Administrative Information and Resources

Alternative Audits For 2020

Streamlined Audit Process Again Available for All Congregations Regardless of NOI

Congregations may use this simpler procedure unless required to prepare a certified audit for other reasons

The Trustees of the Diocese have voted once again to extend the streamlined Alternative Audit Procedure used in 2019 (for the 2018 audit) and in 2020 (for the 2019 audit) to cover all congregations of the Diocese for the 2020 audit due this year (except where a congregation requires a certified audit for another reason or is already planning to have a certified audit).

What this means

All congregations in the Diocese of New York may this year carry out the audit internally (that is, without engaging an individual or firm outside the congregation), unless they need a certified audit for another reason or are already planning to have a certified audit prepared.

What to do

Instructions on how to complete and submit the Alternative Audit are available in the 2020 Annotated Alternative Audit Workbook, which may be downloaded from the link to the right of the page, along with the Alternative Audit Form (a fillable pdf).

Audit Submission Form

May be Used Either for the Alternative Audit or for Regular Audits

2021 Parish Audits (audits for 2020 financial year)
Type any part of it to search. If you can't find it, please scroll to the bottom, select "Other," and enter it in the box that then appears.
Which kind of audit are you submitting? *

Regular Audit

Maximum upload size: 5MB

Alternative Audit

Maximum upload size: 5MB
Maximum upload size: 5MB
Maximum upload size: 5MB
Maximum upload size: 5MB

Please note that you will be unable to submit the form if you have not uploaded all of the required documets.

All Documents Must Be Submitted Electronically ~ Deadline September 15, 2021

Please note that all documents must be submitted electronically using the file upload field in the form at the bottom of this page. These include:

  1. Completed Alternative Audit Form
  2. 12/31/2020 Bank Reconciliations for ALL bank accounts belonging to the congregation or its organizations.
  3. 12/31/2020 Profit and Loss statement.
  4. 12/31/2020 Balance Sheet