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2014 Clergy Housing Guide

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Clergy Tax Forms


 
       
    Description Source
       
  pdf Housing Allowance Form Clergy Tax Law Short-Course
    This form can be submitted to the church to allocate a housing/parsonage/manse allowance.  
       
    Church Accountable Reimbursement Plan Clergy Tax Law Short-Course
    The Church Accountable Reimbursement Plan is intended to
assist churches and organizations in establishing and maintaining
accountable reimbursement policies for their clergy and staff.
 
       
  pdf Tax Guide for Church and Religious Organization Publication 1828
    This tax guide looks at the benefits and responsibilities of churches
and religious organizations under the federal tax law.
 
       
  pdf Religious Exemption Form 4361
    Examples of a variety of tax exemptions that clergy may be eligible for.  
    4361 Religious Exemption Form  
       
  pdf Change of Address Form - New Form 8822
    Notify the IRS of a change of address.  
       
  WEB IRS Publications Online  
    An complete index of IRS tax publications. IRS
       
 
WEB
Free IRS Publications  
    IRS tax publications affecting church and clergy.. IRS
       
  pdf Understanding the Clergy W-2 form Form W2
    A summary of what amounts to enter in each box of a clergy W-2.  
       
 
pdf
W4 Form - Employee Withholding W-4 Form
    Complete this form so that your employer can withhold the correct
federal income tax from your pay.
 
       
 
pdf
Parsonage Compensation Package Clergy Tax Law Short-Course
    An example of a parsonage compensation package.
       
  pdf Housing Compensation Package Clergy Tax Law Short-Course
    An example of a housing compensation package.
       
 
pdf
Federal Estimated Payments Form 1040ES
    Estimated payment coupons used for federal tax quarterly payments.  
       
 
pdf
W-2 instructions  
    Instructions from the IRS on how to fill out a W-2 form.  
       
 
pdf
Filing Extension Form 4868
    Form 4868 requests a six month filing extension for your federal
income taxes.
 
       
 
pdf
Installment Request Form 9465
    For those that are having trouble making federal tax payments.
Interest and penalties may still apply.
 
       
 
WEB
Clergy W-2 Sample Form W2
    This interactive worksheet will help simplify the preparation of
Form W-2 for clergy.
 
       
  pdf Clergy Return Example - New Clergy Tax Law Short-Course
    An example of a clergy federal income tax return including:
Form 1040, Schedule A, Schedule C, Schedule SE, Form 2106
 
       
  pdf IRS Clergy Publication - New Publication 517
    IRS Publication 517 features Social Security and Other Information
for Members of the Clergy and Religious Workers
 
       
    Church Organization: Do's and Don't  
     

 

2014 CLERGY TAX & PAYROLL WEBINARS

Building your 2014 Salary Package Completing the 2013 Clergy Tax Organizer
Church Payroll Reporting for 2014 How to prepare 2013 Clergy W-2 Forms
Clergy Tax Return Basics for 2014 Optimize your Housing Allowance
Clergy Tax Law Short-Course Principles of Compensation Planning for Clergy
    Understanding Clergy Professional Expenses and Reimbursement Plans

 

2014 CHURCH & CLERGY TAX PRODUCTS

 
 
 
2014 Church & Clergy Tax Guide
2014 Compensation Handbook for Churches
QuickBook for Churches
 
Presale - available January 2014
Richard Hammar
Now Available
Now Available
Lisa London
 
 
Get a better understanding of
U.S. tax laws as they relate to
pastors and churches with the
Church & Clergy Tax Guide
Every church and its employees
want to feel confident that
their compensation plan is
reasonable and fair.
The Accountant Beside You, walks you through QuickBooks for your church from start to finish, always with examples, terminology, and understanding of what a busy church administrator needs to know in a clear, concise style.
       
       
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