must provide a tax receipt for any amount over $250. ▪ Letters should be sent by January 31 st – donors are required to have documentation at the time of filing taxes. ▪ The Diocese chooses to send a thank you / tax receipt to every person who makes a donation to the ACA – regardless of amount. ▪ In order to send accurate tax receipts, we must have all donations forwarded to us as soon as possible. ▪ December 31 st is a Monday this year. ▪ Don’t forget to check postmarks! ▪ Fiscal Year vs. Calendar Year – please see handout.
Break-Out Sessions 2.0 ▪ We will be breaking out again into groups ▪ Bookkeepers/Secretaries who have attended this training once or twice – Sandra will review the proper procedures for filling out the ACA Reports. (Anyone else is also welcome to join!) ▪ Everyone else – please work with Alma to collect your ACA materials. Feel free to complete evaluations.
Sandra Boguslawski sandra.boguslawski@yakimadiocese.net 509-367-5301 Questions?

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