Description
What’s inside
Everything a church treasurer or payroll administrator needs to get a minister’s W-2 right the first time.
Box-by-box guide
What goes in boxes 1 through 14 for a minister, including housing allowance, Box 14 reporting and what stays off the W-2.
Worked examples
Three filled-in examples: a parsonage pastor, a pastor with a cash housing allowance and voluntary withholding, and a pastor with a 403(b).
Excel workbook
Enter pay, housing and benefits for up to six employees. The workbook fills in every box, checks for errors and totals your W-3.
Mistakes and corrections
The most common clergy W-2 errors, how to fix them with a W-2c, and a year-end checklist to stay on track.
Included with your download
Rather have us file them?
We prepare and file your church’s W-2s, W-2c corrections and 1099s, correctly reported for clergy.
Common questions
Who is this kit for?
Church treasurers, bookkeepers and payroll administrators who prepare W-2s for pastors and church staff.
Does it work with my payroll software?
Yes. The guide includes setup notes for QuickBooks Online, Gusto and ADP, so a minister’s pay is reported correctly from the start.
Which tax year does it cover?
Tax year 2026, for W-2s due February 1, 2027.
I’d rather talk to someone.
Email clientservices@clergyfinancial.com or call (888) 421-0101.
