Together we make a profound difference

Save Time with Intacct

If you’ve been thinking about making the switch to Intacct, there’s no better time: Grand Lodge has renegotiated our contract, giving all lodges a 25 percent savings over 2017 pricing!

Intacct provides a simple but thorough system for managing your lodge or hall finances, saving valuable time and giving you peace of mind that your finances are in order.

Easy Financial Administration 
Simplify your administrative financial tasks, including: 

  • Cash management
  • Accounts payable and receivable 
  • Financial reports 
  • Budgets 
  • Payroll

Intacct Provides Peace of Mind 
Convenient reporting keeps you in the know about your lodge’s finances with:

  • Multiple summary reports and access to historical data 
  • Lodge financial records securely housed in one place 
  • Records of all transactions to simplify audits 
  • iMember information easily uploaded to Intacct 
  • Automatic preparation of annual financial statements 
  • Filing tax returns (Form 199 and 990) 

Succession planning and transition from one treasurer to the next is seamless!

Payroll Services 
Lodges that use Grand Lodge Payroll System have access to a number of bundled services from the Grand Lodge Financial Services and Accounting staff, including:

  • Calculating payroll deductions 
  • E-pay and e-file state/EDD quarterly payroll taxes (Form DE9, DE9C, and DE88)
  • Preparation of annual payroll tax returns (IRS Form 944 and 940) 
  • Preparation of annual payroll tax returns (W2/W3)

Investment and Budget Support 

    You can also take advantage of the following investment and budgeting tools:
  • Booking investment transactions 
  • Reconciling checking and/or investment accounts 
  • Uploading your lodge budget 
  • Creating and running reports

It’s Easy to Get Started! 
Grand Lodge's knowledgeable Financial Services team provides free treasurer training. They are available during business hours for ongoing telephone and email support. Have questions or ready to get started? Contact Financial Services at financialservices@freemason.org or (415) 292-9170.

 

 See for Yourself How It Works 
A wealth of Intacct resources – including training manuals and videos – is available online. Simply visit freemason.org/Intacct.

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Contact Us

Grand Lodge of California
1111 California Street
San Francisco, CA 94108

p: (415) 776-7000

e: memberservices@freemason.org