About the Year-End Guide

The year-end guide contains step-by-step guidelines to help you complete year-end quickly and efficiently.

You may want to read about Preparing for Year-End and Backing Up Your Financial Data. Or, select a topic from the list of common year-end tasks or the table of contents.

Upcoming Webinars - FREE

Tuesday, December 10 at 11 AM: ACS Financials Webinar | Year-End Closing - Join us as we review the year-end closing process in ACS Financial Suite. Our expert will cover essential reports, effective search techniques, and key steps to ensure a smooth year-end closing for your church. This session is tailored for both seasoned users and newcomers. Register Here

Tuesday, December 17 at 11 AM: Ask the Experts Webinar | W-2 and 1099 Changes with Nelco Solutions - Join us for a live webinar with Nelco Solutions, our trusted partner in tax forms and filings. With the IRS e-filing requirements affecting a larger segment of employers, Nelco will share critical updates on these changes, detailing how they may impact your organization and the risks of non-compliance. Register Here

Thursday, December 19 at 11 AM: ACS Contributions | Year End Statements - Join us for a live webinar as we learn how to prepare contribution statements after year-end. You'll learn how to create statements from scratch, or use a saved version from the past and modify it for the new year's statement. We'll also cover how to run a statement for one person as needed. Register Here

Tuesday, January 7 at 2 PM: Ask the Experts Webinar | ACS Financials Year-End Closing - Join us as we review the year-end closing process in ACS Financial Suite. We'll cover essential reports, effective search techniques, and key steps to ensure a smooth year-end closing. This session is tailored for both seasoned users and newcomers. Register Here

Recorded Webinars

Ask the Experts Webinar | W-2 and 1099 Changes with Nelco Solutions Nelco Solutions is our trusted partner in tax forms and filings. This year, the IRS has dramatically lowered the threshold to require e-filing and is requiring e-file for a much larger segment of employers. Nelco updated us on the important changes that would most likely impact your organization as well as the costly consequences of not being up to date. Recorded November 30, 2023

Year-End Closing | Ask the Experts - In this webinar, our experts answer questions regarding the purpose of doing a year-end closing, the differences between year-end and month-end closings, timing of closing associated with tax filings, and what to do when adjustments are needed before closing the books. Recorded January 16, 2024

Year-End Closing | ACS Financial Suite - This one hour webinar covers the ins and outs of closing your year in ACS Financial Suite. Our expert discusses reports, searches and crucial steps to help you be successful in closing your church's year. Recorded January 9, 2024

Common Year-End Tasks