Key Dates and Deadlines¶
This page provides a chronological reference for important dates and deadlines that ward clerks need to track throughout the year.
Set Reminders
Add these dates to your calendar with advance reminders to ensure timely completion of all responsibilities.
January¶
January 15¶
December Quarterly Report Due
The quarterly report for the October-December period must be submitted.
January 15¶
Membership Audit Due
Semi-annual membership audit must be submitted.
Timeline: Clerks have 30 days (until February 14) to make corrections after submission.
January 15 - February 28¶
Spring Financial Audit Period
Annual financial audits are conducted during this window.
February¶
February 14¶
Last Day for January Membership Audit Corrections
Final day to submit corrections for the membership audit submitted on January 15 (30 days after submission).
February 28¶
Spring Financial Audit Completion Deadline
All spring audit procedures must be completed by this date.
March¶
March 16 - April 15¶
Spring Audit Exceptions Review Period
Period for reviewing and resolving any exceptions identified during the spring financial audit.
April¶
April 15¶
March Quarterly Report Due
The quarterly report for the January-March period must be submitted.
April 15¶
Spring Audit Exceptions Resolution Deadline
All exceptions from the spring financial audit must be reviewed and resolved by this date.
July¶
July 15¶
June Quarterly Report Due
The quarterly report for the April-June period must be submitted.
July 15¶
Membership Audit Due
Semi-annual membership audit must be submitted.
Timeline: Clerks have 30 days (until August 14) to make corrections after submission.
July 15 - August 31¶
Fall Financial Audit Period
Annual financial audits are conducted during this window.
August¶
August 14¶
Last Day for July Membership Audit Corrections
Final day to submit corrections for the membership audit submitted on July 15 (30 days after submission).
August 31¶
Fall Financial Audit Completion Deadline
All fall audit procedures must be completed by this date.
September¶
September 16 - October 15¶
Fall Audit Exceptions Review Period
Period for reviewing and resolving any exceptions identified during the fall financial audit.
October¶
October 15¶
September Quarterly Report Due
The quarterly report for the July-September period must be submitted.
October 15¶
Fall Audit Exceptions Resolution Deadline
All exceptions from the fall financial audit must be reviewed and resolved by this date.
December¶
December 15¶
Membership Audit Due
Semi-annual membership audit must be submitted.
Timeline: Clerks have 30 days (until January 14 of the following year) to make corrections after submission.
Ongoing Responsibilities¶
Weekly¶
Sacrament Meeting Attendance
Submit attendance reports on Sundays.
Monthly¶
Financial Statements Review
Bishop must review and approve monthly financial statements within 45 days.
Statistical Reports
Submit monthly statistical reports at the beginning of each month.
As Needed¶
Cash Advances Settlement
All cash advances and gift card purchases must be settled with receipts within 30 days of issuance.
Signature Card Updates
Update signature cards whenever there are leadership changes (new bishopric members, clerks, or other authorized signers).
Resources¶
- Church Handbook - Chapter 33: Records and Reports
- Church Handbook - Chapter 34: Financial Management
- LCR System
Stay Current
Bookmark this page and check it regularly to stay on top of your clerk responsibilities. Consider setting up calendar reminders at least one week before each deadline to allow adequate preparation time.