Tax Packet - Addressing Tax Issues

Accountable Reimbursement Polices and Forms

• Accountable Reimbursement Policies Q & A

• Accountable Reimbursement Policy – Short Form

• Accountable Reimbursement Policy – Long Form

• Sample Expense Voucher

Clergy Housing Allowance

• Clergy Housing Allowance Explained

• Clergy Housing Allowance Clarification Act of 2002

Federal tax Issues And IRS

• Employee or Independent Contractor?

• Episcopal Residence Information Reporting

• Form W-2: Example of Form W-2 for Clergy

• Form W-3: W-3 Reporting Requirements

• Form 941 Filing Requirements

• Group Rulings and Charitable Contributions

• Letter to GCFA from IRS re: Form 941

• Tax Reporting and Filing Requirements

• Minister Audit Technique Guide

• Unrelated Business Income

Tax Rates and Limits

• IRS Standard Mileage Rates

Miscellaneous Policies And Forms

• Benevolence Fund Policy

• Clergy Discretionary Fund

• Local Transportation Expenses

• Memorandum: Spousal Travel Expenses

Tax Items Relating to Deacons

• IRS Private Letter Ruling

• Memorandum Tax Status of Probationary Deacons

• Memorandum – Tax Status of Deacons

• Tax Status of Deacons Q&As

Do you have questions relating to the Employee Retention Credit?

Visit the IRS website for the most up-to-date information!