Each year Clergy Financial Resources publish a tax organizer for clergy, which is designed to be used as a learning tool and reference guide. The organizer will assist you in gathering the information needed to prepare your 2012 tax return. We do this to provide you with better and faster service, but also to get you started with sound record keeping practices for the following year.
The Clergy Tax Organizer is available in two formats:
Clergy Tax Organizer booklet (non-internet version) which is mailed to you and completed by hand.
Clergy Tax Organizer Online
is the most popular format and is available for immediate download from the Internet. This organizer is an editable PDF which is saved and edited on your desktop. This gives you the ability to complete the organizer on your computer and return to us by email.
The Clergy Tax Organizer contains special pages associated with clergy income, housing, auto, professional expenses and everything else. We use this comprehensive organizer format to address the standard tax laws and the special tax laws designed for clergy.
This comprehensive organizer is your assurance that you won't miss any important tax information. This is the most comprehensive organizer available to clergy.
Click here to download your 2012 state organizer
If you elect to use our Clergy Tax Preparation service, the Clergy Tax Organizer is required to complete your tax return. The organizer fee will be applied against your tax preparation charge and is not an additional cost.
To download the Clergy Tax Organizer Online (Internet version) of this organizer, please
This product was added to our catalog on Tuesday 13 March, 2007.