New 2017 Clergy Tax Organizer

The new Clergy Tax Organizer will assist clergy in gathering and organizing their tax information to prepare the most accurate return. 

Each year we publish this organizer, which is designed to be used as a learning tool and reference guide. 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, PDF download or a booklet which is mailed to you. You will need to select the desired organizer in addition to downloading your state worksheet below. 

The Clergy Tax Organizer contains special pages associated with clergy income, housing, auto, professional expenses. We use this comprehensive organizer format to address the secular tax laws and the special tax laws designed for clergy.

All clergy must keep accurate records. The tax organizer does not replace your expense log. However, the Clergy Tax Organizer will help you categorize your year-end income and expenses. Plus, has all the questions that the IRS requires you to answer about housing, ministry mileage, professional expenses, travel, entertainment, and other expenses.

This Clergy Tax Organizer is your assurance that you won’t miss any important tax information and is the most comprehensive organizer available to clergy. The Internal Revenue Service has recognized this organizer as one of the most thorough available.

Due Dates

If you found yourself unable to meet the document deadline of March 15, 2018, you’ll first need to file an extension to avoid any potential late-filing or late payment penalties. Filing an extension will allow you to extend your filing deadline to October 15, 2018.

Learn how you can submit your extension request to Clergy Financial Resources. Once your request is submitted, we’ll file your extension and send you an email confirmation when your tax extension is accepted.

Submit your extension request

When your organizer and state worksheet are completed, please upload, mail, or fax your tax material to us along with all your supporting documents, i.e. W-2s, 1099 forms and any other record of income. Also, forward any forms and/or correspondence that you have received from the IRS, your state, and a copy of your 2016 tax return (if you have not done so previously).

Upload Documents Online: 
CyberCabinet 

Mail Documents:              
Clergy Financial Resources            
11214 86th Avenue N. 
Maple Grove, MN 55369

Fax Documents:
(800) 876-5101

Important: Standard email contains no security or encryption. Your messages and credentials can be read by anyone with access to the flow of information between your personal computer and your email service provider’s computer. To prevent identity theft, do not use standard email to transfer any tax information.

Clergy Tax Organizer Online

Screen Shot 2015-10-14 at 3.22.01 PM 2017 Clergy Tax Organizer (PDF Download)

Now available for download

Clergy Tax Organizer Online (PDF version) is the most popular format and is now available for download from the Internet. This organizer is an editable PDF which is saved and edited on your computer or printed and completed by hand. 

Required Software

In order to edit the PDF organizer on your computer, you will need the latest version of Adobe Reader. This product is a free download that lets you view, edit and print Adobe Portable Document Format (PDF) files. Click here to download the most current Adobe Reader.

Mac /Apple Computer

Mac users must not use Preview when completing their clergy tax organizer. Preview renders and saves data differently than Adobe Reader. It’s imperative users open & complete their organizer in Adobe Reader which will properly “encode/decode” PDF forms. This also will require users to ensure that Adobe Reader is their default program. The organizer must be saved to the desktop before editing.

Clergy Tax Organizer Booklet

Screen Shot 2015-10-14 at 3.22.01 PM  Clergy Tax Organizer Booklet (non-internet version)

Now shipping

Our 2017 Clergy Tax Organizers are designed to help you identify missing tax deductions and get more organized before your tax appointment. The tax organizer currently posted is for the 2017 tax year, although other years are available.

Clergy Tax Organizer Booklet (paper version) is mailed to you and completed by hand.  The organizer booklets will be shipping January 15, 2018.

There is a cost associated with ordering either organizer. However, when enrolled in our annual tax service, the organizer cost is applied as a deposit to your annual service and is not an additional cost.

 

State Worksheets

This state worksheet is required to complete your return and will help you collect and report the information needed to prepare your state return.

We suggest that you review the entire worksheet and answer all the questions that apply to you. If you need to include additional information, you may use the back of a worksheet or an additional page.

After completing your state worksheet, please upload, mail, or fax your Clergy Tax Organizer, state worksheet to us along with all your supporting documents

Screen Shot 2015-10-14 at 3.22.01 PM 2017 State Worksheets

Complimentary Organizer Webinar

Clergy Financial Resources would like to invite you to a webinar designed to teach the best method to complete the Clergy Tax Organizer. This is an Internet training webinar on selected organizer topics that features an in-depth discussion designed specifically to assist you in preparing your tax return.

Each webinar will be led by a clergy tax advisor and will last between 45 to 60 minutes based on the level of discussion during the session.

Registration: 

How to Complete the Clergy Tax Organizer 

Day/Time:

February and March dates available 

What You Will Learn:

• Best method to complete the organizer
• Ways to reduce your overall tax liability

Who Should Attend:

• New Clients
• Current Clients
• Clergy 
• Associate Pastors
• Youth Pastors
• Seminary Students

Prerequisite:

You must purchase the Clergy Tax Organizer prior to the webinar