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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ClergyTrak is a ministry expense too.

You bought a tool your church uses. It substantiates the housing allowance your board designates, it prints the withholding sheet your treasurer works from, and it produces the documents your board minutes and your CPA ask for. Where a church has adopted an accountable plan that covers professional resources, books and software, that makes ClergyTrak an ordinary and necessary ministry expense the church can reimburse — generally without adding a dollar to your taxable income. Print the voucher, staple your receipt to it, hand it to your treasurer.

ClergyTrak Pro is $129.00 a year — change the amount if your receipt says otherwise. Haven't subscribed yet? Print it with the date you plan to purchase and ask your treasurer to approve it first, then send the receipt along when it arrives.

The draft opens in your own email app so you can read it before anything is sent — nothing leaves this page. Save the voucher as a PDF first and attach it along with your receipt; email drafts can't carry attachments on their own.

Three things have to be true on the church's side, and they are worth reading before you ask: the board must have a written accountable plan on file that lists professional resources, books or software among its approved categories; the money must come out of the church's operating budget, not out of a reduction of your salary — the IRS does not accept salary restructuring as reimbursement; and your receipt has to reach the treasurer or finance committee within 60 days of the purchase. Adopt the policy above first if your church doesn't have one. Organizational tooling, not legal or tax advice.

The voucher closes with a short note to your treasurer citing IRC §162 and Treasury Regulation §1.62-2 — the provisions that make this a legitimate category to ask about. It says plainly that approving it remains the church's decision, so you are informing your treasurer rather than pressing them. Plenty of good treasurers have simply never been asked about software.

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.