MUST HAVE REFERENCE GUIDE

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CHURCH ACCOUNTING PACKAGE

Freebies

You will find a lot of these downloads scattered among my site. For your convenience, I have put all of them on one page. I also add free offers I come across on other sites that I think may be helpful...

Accounting Software

My first choice for church accounting software continues to be Alpos. It is the most user-friendly software I have found so far for churches and nonprofits with limited accounting skills.

However, realizing that some churches prefer desktop accounting software, read about a very special offer from Intuit and Techsoup...Nonprofit QuickBooks® Offer

Microsoft Windows 10 Free Upgrade

Microsoft has confirmed that its Windows 10 will be available on July 29th. They have also confirmed that Window users with Windows 7 and 8.1 will be able to upgrade to the new Windows free ...for a limited time!

You can reserve your free Windows 10 upgrade by following a few simple steps found on this page: Upgrade to Windows 10 Free

Microsoft Office 365

Microsoft is donating its Office 365 to eligible nonprofits.

Office 365 includes anywhere access to the Office tools you know and love such as Word, Excel, PowerPoint, and OneNote plus professional email, web conferencing, file sharing, and more.

To see if your nonprofit organization may qualify for this free service, see this page: Microsoft Corporation Citizenship

The number one qualification is having obtained recognized charitable status in your respective country. In the US that would mean you had applied for and obtained recognition of tax exempt status from the IRS.

Eligible organizations must also operate on a not-for-profit basis and have a mission to benefit the local community such as providing relief to the poor. See the above link for more examples.

If you think you qualify,

• go to the Office 365 for Nonprofits page
  
• click the "Get started toward a donation with a FREE trial" link
• click the Office 365 Enterprise E3 for Nonprofits FREE trial green button
• set up your account

You should get an email from MS before your 30 day trial ends that will confirm or deny your organization's eligibility. If you do not receive that email, you can contact their customer support.

Payroll Forms

If you have employees, you need to have a completed W-4 form for each employee on file.

IRS Form W-4

For every non employee that you paid more than $600 in a year, you should have a completed W-9 on file.

IRS Form W-9

You can NOT download a usable 1099-MISC to send to those non employees, but here is a sample of this form and the number to call to get your 1099s and 1098s.

Example of a 1099-MISC

The same thing goes for the W-2s you will need for your employees.

Example of a W-2

For the fun part of sending those employee's payroll taxes in, here is an Employer's Quarterly Report:

IRS Form 941

Share Some Free and Low Cost Resources You Use for Your Church and Nonprofit!

Times are tough! I have had to reduce and redo our church budget half a dozen times, so I am constantly looking for free and low cost resources for our church.

Do you have a free or low cost resource you use for your church or nonprofit? Could you take a moment to share it with us?

If you want to DIY your payroll, I highly recommend you look at using Gusto! It is very user friendly and their support is awesome! Plus they know how to set up and maintain payrolls for churches and nonprofit organizations.

Note: I am a "partner" of Gusto, but as I have told you before ... I never recommend anything that we or our clients have not tried and love =)