Treasurer/Bookkeeper

Continuing education for ministry leaders
Treasurer/Bookkeeper
Weekly Lessons, created and written by Richard R. Hammar, J.D., LL.M., CPA, give you a basic legal overview of essential topics based on staff or volunteer positions within a church.

Previous Lessons

This Week's LessonWeek of July 21

Proof of Tax-Exempt Status

Introduction

This week we turn our attention to proof of tax-exempt status. Start by completing the following quiz. Then review the Executive Summary for the key points on this topic, or read the Weekly Lesson for a complete discussion of this topic.

Molly is audited by the IRS, and a deduction she claimed for charitable contributions to her church is questioned. The IRS agent asks her to provide proof that her church is tax-exempt. She asks the church treasurer for assistance, but he does not know how to help her.

Weekly Quiz

Instructions Click on the correct answer for each of the following questions.

Executive Summary

Church treasurers may be asked to provide proof of their church's tax-exempt status for a number of reasons. In this week's lesson, we will address how this issue arises, and how church treasurers can respond.

Weekly Lesson

Churches may be asked to "prove" their tax exempt status for a number of reasons. For example, a church member is audited by the IRS, and her deduction for contributions she made to the church are questioned. The IRS asks the member for proof that her church is tax-exempt. She asks the church treasurer for help. Churches also may be asked for proof of exemption from sales taxes when making purchases. As a church treasurer, how do you respond to these kinds of requests?

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