Forms & Templates

Not sure where to start when creating a church budget? Here is a template that will help you get started.

Reconciling the church's bank account can be a daunting task, but our template will give you a great visual of the pieces needed to accomplish this monthly task.

This sample worksheet can be used to track mileage for business purposes. It includes components that will ensure reimbursements comply with IRS requirements. Source: IRS Publication 463, Travel, Entertainment, Gift, and Car Expenses

The IRS does not have a specific form that is required when reporting business expenses. However, this worksheet contains the required items needed to ensure the reimbursement complies with the IRS requirements. Source: IRS Publication 463, Travel, Entertainment,...

This worksheet can be used to help identify the different types of expenses and calculate the total annual housing allowance.

This sample document can be used by a church board to indicate the amount approved for a minister's housing allowance.

Generally, any expense incurred to provide or maintain the home can be used as a housing allowance expense. Here's a list that will help you identify those costs. File Downloads Listing of Eligible Ministerial Housing Allowance Expenses

A chart of accounts is a list of all the external and internal accounts that a church has in the accounting software. These include bank accounts, investment accounts, loans, as well as office expenses, missions giving income, etc. All of the major financial reports...

Use these sample documents to establish your church's policy.