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Resources for Local Church Finance Leaders

MSF Guide to W-2 & Statistics

GCFA Tax Packet

W-2 form clergy example

UMC Group Tax Exemption Application

Charge Conference Login / Apportionment Record

Local Church Audit Guide

Annual Audit Report

Remittance Form

How apportionments are calculated for a local church (2021)

How to obtain an EIN confirmation number from the IRS

Record Retention Resources

Record Retention Policy

General Council on Finance & Administration

Records Management Guidelines

General Commission on Archives & History


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