ClergyTrak

Board Packet · The Reimbursement Plan

Ministry expenses your church already owes you.

An accountable plan is the cleanest way to handle ministry expenses: your church reimburses what you spend, generally without adding it to your federal income tax. This page is Designation Day's sibling — adopt the policy once, then track outstanding expenses against the accountable-plan timing rule and submit a dated request with one tap.

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One-time board action

The accountable plan policy

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Model language — adopt it with your board and a qualified tax professional. This is organizational tooling, not legal or tax advice.

Outstanding

Unreimbursed ministry expenses

Date Vendor / description Amount Accountable-plan window

Expenses turn reimbursed in the app once your church pays you back — Settings → that expense → Reimbursed. This list shows what's still outstanding right now.

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Your filed requests

Recent reimbursement requests

    Every request you generate is dated and saved here — proof you adequately accounted for these expenses inside the accountable-plan window, whenever your church actually pays you back.