To support parishes in maintaining accurate and compliant financial records, the Diocese of St. Petersburg provides a comprehensive collection of financial forms, instructions, and worksheets. These resources are designed to streamline financial reporting, budgeting, payroll processing, and other essential accounting tasks. Each form is accompanied by clear instructions to ensure proper completion and submission, helping parishes meet diocesan and regulatory requirements with confidence.

1099 NEC Filing Instructions

2024 – 1099 and W2 Instructions & Guidelines

Budget Guidance FY 25-26

Chart of Accounts Mapping Grid

Counting Policy

Endowment Accounting Instructions

ERTC Recording Codes for Revenue and Expense

Financial Policies and Guidelines – Coming Soon

General Ledger Account Descriptions

Procedures for Managing Approved Capital Campaign Funds

Total Cost for a Full-Time Employee Worksheet

Total Cost for a Part-Time Employee Worksheet