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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 (2026) 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 Accounting Policies & Notes to the Accounts 2026

Standard Form of Accounts (2026)
Receipts & Payments

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

Church Forms

Church Standard Form of Accounts 2026 (Normal) (Excel) Church Standard Form of Accounts 2026 (Normal) (pdf) Guidance notes for Churches Receipts & Payments (normal) 2026 Church Standard Form of Accounts 2026 (Short) (Excel) Church Standard Form of Accounts 2026 (short) (pdf) Notes for Standard Form of Accounts 2026 (short form)

Circuit Forms

Circuit Standard Form of Accounts 2026 (Normal) (Excel) Circuit Standard Form of Accounts 2026 (Normal) (pdf) Guidance notes for Circuits Receipts & Payments 2026 Accounting for costs of manses & ministers 2026 Summary of Cash & Investments (Excel) 2026 Summary of Cash & Investments (pdf) 2026

District Forms

District Standard Form of Accounts (Normal) (Excel) 2026 District Standard Form of Accounts (Normal) (pdf) 2026 Guidance notes for Districts Receipts & Payments 2026 Exemplar District Balance Sheet Template 2026

Standard Form of Accounts (2026)
Accruals Based Accounts

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 (2026) (Excel) Notes to complete Church Accounts (Accruals) Church Declarations and Scrutiny 2026 Exemplar Church Accounts (Accruals) 2026

Circuit Forms

Circuit Template Accruals Accounts (2026) (Excel) Circuit Declarations and Scrutiny 2026 Notes to complete Circuit Forms for Accruals (pdf) Exemplar Circuit Accounts 2026 Suggested Framework for a Circuit Annual Report Summary of Cash & Investments (Excel) 2026 Summary of Cash & Investments (pdf) 2026 Accounting for the cost of manse & ministers 2026

District Forms

District Template Accruals Accounts (2026) (Excel) Notes to complete District Accounts (Accruals) District Declarations and Scrutiny 2026 Pointers to District Treasurers on completing the templates District Advance Fund Report 2026 Exemplar District Trustees Annual Report 2026 Exemplar District Balance Sheet 2026 Exemplar District SFA Template 2026 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