ClergyTrak

Report Center · The Minister's File

Your answer, filed the day you did the work.

The Minister's File gathers what a preparer needs for one tax year in one place: this Year-End Packet, your Fair Rental Value source packet, and your receipts — introduced by a cover memo you can hand them directly. Review readiness below, then print.

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ClergyTrak provides organizational tools and educational guidance — not legal, tax, financial, or accounting advice. Review classifications with a qualified professional before filing.

One file, three parts

What's in your Minister's File

Print the cover memo and hand it to whoever prepares your return, alongside this Year-End Packet and the Fair Rental Value source packet.

Before you print

Documentation readiness

— Checking…

    Soft gaps improve your file; core gaps should be closed before treating this packet as final.

    Guided next steps

    Finish what’s missing

      Capture receipts in the iPhone app. Document Fair Rental Value and review totals here.

      ClergyTrak · clergytrak.com

      Clergy Housing + Ministry Expense Year-End Packet

      Tax Year

      Prepared for your ClergyTrak account

      Generated today

      Executive Summary

      Actual housing expenses—
      Board-designated allowance—
      Fair Rental Value—
      Estimated excludable amount—

      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—
      Out of pocket—
      Reimbursed—

      Ministry Expense Detail

      Date Vendor Category Description Reimbursed Amount

      Fair Rental Value Status

      Documentation Checklist

        ClergyTrak organizes records and reports. It is not tax, legal, or accounting advice and does not file your return. You and your advisor remain responsible for final classifications and filing decisions.