Church Auditing

The Texas Conference Auditing team examines a congregation’s financial records, internal controls and compliance with policies to ensure proper stewardship, accuracy and transparency. They independently verify treasurer reports, check for fraud and confirm that donations are used as designated, often providing annual reports to church leadership and members. 

Our work is threefold…

  • Perform financial reviews for our churches and schools (except academies)
  • Support treasurers having financial, software or procedural questions
  • Provide training to our treasurers

In compliance with organizational policy, each church is to be audited. The Church Treasurer will receive a letter or phone call from the Texas Conference Auditing Department to schedule the review at any given time during the year. Download the file below for a list of documents needed for the review.

EnglishEspañol
Documents needed for the financial reviewDocumentos necesarios para la revisión financiera
Basic records retention schedule for churches and schoolsCalendario básico para la conservación de registros de iglesias y escuelas

EnglishEspañol
Church treasurer training  (2023)Capacitación para tesorero de la iglesia (2023)
Church treasurer resources (2023)Recursos del tesorero de la iglesia (2023)
Treasurer’s month-end closing tasksTesorería – tareas para el cierre de mes
Church budget templateModelo de presupuesto de iglesia
Deposit count sheet and validation formHoja de conteo y reporte de validación
Reimbursement request formForma para solicitar reembolsos
Bank Statement to Reconciliation Report ComparisonComparación de Estado de Cuenta Bancario a Informe de Conciliación
Basic Records Retention Schedule for Churches and SchoolsCalendario Basico de Retencion de Registros para Iglesias y Escuelas
Employee miscellaneous income reporting formForma para reportar ingresos misceláneos del empleado
Computer subsidy procedures and formSolicitud de subsidio para compra de computadora
ACH authorization formAutorización para retiro electrónico – ACH
Applying for your church federal Tax IdCómo aplicar para el Tax ID
Donation letter – SAMPLEHoja de donación – EJEMPLO
Donations not acceptedDonaciones que no se aceptan
Material donations or labor?Donaciones de material o tiempo de servicio
Documents needed for the Financial ReviewDocumentos necesarios para la Revisión Financiera
2023 IRS Form W9
10991099
Deposit count sheet and validation formHoja de Recuento de depósitos y Formulario de validación
Disbursement of funds to guest speakers | International Guests and Local PastorsDesembolso de fondos a oradores invitados | Invitados Internacionales y Pastores Locales
Jewel 9.0Jewel 9.0
Check request form

The following videos are designed to answer some of your most pressing questions.

EnglishEspañol
How to enroll your church in AdventistGivingComo inscribir su iglesia en AdventistGiving