Discover the 2025 Clergy Tax Organizer
Now Available!
The Clergy Tax Organizer is offered in two formats: Clergy Tax Organizer Online and Clergy Tax Organizer (Fillable PDF).
Each year, we publish this organizer that serves as both a learning tool and reference guide. . It is designed to enhance the quality of our service and efficiency, while also assisting you in establishing effective record-keeping practices for the upcoming year.
Blog
October 15, 2026
Congress Passes the Clergy Act: A Second Chance at Social Security for Ministers
If you're a minister, you may have seen the headlines about a bill that could change the retirement picture for clergy. The good news is that there's no need to panic.Ministers who opted out of Social Security years ago may soon get a one-time chance to opt back in. On... Read More
October 15, 2026
Accountable Reimbursement Plans: A Year-End Tune-Up for Ministers and Churches
Ministry is full of out-of-pocket costs: driving to hospital visits, buying books for sermon preparation, attending a denominational conference, or picking up supplies for youth group. How the church handles those costs can make a real difference in what a minister owes at tax time. The best tool for the... Read More
October 15, 2026
Year-End Payroll Checklist: Preparing Your Pastor's W-2 the Right Way
For many church treasurers, the fourth quarter brings a familiar mix of budget meetings, Christmas planning and year-end giving statements. Tucked into that busy season is one task that deserves careful attention: preparing your minister's Form W-2. Because ministers live under a unique set of tax rules, a W-2 that... Read More
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Featured Products
One Person - Health Reimbursement Group
A One-Person Health Reimbursement Arrangement (HRA) is a powerful and tax-efficient way for churches—to cover healthcare costs while maximizing tax ...
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QSEHRA - Health Reimbursement Group
(For Churches and Organizations with Fewer Than 50 Employees and No Group Health Plan)
A Qualified Small Employer Health Reimbursement Arr ...
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ICHRA - HRA Plan Group
Health Reimbursement Arrangements (HRAs) are experiencing a strong resurgence as a preferred benefits strategy, offering greater flexibility, choice, ...
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Accountable Reimbursement Plan
An accountable reimbursement plan is a highly effective and tax-efficient way for churches to provide financial support to pastors and staff while mai ...
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2025 Clergy Tax Organizer (Internet based)
Friendly Reminder: To ensure the best chance of filing by October 15th, we strongly recommend su ...
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2026 Housing Allowance Guide
2026 Housing Allowance Guide
The “Housing Allowance Exclusion” allows Clergy to exclude a portion of their income from Feder ...
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2025 Clergy Tax Organizer (PDF)
Friendly Reminder: To ensure the best chance of filing by October 15th, we strongly recommend su ...
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New 2025 Audit Protection Plus
Audit Protection Plus – Peace of Mind for Just $125
New this year: Amendments are included! ...
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2025 Church & Clergy Tax Guide
Pre-Order your copy of the 35th Annual Church & Clergy Tax Guide! Shipping late January 2025.
Known as the most comprehensive, accurate yet eas ...
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Dependent Care Assistance Plan (IRC 129)
A Dependent Care Assistance Plan (DCAP) is a valuable, tax-advantaged benefit that allows churches to help pastors and staff cover the cost of qualify ...
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QuickBooks for Nonprofits & Churches: A Step-By-Step Guide to the Pro, Premier, and Nonprofit Versions
Just Released! Is your small nonprofit or house of worship trying to convert to QuickBooks but you are frustrated that it is too hard to learn? Cou ...
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Pro Advisor | Tax Support
Pro Advisor Enrollment
Researching a clergy tax issues on your own takes time and can leave you wondering if you've ...
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Pro Advisor | Payroll Support
Pro Advisor Enrollment
Researching a payroll issue on your own takes time and can leave you wondering if you've got ...
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