Links & Finance Forms

Below is a list of links and forms that are available from the Finance office. If you are looking for other Employment or Benefit forms, visit our Human Resources Office site. If you are looking for Sacramental or Administrative forms, visit our Diocesan Forms and Policies site.

Website References

Sales Use Tax/Use Tax Site

Parishsoft Website

USCCB Tax Exemption
* When having to document the 501(c)(3) status of a parish or Church entity to a financial institution and/or a granting foundation, please contact the Office of the Bishop or the Diocesan Finance Office for direction.

Tax & Employment Forms

Employer Tax Forms from IRS

Sale Use Tax ~ not available ~

W-9 Form

Back of W-2 Form

Annual Report Forms

Annual Report Form – Census Electronic PDF

Annual Report Form – Census Google Form

Annual Report Letter to Bishop

Non profit Corporation Annual Meeting Minutes

Annual Report Internal Control Check List

Resolutions from the Office of the Bishop

EIN Update Request for Name Change Letter – Fillable Form

Resolution Authorized Agent – Lay Person Fillable Form

Resolution Authorized Agent – Lay Person SAMPLE July 2016

Resolution Authorized Agent – Pastor Fillable Form

Resolution Authorized Agent – Pastor SAMPLE Form July 2016

Record Retention Forms

Retention Document

Deposit and Loan Forms and Foundation

Withdrawal Form

Authorized Signers Form ~ not available ~

Foundation Withdrawal Request

Exel Documents

2018 Priest Mileage Workbook