The Church Treasurer's Handbook 2027 Edition cover

The Church Treasurer’s Handbook (2027 Edition)

$34.95

One-time purchase · instant download

NEW FOR 2027PDF DOWNLOAD15 PAGES

Protect every dollar your congregation gives, pay people correctly and report clearly. A plain-language guide for the people who keep the church’s books.

  • Eight internal controls that protect the church and the treasurer
  • Paying the pastor: dual tax status, housing allowance and reimbursements
  • Form 941, W-2 and 1099 guidance, plus a monthly board report
  • Month-by-month treasurer calendar and nine common mistakes to avoid
JAN1
Designate the pastor’s 2027 housing allowance before January 1The handbook includes a sample resolution your board can adapt and adopt.
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Description

What’s inside

Eleven sections that cover a church treasurer’s year, from the Sunday offering to year-end W-2s.

Your role and internal controls

What the treasurer owns, what to gather on day one, and eight controls that protect the church and you.

Offerings and contributions

Counting the offering, designated gifts, and the IRS rules for donor receipts and acknowledgments.

Paying the pastor

Dual tax status, the housing allowance (with a worked example) and a sample resolution.

Reimbursement plans

Accountable vs. nonaccountable plans, the three IRS requirements, and setup steps.

Payroll taxes, W-2s and 1099s

Form 941, a W-2 box guide for ministers, and 1099 thresholds.

Budgeting, reporting and calendar

A monthly board report, the annual budget, Form 990-T, and a month-by-month deadline calendar.

Who it’s for

Written for people without an accounting background.

New treasurersWhat you’re responsible for and what to gather on day one.
Volunteer and part-time treasurersA year-round reference for deadlines and common mistakes.
Finance committeesInternal controls and what a good monthly report should show.
Church administratorsHow to pay the pastor correctly, including housing allowance and reimbursements.

How it works

Read it once, then keep it close all year.

Download the handbookYour 15-page PDF is ready right after checkout.
Read it start to finish onceCheck your church’s controls and pastor pay against each section.
Use the calendar and mistakes listYour month-by-month guide to deadlines and the errors to avoid.

2027 Accountable Reimbursement Guide cover

PAIRS WELL WITH

2027 Accountable Reimbursement Guide

The handbook explains why your church needs an accountable plan. This guide helps you set one up.

SEE THE GUIDE

Common questions

About the handbook and your order.

What format is the handbook?

A 15-page PDF you download right after checkout. Read it on screen or print it for your finance committee.

Is it up to date for 2027?

Yes. It reflects federal rules in effect for 2027. State rules vary, so check your state as well.

Do I need an accounting background?

No. It’s written for volunteer and part-time treasurers, finance committee members and church administrators.

Can I get a refund?

See the Refund & Return Policy tab above.

I’d rather have someone handle payroll and bookkeeping.

Our team works with churches every day. Email clientservices@clergyfinancial.com or call (888) 421-0101.

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