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The brand-new Reimbursement & Expense Recovery Bonus Policy and Standard applies to all expenses as of January 1, 2023. |
What are Reimbursements and Expense Recovery Bonuses?
We are using important new language for the Policy, Standard, and Forms in 2023.
- Expenses Reimbursement: Submission of expenses that qualify under IRS guidance as non-taxable reimbursable business (ministry) expenses are referred to as a “Reimbursement" on Reimbursements on the new Standard and Form.
- An Expense Recovery Bonus : Submissions requesting recovery of expenses that do (ERB), formerly known as taxable reimbursement, is applied when the submission of expenses does not qualify for non-taxable "reimbursement" under IRS guidance are referred to as “Expense Recovery Bonus” orERB on the new Standard and Form. Expense Recovery Bonus (ERB) is the new term for what was formerly known as a taxable reimbursement. ERB payments take the form of a bonus, IRS guidance. These will take the form of a bonus, which will be treated as additional taxable wages (compensation) for the field staff. Since only paid employees can receive a taxable bonus, associates are associates are not eligible to submit a request for an ERB Expense Recovery Bonus or any expense with a taxable (ERB) component.
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Highlights of Significant New Changes in 2023
- The Ministry Expense bonus Bonus amounts have changed and . Previously, the ME bonus was broken down into individual expense category maximum amounts. This will no longer be required. Reliant is now asking U.S. field workers to determine the appropriate total ME Bonus amount (up to a specific, designated monthly total) based on the amount needed for the individual. In addition to this change, we have separated monthly phone service expenses to allow for the ability to receive that . This allows you to receive funds to cover the monthly phone expense as non-taxable. Please If your role at Reliant is eligible for this type of bonus, please review Ministry Expense Bonuses for more details on both the ME bonus and monthly phone service changes . This form of support goal expense submission outlines specific routine and ongoing expenses that are designated for recovery solely through the ME Bonus and Monthly Mobile Phone Service submissions that are not eligible for submission through the normal expense submission formbefore submitting a new support goal.
- Computers/, Equipment/Mobile Phone/Furniture for ministry gatherings: These categories have changed from 100% taxable to 75 % non-taxable , Mobile Phones, and Some Furniture- These items used to be 100% taxable. In the future, they will be 75 % reimbursable (non-taxable) and 25% ERB (taxable) with the requirement that you intend to work continue working with Reliant (at 20 hours or more ) with Reliant for the next 12 months in order to qualify). We have also increased the max limits to be greater and changed the number of years before you can purchase the these items again. There is no longer a separate form for these category of expenses, they will be submitted on the normal expense submission form. Please review the Standard for specific details for each type.
- Local mileage for necessary ministry-related trips is now 50 miles each way from the starting ministry location ( rather than 100 )miles. Remember, you should be subtracting the local mileage each way from your total mileage submitted on the expense submission form.
- We have added a new form for all expenses related to spiritual retreats. With the spiritual retreats, there will be a new requirement called a Personal Development Plan connected to those types of expense submissions in order to complete submission.
- Moving forward, Spiritual & Ministry Planning Retreats will require the submission of a Personal Development Plan (PDP). A PDP will be submitted and reviewed as a tab in the regular annual Job Description form and process.
- Others - you will find these and many other minor changes highlighted directly on the Standard Page.There are many other smaller changes that you will find within the Standard such as we no longer need you to collect W-9s from vendors (professional fee) expenses. Please review the Standard to see the many highlighted changes.
Please don't hesitate to contact your Program Team Liaison (listed at the bottom of this page) if you need help navigating the new policy, standard, or form.
What Do I Need To Do?
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