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Accounting

Conference Financial Best Practices Manual (Mandatory)

Charitable Gifts and Donation Tracker

Chart of Accounts

Donation Receipt

Donation Value Guide 2023

Expense Report

Full Inventory List Excel Spreadsheets (Updated Sept 2023)

Gift Cards/Vouchers Inventory Form PDF (Updated Sept 2022)

Clothing Inventory List PDF (Updated Sept 2022)

Household Goods Inventory List PDF (Updated Sept 2022)

Hygiene Inventory List PDF (Updated Sept 2022)

Lost Receipt

Officer Approval

Sample Budget

Standard Operating Procedure for Uploading Receipts

Accounting Monthly Reports

Both pages of the Monthly reports are due to the Council office by the 15^th of the following month.

Reports can be submitted via:

Email to: Reporting@svdpsa.org
US Mail to: P.O. Box 831074, San Antonio, TX 78283

District Quarterly Report	Excel
SVDP End-of-Month Report	Excel	Word
Instructions - End-of-Month Report	Word	PDF
Sales Tax Reporting	Excel	PDF
Reference for Manual Journal Entries	Word
Reference for XERO Categories	Word

United Way ARPAR Forms

SVdP Rent Mortgage Letter

FAC Client Application

United Way Rental Assistance Checklist
Charity Tracker

FAQ/Basic Information

Charity Tracker User Guide

Intake Form

Spanish Intake Form

Blank ROI
Family and Community Assistance

Referral Form FAC

Tenants Rights

Eviction Moratorium Resource Guide
Operations

By-Laws Conference

By-Laws District

Permission to Share Confidential Information

Computer Request Form

Vincentian Confidentiality
San Antonio Food Bank Forms

H1555 Application Form

H1555 Instructions

Income Guidelines

Sign In Sheet

Non-Disclosure Statement

COVID Roster TEFAP
W-9 Form Process

For instructions on how to process a W9: Word | Pdf

Download a fillable Form W-9 from the IRS website here.