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Finance Forms and Templates

Finance templates, accounting forms, policies and supporting guidance

Keeping the Books

Templates and resources to assist in tracking income and expenditure. Click here for further guidance.

Budgets & Reserves

Schedule of Connexional Allowances Taxation Directory 2025 Budget template Reserves Policy Template Reserves Policy Guidelines

Income

Offerings Journal Template Envelope System & Collection Record Book Collection Envelopes

Expenditure

Travel policy & Expenses Claim Form Cash Receipts form template Cash Analysis template

Annual Accounts

Templates and guidance notes for preparing the annual accounts. Click here for further guidance.

Calculating gross income Accounting for manses and ministers Accounting for Fixed Assets Accounting for Disposals & Redundant properties Treatment of chapels (land & buildings) in Accounts
Template letter of engagement for independent examiner Internal Organisations' Report Form Guidance on reporting Internal Organisations Template letter for MC Related Party Transactions Exemplar MC Related Transaction Letter
Guidance on completing an Annual Return Exemplar of Basis of Accounting & Notes to the Accounts

Standard Form of Accounts (2025)
Receipts & Payments

Templates and guidance for completing the Standard Form of Accounts. Click here for further guidance.

Church Forms

Church Standard Form of Accounts 2025 (Normal) (Excel) Church Standard Form of Accounts 2025 (Normal) (pdf) Guidance notes for Churches Receipts & Payments (normal) Church Standard Form of Accounts 2025 (Short) (Excel) Church Standard Form of Accounts 2025 (short) (pdf) Notes for Standard Form of Accounts 2025 (short form)

Circuit Forms

Circuit Standard Form of Accounts 2025 (Normal) (Excel) Circuit Standard Form of Accounts 2025 (Normal) (pdf) Guidance notes for Circuits Receipts & Payments Accounting for costs of manses & ministers Summary of Cash & Investments (Excel) Summary of Cash & Investments (pdf)

District Forms

District Standard Form of Accounts (Normal) (Excel) District Standard Form of Accounts (Normal) (pdf) Guidance notes for Districts Receipts & Payments Exemplar District Balance Sheet Template

Standard Form of Accounts (2025)
Accruals Based Accounts (2025)

This should be used for those churches, circuits or districts whose gross annual income is greater than £250k. Click here for further information.

Church Forms

Church Template Accruals Accounts (FRS102_2025) (Excel) Notes to complete Church Accounts (Accruals) Church Declarations and Scrutiny 2025 Exemplar Church Accounts (Accruals)

Circuit Forms

Circuit Template Accruals Accounts (FRS102_2025) (Excel) Circuit Declarations and Scrutiny 2025 Notes to complete Circuit Forms for Accruals (pdf) Exemplar Circuit Accounts Suggested Framework for a Circuit Annual Report Summary of Cash & Investments (Excel) Summary of Cash & Investments (pdf) Accounting for the cost of manse & ministers

District Forms

District Template Accruals Accounts (FRS102_2025) (Excel) Notes to complete District Accounts (Accruals) District Declarations and Scrutiny 2025 Pointers to District Treasurers on completing the templates District Advance Fund Report Exemplar District Trustees Annual Report Exemplar District Balance Sheet Exemplar District SFA Template Exemplar Accounting Policies & Notes to the Accounts

Gift Aid

Templates and guidance to assist with gift aid. Click here for further guidance.

Gift Aid Declaration form Sponsor & Gift Aid Declaration Form
Gift Aid & GASDS Guidance Notes 2025
Gift Aid Collection envelopes

Related guidance

Useful guidance and checklists for managing trustees.

Managing Trustee

Managing Trustee Annual Checklist (word) Managing Trustee Annual Checklist (pdf) Annual Data Protection Checklist Online Suite including Statistics for Mission & Annual Returns

Property Forms

Property checklists and forms Closed Church Buildings Checklist (word) Closed Church Buildings Checklist (pdf) Criteria for Replacement Projects under SO 973 (Sept 25)

Handbooks

Treasurer's Handbook Circuit Steward's Handbook Archivist Handbook Property Steward's Handbook