Available January 1, 2026!
The Clergy Tax Organizer is designed to help clergy gather and organize their tax information so they can file an accurate and complete return. Each year we publish this organizer as both a learning tool and a practical reference guide. It walks you through the information you’ll need for your current tax filing while also helping you build strong record‑keeping habits for the year ahead.

The Housing Allowance Exclusion allows clergy to exclude a designated portion of their compensation from federal income tax to cover housing expenses. This reduces taxable income and lowers overall tax liability. It remains one of the most valuable tax benefits available to clergy, yet it is also one of the most commonly misunderstood and misapplied provisions.

An accountable reimbursement plan is a highly effective and tax-efficient way for churches to provide financial support to pastors and staff while maintaining proper stewardship and compliance. Under this design, ministry-related expenses—such as travel, professional development, books, and certain work-related costs—are reimbursed by the church and are not treated as taxable income to the employee.

Bookkeeping for churches can be quite different than for-profit businesses, and the other guides available cover either QuickBooks or church accounting, not both. Lisa London, The Accountant Beside You, walks you through QuickBooks for your church from start to finish, always with examples, terminology, and understanding of what a busy church administrator needs to know in a clear, concise style.