Useful Information & Checklists

Free club finance checklists

Looking for helpful information on audits, donations, expense allowances, or VAT filing? Discover a range of checklists here and download them for free!

Useful Information & Checklists

File VAT

VAT for clubs often seems complicated: Which revenues are taxable? When does the small business regulation apply? And what are the differences between Germany, Austria, and Switzerland? In this document, you will find helpful information on the differences within the DACH region, as well as a detailed checklist to make this task easier for you!

  • Info & Links on Legal Requirements
  • VAT Filing Checklist
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Useful Information & Checklists

Financial audit in the club

A proper financial audit builds trust and protects the club, the board, and the treasurer. But what exactly needs to be checked? Which documents are required? And how is the result documented correctly? Our free guide will help you through the financial audit step by step!

  • Content & goal of the financial audit
  • Checklist for conducting a financial audit

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Useful Information & Checklists

Club treasurer

The club treasurer is responsible for the proper management of club finances, ongoing bookkeeping, and maintaining a transparent overview of income and expenses. Learn more about the duties and requirements of a club treasurer in our checklist!

  • Differences in the DACH region explained clearly
  • Legal regulations
  • Treasurer checklist
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Useful information & checklists

Donation receipt

A donation receipt confirms that a contribution was made correctly and allows donors to claim their donation for tax purposes. Check out our checklist to learn how to report and submit these receipts!

  • Differences in the DACH region explained clearly
  • Thresholds for tax documentation
  • Who needs to report a donation?
Useful information & checklists

Expense allowances in clubs

Here you will find a practical guide to expense allowances in clubs. A simple explanation ranging from various flat rates to actual cost reimbursement.

  • Differences in the DACH region explained clearly
  • Checklist for expense allowances
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Useful information & checklists

Membership fees incl. dunning process

Membership fees are a vital financial foundation for clubs: How are fees correctly set and collected? What should be considered regarding outstanding payments? And how does a structured dunning process work? Here you will find helpful information on membership fees and dunning in a detailed checklist to support you with organization and processing.

  • Setting and managing membership fees
  • Information on dunning and collections
  • Membership fee management checklist
Useful information & checklists

Budget planning for clubs

Effective budget and financial planning helps clubs keep a long-term overview of their finances: Which income and expenses need to be considered? How can you create a realistic budget? And how can financial bottlenecks be identified early on? Here you will find helpful information on financial planning for clubs, a detailed checklist, and a practical financial plan template for your own planning.

  • Key aspects of club financial planning
  • Fillable financial plan template for your club
  • Checklist for club budget planning
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