Annual Returns

Each year, congregations need to complete and submit summary forms to the Synod Office and the Canada Revenue Agency (CRA). These annual reports provide statistical information that’s vital to planning.

Parish Portal closed

The online parish portal is closed for the Incumbent’s Annual Statistical Return and the Churchwardens’ Parochial Return.  The deadline for online submission was March 15, 2020.

Incumbent’s Annual Statistical Return

This return provides parochial statistics, as well as the names and contact information of your congregation’s Lay Members of Synod. The incumbent or priest-in-charge should complete this return.

If you need a hard copy, contact Pamela Boisvert, Secretary of Synod, at pboisvert@toronto.anglican.ca.

Churchwardens’ Parochial Return

This return provides financial statistics that are the basis for accurately and fairly calculating the allotment for each congregation. The churchwardens should complete this return.

If you need a hard copy, contact Keri Stilling, General Accountant, at kstilling@toronto.anglican.ca.

Resources

Responsible Ministry: Screening in Faith section

The Responsible Ministry: Screening in Faith policy has been in place since 2003 to help parishes make sure their places of ministry are safe and healthy. As part of their annual returns, all congregations are required to report compliance with screening indicators.

Tips for completing the forms:

  • Make sure the responses on the Incumbent’s Annual Statistical Return and the Churchwardens’ Parochial Return match. The corporation should have a conversation about the congregation’s compliance before completing the returns. If the two returns don’t match, your congregation will be deemed “not in compliance.”
  • Every congregation has a minimum of two people serving in high-risk ministry positions – the churchwardens. Other positions that must be assessed as high-risk are all clergy, including honorary assistants; organists and music directors; parish employees; lay anointers; and those involved in residential or off-site ministries with children or vulnerable adults.
  • The returns state “as of December 31.” This means the completion of screening for individuals who were in their ministry positions up to and including Dec. 31 of the year the return applies to. You have the period from Dec. 31 until you submit the returns to make sure their screening is completed.
  • Check out the resources and templates for help with every step in the screening process.

There are possible consequences that could be applied if your congregation isn’t in compliance with screening requirements. If you need any help or have questions about completing this section of the returns, get in touch with the Diocesan Screening Coordinator.

Canada Revenue Agency reports

For fiscal periods prior to January 1, 2013, use forms T3010-1 and T3010B(09), available on the Canada Revenue Agency website or by calling 1-800-267-2384.

For fiscal periods after Jan. 1, 2013, use these forms from the CRA website:

  • Form T3010
  • Completing the Registered Charity Information Return (manual) – T4033

Churchwardens need to fill out and submit this form to the CRA annually. It’s due within six months of the fiscal year-end and is necessary to maintain charitable status.