Clergy Taxes, Onboarding & Moving

Required forms to be filled out to bring new clergy on church payroll:

• I-9 form
• W4
• 2023 Clergy Compensation Form
• UMPIP Enrollment form (Remember when you go to a new church you need to re-enroll in the UMPIP under that church)

Want to take the headache out of payroll? Sign up with Paychex. Endorsed by MSC and Wespath:

• Wespath - Paychex

Information on Taxes, W2's and Housing Allowance for Active Clergy:

• Payroll Guidelines
• Tax Information
• Housing Allowance Q&A
• W2 Information for Clergy
• Example of W2 for Clergy

Information on Clergy Housing Allowance for Retired Clergy:

• Housing Allowance for Retired Clergy
• Housing Allowance Worksheet for Retired Clergy
• Rental Housing/Allowance Rule in Conference Journal

Information on Accountable Reimbursements:

• Accountable Reimbursement
• Q&A Allowable Items

Information on Clergy Moving:

• MSC Moving Packet
• W9
• Moving Expense Resources
• Updated 2021 Check Request Form (Reimbursement)