Page History
...
- Stewardship Responsibility
- General Criteria for Determining a Permissible Expense
- Sufficient Funds
- Lack of Funding
- Order of Pay
- Remove or Denied Expense Requests
Submission RequestsSubmission Standards
- Submission Request Types
- Alternative Expense Submission Types
- Expense Submission Forms
- Submission Timeframe
- Payment Dates
- Submission Review and Approval
- Sufficient Funds
- Lack of Funding
- Order of Pay
- Remove or Denied Expense Requests
- Receipt Guidelines
Specific Guidance Standards by Expenses Expense Types
- Recurring Expenses - Ministry Expense (ME) Bonus, Monthly Phone Service
- Technology
- Travel
- Conferences, Retreats, and Mission Trips
- International Worker Expenses
- Licensed Counselor Expenses - for those who serve as a licensed counselor
- Office Expenses
- Other Ministry Expenses - Equipment, Continuing Education, Gifts, etc.
- Technology
- International Worker Expenses
- Licensed Counselor Expenses - For those who serve as a licensed counselorTravel
General Standards
Anchor Stewardship Stewardship
...
Reimbursement: Submission of expenses that qualify under IRS guidance as non-taxable reimbursable business expenses is are referred to as a “ Reimbursement. ” Please note that, although Reliant Reimbursements are processed in such a way that they are not included in the employee's taxable income, the employee bears ultimate responsibility for her/his income tax return(s), including the proper tax treatment of all payments received from Reliant, and should consult with her/his tax adviser as needed to determine the appropriate reporting and treatment of such payments.
Expense Recovery Bonus: Submissions requesting recovery of expenses that do not qualify for non-taxable reimbursement under IRS guidance are referred to as “Expense Recovery Bonus” or ERB. ERB payments take the form of a bonus which , which will be treated as additional taxable wages (compensation) for the field staff. Due to the fact that only paid employees can receive a taxable bonus, associates are not eligible to submit a request for an ERB or for any expense that has a taxable (ERB) component.
...
As with other taxable wages, estimated income taxes will be deducted from the employee's payroll for the item purchased and recovered using an ERB , based on the employee's current tax settings. To help offset the amount of tax that will be deducted, an automatic 25% bonus will be added to all ERB submissions. For example, an ERB submission for a $100 expense would result in an ERB of $125 to account for the estimated taxes associated with this taxable bonus. Employees may opt-out of the 25% bonus for estimated taxes by selecting to exclude the tax bonus in the expense submission.
| Note |
|---|
Key Change to the Standard: The bonus for estimated taxes has been increased to 25% (instead of the previous 20%). It is also now defaulted to automatically be added to the expense recovery bonus expense. In the past, the default was not to not add the bonus, and field staff had to check the box to request that it be added. |
Anchor Alternative Alternative
| Alternative | |
| Alternative |
Alternative Expense Submission Types
While most expense submissions by field staff will be in the form of either a Reimbursement or an ERB, there are several alternative means of recovering the cost of ministry expenses. They are listed in the drop-down below:
...
| UI Expand | ||
|---|---|---|
| ||
Receipts for Shared Expenses If a Reliant field staff pays an individual for a portion of an expense that requires a receipt (and the portion exceeds $75), he/she will need to submit two receipts. This includes both a copy of the original receipt with the full expense amount listed from the individual who collected the money and paid for the full expense, as well as a hand-written or mobile/banking app receipt for the portion paid to the individual. These two receipts provide Reliant with sufficient documentation of the transactions. The expense submission should include all details required for the hand-written or mobile/banking app receipts as detailed above. |
...
Standards by Expense Type
The summary guidance below for the specific standards by expense type is intended as both a table of contents and a quick reference guide for specific expense categories. Expenses below are Reimbursements unless otherwise stated as an Expense Recovery Bonus (ERB). Items not addressed in this guide could require approval from the supervisor and the Reliant reimbursement team. Please contact reimbursements@reliant.org with questions.
...
