| Church & Clergy Tax Forms |
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| Description | Source | ||
| 2012 Clergy Housing Form - New | Clergy Tax Law Short-Course | ||
| This form can be submitted to the church to allocate a housing/parsonage/manse allowance for 2011. | |||
| 2012 Church Accountable Reimbursement Plan - New | 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. |
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| Tax Guide for Church and Religious Organization - New | Publication 1828 | ||
| This tax guide looks at the benefits and responsibilities of churches and religious organizations under the federal tax law. |
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| Religious Exemption | Form 4361 | ||
| Examples of a variety of tax exemptions that clergy may be eligible for. | |||
| 4361 Religious Exemption Form | |||
| 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 | ||
| Understanding the 2010 Clergy W-2 form | Form W2 | ||
| A summary of what amounts to enter in each box of a clergy W-2. | |||
| 2010 Employee Withholding - New | W-4 Form | ||
| Complete this form so that your employer can withhold the correct federal income tax from your pay. |
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| Parsonage Compensation Package | Clergy Tax Law Short-Course | ||
| An example of a parsonage compensation package. | |||
| Housing Compensation Package | Clergy Tax Law Short-Course | ||
| An example of a housing compensation package. | |||
| 2011 Federal Estimated Payments | Form 1040ES | ||
| Estimated payment coupons used for federal tax quarterly payments. | |||
| 2010 W-2 instructions | |||
| Instructions from the IRS on how to fill out a W-2 form. | |||
| 2010 Filing Extension | Form 4868 | ||
| Form 4868 requests a six month filing extension for your federal income taxes. |
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| Installment Request | Form 9465 | ||
| For those that are having trouble making federal tax payments. Interest and penalties may still apply. |
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WEB
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2010 Clergy W-2 Sample | Form W2 | |
| This interactive worksheet will help simplify the preparation of Form W-2 for clergy. |
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| 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 |
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| 2010 IRS Clergy Publication - New | Publication 517 | ||
| IRS Publication 517 features Social Security and Other Information for Members of the Clergy and Religious Workers |
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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. |
To accomplish your church's mission and vision for ministry you need to effectively manage your church's finances |
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