Finance

Business Tax Certificate 2021

The Diocese of San Jose has a consolidated non-profit Business Tax Certificate with the City of San Jose which covers all our locations for all the business we conduct (except residential landlord) in the City of San Jose. The City of San Jose in a cost-cutting move does not create a separate certificate for each business address but provides one certificate with one of our address of their choice in the “business address” field. But it does cover all our locations in the City of San Jose, and if a location is ever questioned why the address on the certificate does not match the physical address where the certificate is posted, they should be instructed to call the City of San Jose Business Tax office at 408-535-7055.

Chart of Accounts Parish / School
Collection Schedule 2021
Collection Schedule 2022
Diocesan Guidelines for Parish Pastoral Councils
Diocesan Guidelines for Parish Finance Councils
Diocesan Parish and School Accounting Procedures
Endowment and Investment Pool Policy
Fundraising Guidelines
Gifts of Stock Transfers Instructions
Religious Compensation –
Stipends and Mass Intentions – May 2017Financial Policy Manual – Updated 06/04/2018Budget Guidelines 2018-2019 FINALBudget Guidelines 2018-19 PreliminaryChart of Accounts Parish / SchoolCollection GuidelinesDeposit and Loan Fund PolicyElectronic Funds Transfer FormsFixed Asset PolicyNew Pastor ChecklistRecords Retention USCCB GuidanceClergy Personnel Policy / Compensation to Religious Congregations