Search found 9 matches

by chad.stewart
Sun Jul 16, 2017 1:49 pm
Forum: Local Unit Finance
Topic: Refund on Tithing
Replies: 4
Views: 5112

Re: Refund on Tithing

Handbook 1: 14.4.9 [Handbook 1 quote removed - contributions are not refundable] Hopefully the 8k in tithing paid in March will cover her 10% for the rest of 2017. You could attempt to engage HQ on this, but I have a feeling that the Church has to tread carefully when refunding tithes, due to Church...
by chad.stewart
Sun Jul 16, 2017 1:45 pm
Forum: Local Unit Finance
Topic: Excess (individual) Missionary Funds
Replies: 7
Views: 1921

Re: Excess (individual) Missionary Funds

(Handbook 1:4.6.1): [quote removed - donations are not refundable.]

Don't prepay. Finance clerks should keep the Bishop updated on missionaries' account balances so he can keep the family updated.
by chad.stewart
Sun Jul 16, 2017 1:39 pm
Forum: Local Unit Finance
Topic: Transferring from Budget to Other
Replies: 2
Views: 878

Re: Transferring from Budget to Other

You can't transfer from Budget to Other. It's like "crossing the streams." Either Budget to Budget or Other to Other.
by chad.stewart
Sun Mar 20, 2016 11:36 am
Forum: Local Unit Finance
Topic: Tax Statements for 2015 - printing necessary?
Replies: 19
Views: 4874

Re: Tax Statements for 2015 - printing necessary?

Clerks in other wards in our building have told me they are only printing them when requested. However, there is still the Audit Question that asks if they all were printed and distributed so I don't know how one can honestly answer that in the affirmative when they are only printing them by except...
by chad.stewart
Sun Feb 21, 2016 12:17 pm
Forum: Local Unit Finance
Topic: Escheatment Question
Replies: 7
Views: 1667

Re: Escheatment Question

I just received a notice in MLS from Church HQ on an escheated check that stated "If the check was lost, please void the check. Then, if funds are still needed, please reissue the check."

So that's what I did.
by chad.stewart
Wed Dec 30, 2015 6:37 pm
Forum: Local Unit Finance
Topic: Tax Statements for 2015 - printing necessary?
Replies: 19
Views: 4874

Re: Tax Statements for 2015 - printing necessary?

I'm only printing them by exception for members without access to internet or a computer, or if they make a special request and cannot get it online. If they have internet in the home they can get on LDS.org/donations and print off a tax valid statement. Self-sufficiency at it's best!
by chad.stewart
Tue Feb 03, 2015 10:09 am
Forum: Local Unit Finance
Topic: How to transfer money from Ward Mission Fund to a missionary
Replies: 11
Views: 4128

Re: How to transfer money from Ward Mission Fund to a missio

Thanks. Also as a follow up: A missionary from our ward since released ended her mission with a positive balance in her account. LDS.org instructions state: "Other missionary finance guidelines: Contributions to the ward missionary fund that have not been used when a missionary is released shou...
by chad.stewart
Tue Feb 03, 2015 9:52 am
Forum: Local Unit Finance
Topic: How to transfer money from Ward Mission Fund to a missionary
Replies: 11
Views: 4128

How to transfer money from Ward Mission Fund to a missionary

I realize this may be a basic process, but we have a missionary account for a missionary who has long since returned from his mission--but during his mission his family moved several times and ... long story short ... our ward has a balance on his missionary account that I am trying to close out usi...
by chad.stewart
Sun Jan 18, 2015 9:39 am
Forum: Local Unit Finance
Topic: How to print entire year donations from two different units
Replies: 10
Views: 2403

Re: How to print entire year donations from two different un

Where in MLS to I find these .pdfs?

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