How to Set Up Housing Allowance (Cash)

This tutorial shows how to set up Housing Allowance (Cash) inside Payroll Mate® software.

Clergy Housing (Cash) is a payment that is made to a duly ordained minister as a rental allowance for a house, furnishings, utilities, etc. These types of payments are typically exempt from income tax but subject to self-employment tax (calculated and paid by the minister) and will affect the net pay.

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Summary of Steps

This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots.

  • Click → Company from shortcuts
  • Click → Income Categories
  • Click → Add
  • Enter Title for income
  • Select Pay Type from dropdown menu
  • Enter W2 Box 14 Abbreviation
  • Review/Edit Taxes or Deductions applied as needed (Note: Clergy Housing (Cash) is included in net pay. Typically, this income will be exempt from the following: Federal income tax, Social Security, Medicare, and Federal Unemployment.)
  • Click → OK

You will need to apply the housing allowance (cash) income to each employee as needed

  • Click → Employees from shortcuts
  • Select an employee from the list
  • Click → Edit
  • The Modify Employee Wizard will open, Click → Next until you are on the Incomes page
  • Checkmark to select Housing Allowance Cash income and enter amount as applicable
  • Click → Next until you reach the end of the wizard
  • Click → Finish to save
  • Repeat employee steps for each applicable employee

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