PDS Year End

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

PDS Live Event Registration - FREE!

PDS Webinar | Church Office - Year End Reporting and Closing - As the year ends, join our webinar to simplify your year-end tasks in PDS Church Office. We'll guide you through essential steps, including creating and sending End of Year Donor Substantiation Letters, setting up your contribution fund for the new year, and generating valuable year-end analysis reports. Enhance your efficiency and prepare for a successful year ahead!
- December 12, 2024 at 11:00 a.m. EST – Register for this free event
- January 14, 2025 at 2:00 p.m. EST – Register for this free event

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 now 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. Stay informed and prepare your organization for the upcoming tax season—don't miss this opportunity to gain valuable insights!
- December 17, 2024 at 11:00 a.m. EST – Register for this free event

Note: Can't make it to a live event? Don't worry! We will record the webinar so you can watch later. After the event date, a link to the recording will be added to this page.

Recorded Webinars (2023-2024)

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 2023 and on to 2024! 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.