Welcome new Chancellors of the Exchequer!
When you first take this office, it can seem overwhelming. In order for you to hold the Chancellor of the Exchequer office, you must be a warranted officer as well as a paid member of the SCA. Fill out the warrant, have it signed by the previous Chancellor of the Exchequer or the current Seneschal, and forward it to the Kingdom Treasurer. The Treasurer and the Crown must warrant you at the beginning of every reign and several times during the reign. Be sure to read through the handbook. This will help prepare you more than anything.
There are plenty of forms (see below) to make our jobs easier and there is a Yahoo! group for asking questions and receiving all sorts of information. The most important thing to remember is that you are not alone in this job. Both the Kingdom Treasurer and the regional deputies can help you in many capacities. Never be afraid to ask a question!
- Quarterly Reports
- Event Financial Reports
- Domesday Report
Submitting Reports & Approval
The Seneschal must approve each report. Quarterly reports can be approved by e-mail. A group Seneschal may send an e-mail directly to the Regional Reporting Deputy to indicate his or her approval. Domesdays, however, must be approved by an actual signature on a hardcopy of the report.
Copies of the ledger and bank statements are required with the quarterly reports. Scanning these items into PDF, JPG, or GIF format and sending via e-mail is a great way to save on postage.
Reporting Due Dates
1st Qtr: April 15th
2nd Qtr: July 15th
3rd Qtr: October 15th
4th Qtr: January 15th
Domesday: January 31st
- Group Seneschal
- Regional Reporting Deputy
- Keep a copy for yourself
Handbooks & Forms
Agreement to Serve
Quarterly Report Forms & Domesday
The No-Activity Form is used when your group has had no activity for a quarter. It is used instead of the SCA Financial Report.
SCA Financial Report
Forms are available from the Society Exchequer's website.
Please note that the forms are available in small, medium, and large according to group size and reporting needs. Excel is the preferred format for Calontir reporting.
Regular Activity Forms
Event Financial Forms
Event Gate Forms
Due to the release of new Event Waiver Forms, the responsibility for Waiver forms has been moved to the office of the Seneschal. Please find Calontir's Event Waiver Forms on the Kingdom Seneschal's page. Exchequers will now only be responsible for the Gate Income and Reconciliation Sheet (found below).
Tax Exemptions Letters
Bank Request Form
To change or open bank accounts:
Download a Bank Account Request form (Excel file) and fill out all appropriate fields.
Note: All kingdom and local groups must list the kingdom or a regional exchequer as a signatory on bank accounts.
Send all requests for bank accounts to your Kingdom Exchequer.
Kingdom Exchequers will verify all information and forward your request to the Society Exchequer for processing.
The Society Exchequer will verify the completeness and accuracy of your information and forward it to the SCA Corporate Office.