End of Year Checklist for Church Treasurers and Bookkeepers

The End of Year Checklist for Church Treasurers and Bookkeepers and a blank checklist also are all available free to download and print for your Church Administrative Office...


Most church leaders do not look forward to December of every year which is like a whirlwind due to the long checklist of things to do!

It's the season when Pastors are planning extra holiday services, church staff members decorating the sanctuary for Christmas with all the pretty lights, etc. So when the end of the calendar year rolls around it is very easy to forget about the very important end of the year responsibilities. This is why churches need to always have an End of the year checklist available to ensure these responsibilities have been accomplished!



You can download and print the checklist below for Church Treasurers and Bookkeepers for the end of the year to help ensure they don't forget a one of these To-Dos listed on the checklist.

The checklist below for Church Treasurers and Bookkeepers for the end of the year includes:

  • Checklist Title - End-of-the-Year Checklist for Church Treasurers and Bookkeepers
  • End-of-the-Year tax and Administrative Responsibilities. It’s that time of the year! (Check the box when completed.)
  • Housing Allowance – The board or congregation designate a housing allowance for [Current Year] for ministers who own or rent their home (and for ministers who live in a parsonage and who pay some of their housing expenses).
  • W-4s – To ensure accurate tax withholding, REMIND all your employees that they should review their W-4 form and submit a new form if there have been any changes due to marriage, divorce or dependents (child turned 21, birth adoption, etc.) since previous year.
  • Written Notice to Donors – Donors should be notified either in the church bulletin, newsletter and/or in a letter from the church not to file their federal income tax return before they receive their contribution letter/statement from the church. Currently, donors will not be able to deduct individual contributions of $250 or more if they file a tax return before receiving a contribution letter/statement from their church.
  •  Christmas Gifts - See checklist below.
  •  End of the Year Contribution Rules - See checklist below.
  •  End of the Year Business  - See checklist below.
  •  See form below for the rest of the items listed on the checklist.

There is also a blank checklist to download below for you to manually enter your end of the year priorities if you prefer.

Click on the link(s) to download the checklist for the end of the year for Church Treasurers and Bookkeepers below:

End of Year Checklist for Church Treasurers and Bookkeepers

End of Year Checklist for Church Treasurers and Bookkeepers (Blank)


If you need to modify this form, try the site: Free PDF Services. You can convert this Adobe file into a Word document free of charge and make the necessary changes.

Note: You will need Adobe Reader (the latest version is recommended) installed on your computer in order to save or open these forms.

You can get Adobe Reader free here (a new window will open so you can download it without leaving this page).

If you want to open the file in your browser window, just click on one of the links above. However, if you want to download the file to view later, then right-click on the link and choose "Save Target As" or "Save File As". Then select where you want to save the file on your hard drive.


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