Year-End Readiness
Documentation completeness
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Checking…
Complete the items below before generating year-end documents. Missing pieces are organizational gaps — not a judgment on your tax position.
Clergy Financial Command Center
Your Command Center
Your year at a glance. Capture receipts on your phone as you go, add or catch up on expenses here, and review housing and ministry totals, documentation readiness, and accountant-friendly reports.
Welcome. Nothing is on record yet, and nothing is wrong. Put one expense down and this page fills in around it.
New here? Start with the welcome for pastors →
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Start here
Add one expense. That is the whole first step.
Pick the bill you paid most recently — electric, water, the mortgage. Thirty seconds, and your Command Center starts building around it.
Your excludable amount
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1 · Actual qualifying expenses
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2 · Board-designated allowance
Set in the app for this tax year
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3 · Fair Rental Value
Run the Fair Rental Value assessment
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Your excludable amount is generally the lowest of these three — the green ring segments show which are documented for this tax year. That amount is usually excluded from federal income tax; it still counts in your self-employment tax base unless Form 4361 is approved. ClergyTrak organizes your records; it is not tax advice.
Not sure how to set these? The three numbers, step by step →
Guided next steps
What to do next
Capture on your phone or add and import here; review, document Fair Rental Value, and export from the Command Center.
Ministry workspace
Ministry expenses
Total ministry
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Out of pocket
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Reimbursed
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Use the app to capture ministry purchases. Use the Command Center to review totals before reimbursement or tax-time conversations.
Categories
Housing by category
Recent records
Latest expenses
| Date | Vendor | Workspace | Receipt | Amount |
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Have a question about your housing allowance?
Ask Ezra, the ClergyTrak assistant — grounded in IRS sources and the Playbook, with the citations shown under every answer. Educational guidance only — not tax advice.
Report center
Exports & year-end documents
Export a CSV for your accountant anytime. Year-End Packet and Church Board Report are Pro annual documents — review included items first, then print or save as PDF.
ClergyTrak provides organizational tools and educational guidance — not legal, tax, financial, or accounting advice. Review classifications with a qualified professional when needed.