PDS Year End

Recorded webinars and year-end guides for Church and Formation Office and Ledger/Payroll.

Recorded Webinars

Ask the Experts Webinar | W-2 and 1099 Changes with Nelco Solutions (offered 11/30/23) 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.

PDS Webinar | Church Office - Year End Reporting and Closing (offered 1/4/24 and 1/11/24) The ending of a calendar year is the busiest times for your parish. Learn the steps and processes in PDS Church Office that can help guide you through the end of 2022 and on to 2023! In this webinar, we covered the creation and sending of End of Year Donor Substantiation Letters, the setup of the new year for your contribution fund or other yearly funds, valuable end of year analysis reports, and other useful processes.