Clergy Housing Allowance -Excel worksheet

Key tips and advice the working tax pro can use.
#1
lucyko  
Posts:
933
Joined:
27-Jul-2014 10:19pm
Location:
Orange County,CA
I prepare a lot of clergy returns and one of the biggest challenges is to obtain accurate information on actual housing expenses incurred which needs to be reported on Clergy Worksheet to satisfy Section 107 requirements . The one page worksheet also provides an area to record fair market rental value workup . (fair market rental value of your home unfurnished, plus utilities, plus what it would cost to rent furnishings )

After a one year education process with my clergy clients on completing the worksheet I am finding my time has been cut substantially. As those with clergy allowance can attest, there is a tremendous misunderstanding of what are eligible expense items . The worksheet puts this issue aside .

Would be happy to share if you want a copy
 

#2
Posts:
15
Joined:
22-Apr-2014 9:55am
Location:
Houston
I'd like to see what you are using. I do a lot of clergy returns also and I will gladly share mine.
 


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