Year-End Packet

Generate the report before you print it.

Review housing allowance, ministry expenses, Fair Rental Value, and supporting records in one accountant-ready packet.

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ClergyTrak

Clergy Housing + Ministry Expense Year-End Packet

Tax Year

Prepared for your ClergyTrak account

Generated today

Executive Summary

Actual housing expenses$0
Board-designated allowance$0
Fair Rental ValueNot set
Estimated excludable amount$0

The housing allowance exclusion is generally limited by the lowest of actual qualifying expenses, the board-designated housing allowance, and Fair Rental Value.

Housing Allowance Readiness

Housing Expenses by Category

Housing Expense Detail

Date Vendor Category Description Receipt Amount

Ministry Expense Summary

Total ministry expenses$0
Out of pocket$0
Reimbursed$0

Ministry Expense Detail

Date Vendor Category Description Reimbursed Amount

Fair Rental Value Status

Documentation Checklist

  • Board minutes or written resolution designating the housing allowance before payment.
  • Receipts or records supporting actual qualifying housing expenses.
  • Fair Rental Value estimate or substantiation for the home, furnished plus utilities.
  • Ministry expense support, including reimbursement status where applicable.
  • CPA or tax professional review before filing.

ClergyTrak organizes records and reports. It is not tax advice and does not file your return.