2027 Accountable Reimbursement Guide
2027 Accountable Reimbursement Guide - Image 2

2027 Accountable Reimbursement Guide

$49.00

Our most comprehensive accountable reimbursement guide for churches and religious organizations

Most accountable plan resources stop at a one-page template. This guide gives your church everything it needs to set up, run and defend an IRS-compliant plan, all in one place.

Ministry expenses paid as salary are taxed; expenses reimbursed through an accountable plan are not. For a pastor with $5,000 in ministry expenses, that can mean more than $1,200 a year in tax savings, at no extra cost to the church.

What’s inside:

  • A ready-to-adopt model plan with a board resolution and employee acknowledgment
  • Complete coverage of what qualifies: mileage (including when trips count), books, conferences, overnight travel, per diem, cell phones, and what doesn’t qualify
  • Treasurer tools: an “Is This Reimbursable?” decision chart, monthly workflow, year-end checklist, and W-2 and payroll guidance for clergy and non-clergy
  • Five fill-in forms: mileage log, expense request, employee acknowledgment, travel advance and reconciliation, and annual budget worksheet, with automatic totals and completed samples
  • A 12-question FAQ, glossary and IRS references, with answers to the questions churches ask most
  • Up to date for 2027, including the 2025 tax law changes
Need help choosing the right solution?For more than 45 years, we’ve helped clergy and religious organizations with tax, payroll, bookkeeping and HR. Connect with an advisor for guidance tailored to your needs.
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Description

Who it’s for

Church treasurers, finance committees, business administrators and pastors who want a reimbursement plan that is simple to run and holds up if the IRS asks questions.

What you receive

  • A 24-page fillable PDF, ready to download right after purchase
  • Model plan language you can adopt as written or adapt for your church
  • Appendices A–F with fill-in forms that total automatically, plus completed samples
  • Bookmarks and a clickable table of contents for quick navigation

How churches use it

  1. Adopt the plan with the included board resolution.
  2. Have each employee sign the acknowledgment.
  3. Use the forms and monthly workflow to reimburse expenses throughout the year.
  4. Close out the year with the treasurer checklist.

Current for 2027

Version 2027.1 reflects current IRS rules, including the 2025 tax law changes. The IRS is expected to release the 2027 standard mileage rate in December 2026.

Questions? Our team works with churches and clergy every day. Contact us at clientservices@clergyfinancial.com or (888) 421-0101.

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