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2014 Clergy Tax Organizer ®
Tax Preparation and Reference Guide


Online Version
Only $45.00

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  Now Available    
  Clergy Tax Organizer booklet      
  Download 2014 State Organizers    
How to Get Started

Thank you for selecting the Clergy Tax Organizer to assist you with preparation of your tax returns. The organzier will help clergy accumulate and summarize their tax information to prepare a more accurate return .

Each year we publish an organizer for clergy, which is designed to be used as a learning tool and reference guide. This organizer will assist you in gathering the information needed to prepare your current 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. You will need to select the desired organizer in addition to downloading your state(s) organizer.

Clergy Tax Organizer Online - NOW AVAILABLE

Clergy Tax Organizer Online (PDF version) 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 or printed and completed by hand. This gives you the ability to complete the organizer on your computer. So why not take a moment and order your organizer today.

Clergy Tax Organizer Booklet - NOW AVAILABLE

Clergy Tax Organizer booklet (non-internet version) which is mailed to you and completed by hand.

State Organizer - NOW AVAILABLE

2014 State Organizers

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 is not the same thing as an 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.

If you elect to use our Clergy Tax Service, the Clergy Tax Organizer is required to complete your tax return. The organizer fee will be applied against your annual service and is not an additional cost.

When your organizer is completed, please mail, fax or use File Exchange to forward your organizer to us along with all your 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 2012 tax return (if you have not done so previously). You

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.


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.

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



Standard training will be conducted by a clergy tax professional instructor delivered directly to you online live.

  • Take the course individually
  • Be assured that your course content is always up to date

Completing the Clergy Tax Organizer
1 pm EST ~ 12 pm CST ~ 11 am MST ~ 10 am PST
Clients: Free

Date   February 6, 2015
    February 13, 2015
    February 27, 2015
    March 6, 2015
    March 13, 2015
    March 20, 2015
    March 27, 2015

Time - 12:00 pm CST - 45-60 minutes
1 pm EST ~ 12 pm CST ~ 11 am MST ~ 10 am PST

What you will learn:

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• How to complete the organizer
• Ways to reduce your overall tax liability

Education level: Basic


Paying Online: You can order Clergy Tax Organizer Online today using our secure online registration and payment system. Click-on "Buy Now" and simply fill out the registration form and submit it. Your order will be processed automatically.

Credit Cards: We accept Visa, MasterCard. PayPal.

Satisfaction Guaranteed: If for any reason you are not satisfied with our service, we will provide a refund. We pledge to provide excellent products and services or your money back.