Simple Format Financial Reporting – Cash (Tier 4) – Online Workshop

2nd and 9th JUNE 2015
starting at 7:00pm

On 2nd June and 9th June I will be hosting an online workshop solely focused on completing Tier 4 financial accounts as will be required to be included in the Annual Return to Charities Services. If these dates and times are not convenient, let me know and we will see what we can do about other times and dates. I will arrange for workshops on Tier 3 also but there will be more information on these in a separate flyer.

So check your reported total operating payments in your profit and loss account or statement of receipts and payments and if, in each of the last two financial years, your annual operating payments are lower than $125,000, then you should register for this workshop as you can elect to use Tier 4 financial reporting standards.

We will work through a real world example using a real Methodist Parish taking the accounting information from an accounting system to the finished accounts ready to be presented to Parish Council, complete the annual statistic forms and file to Charities Services.

I would ask you to register for this workshop as I need to send you a hard copy of the handouts we will be using. This will allow you to follow what I do during the workshop. I will also send you a CD-ROM which will have a number of resources to help you better understand the standards as well as an Excel template spreadsheet ready to go, some of which will be completed.

To register, please e-mail peterv@methodist.org.nz with your name, email address and postal address. Please register by 5:00pm on 26 May 2015. This will allow time to send you the information and CD-ROM in the mail.

What you will need for this online workshop is a computer which is connected to the internet. The computer should either be a laptop or a desktop computer, you can use a tablet (like an iPad) but it will not be ideal. If you have a microphone and/or webcam you can use them during the workshop, but for the audio (speaking part of the workshop) we have found it better to use a phone so that is what we will be using. We will provide logon details and phone numbers before the time of the workshop.

Peter van Hout