Congregational Bookkeeping Unit
The Uniting Church SA Financial Services Team are aware that many congregations face challenges with their bookkeeping and financial reporting obligations. With the increasing requirements in a complex world of financial and taxation reporting and the demands of our modern society it can be difficult to find the right solution.
Whatever the situation in your congregation, our team is able to help you with either short term or long term assistance. Information is included on this site which may be of assistance to treasurers. If you are not able to find the answer to your questions, please give one of the CBU team a call.
Please note that during the end of financial year period (December to March) the CBU is unable to undertake MYOB installations and training or consultancy as resources are fully utilised in preparing financial statements for all CBU clients. Enquires are still welcomed and CBU will endeavour to accommodate requests as soon as possible.
Please find below some information about the forthcoming 2017 workshops for Treasurers. Workshops will run from 1pm to 4:30pm and be held at Level 2, 212 Pirie Street, unless otherwise indicated.
Bookings are essential and spaces are limited. Dates are subject to change. Invitations will be sent closer to each event.
- MYOB: Indvidual MYOB training may be available by appointment, but will attract a fee.
- Finance Administration: Thursday 11 May 2017 Venue: Vanier Room, Uniting College 34 Lipsett Tce, Brooklyn Park
CBU Treasurer's Workshop Invite May 2017 (166 kb PDF)
- GST and BAS: Thursday 24 August 2017
- Financial Reporting and Budgeting: Thursday 16 November 2017
The CBU team would like to hear of any other topics you are interested in. Please email firstname.lastname@example.org with your suggestions.
Simplified Audits of small congregations (176 kb PDF)
Supplementary Audit Checklist for Small Congregations (118 kb PDF)
FAQ - Cash Handling - Petty Cash (141 kb PDF)
GST Manual (1.5 mb PDF)
GST - Completing Your Activity Statement (1.1 mb PDF)
MYOB Instruction Manual for Treasurers (3.7 mb PDF)
MYOB application form 2016 (99 kb PDF)
FAQ - MYOB - How to update MYOB tax tables (225 kb PDF)
Pass the Baton documents
Pass the Baton - Instruction Page (41 kb PDF)
Pass the Baton - ATO contacts (6 kb PDF)
Pass the Baton - Direct Entries (6 kb PDF)
Pass the Baton - Employee List (6 kb PDF)
Pass the Baton - Non Profit Sub Entities (6 kb PDF)
Other Useful Information
Basic Introduction for Treasurers (198 kb PDF)
Congregational Bookkeeping Unit Brochure (181 kb PDF)