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CLERGY FINANCIAL SUPPORT WORKSHEET EXAMPLE 3. A housing allowance and no accountable reimbursement plan Church: Number: Charge District: North Georgia Annual Conference, UMC Effective Date: / / Name:
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How to fill out clergy financial support worksheet

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How to fill out clergy financial support worksheet:

01
Start by gathering all the necessary documentation. This may include tax forms, receipts, donation records, and any other documentation related to your financial support as a clergy member.
02
Begin by entering your personal information on the worksheet. This may include your name, address, social security number, and any other relevant information.
03
Next, fill out any sections related to your income. This can include salary, housing allowance, stipends, and any other sources of income specifically related to your role as clergy.
04
Move on to the section that requires information about your housing expenses. Include details about your mortgage or rent payments, utilities, and any other expenses related to your housing.
05
If you receive any reimbursements or allowances, make sure to accurately report them in the designated section. This can include travel expenses, professional development costs, and other related expenses.
06
Don't forget to report any other sources of income that are not directly related to your role as clergy. This can include investment income, rental income, or business income.
07
Finally, review the completed worksheet to ensure that all information is accurate and complete. Double-check for any missing or incorrect information that may need to be updated.

Who needs clergy financial support worksheet?

Clergy members who receive financial support through their religious institution may need to fill out a clergy financial support worksheet. This worksheet serves as a tool for documenting and reporting income, expenses, and allowances specific to their role as clergy. It is important for clergy members to accurately complete this worksheet in order to properly report their financial support and ensure compliance with tax regulations.
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The clergy financial support worksheet is a document used by clergy members to report their financial support from their congregation or religious institution.
Clergy members are required to file the financial support worksheet.
The clergy financial support worksheet can be filled out by providing details of financial support received, such as donations, gifts, or stipends.
The purpose of the clergy financial support worksheet is to accurately report the financial support received by clergy members.
Information such as the source of financial support, amount received, and any additional details must be reported on the worksheet.
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