Logo W-2 Data Sheet      
       
     

Please complete the information below based on your payroll sheets for each clergy or secular employee. Your
W-2s will be prepared primarily from the data below. We will contact you for additional information.

If you need additional help, we have several convenient ways to assist you.

  1. Click here and complete the request form and a clergy tax advisor will contact you.
  2. Click here to get immediate help on any products or services.
  3. Schedule an appointment with us online!

For more information or if you prefer to make an appointment over the phone or need additional assistance, please contact us at 763.425.8778 or cfr@clergytaxnet.com.

Thank you

Please complete the information below for clergy or secular employees.
   
  W2 Form 1099 Form  
   
Federal ID Number We will contact you for this information - EIN 00-0000000
State ID Number We will contact you for this information
Church Name:
Address:
City, State Zip:
   
   
Social Security Number: We will contact you for this information - SSN 000-00-0000
Employee's Name:
Address:
City, State Zip:
 
 
Income Worksheet  
Base Compensation:
Gifts from Church:
Bonus from Church:
Social Security Allowance:
Auto Allowance :
(paid each payday)
Professional Allowance:
(paid each payday)
Student Loan Payments:
Other
Other
Other
Other
 
 
Taxes Withheld  
Federal Income Tax Withheld:
Social Security Tax Withheld:
Medicare Tax Withheld:
State Tax Withheld:
Local Tax Withheld:
Localty Name: (If applicable)
 
 
Housing (Complete only the section that applies)
Clergy Housing: Own
Housing/Manse Designation:
   
Clergy Housing: Parsonage/Manse
Fair Rental Value of Parsonage:
Utilities Paid by the Church:
Parsonage Allowance:
   
Clergy Housing: Rent
Housing/Manse Designation:
   
   
Other Information  
Health Saving Account (HSA):
(paid by the church)
403B Contributions:
Dependent Care Benefits:
Retirement Plan:
Other
Other
   
   
Prepared By:
Billing Name
Address
City, State Zip
Church/Office Telephone:
Email:
Information Verified: (The information above is consistence with the 941 reports, if applicable)
Questions or Comments:

 

Clergy Financial Resources
9653 Trillium Court N.
Champlin, MN 55316
Tel: 763.425.8778
Fax: 762.421.6875
Email: cfr@clergytaxnet.com