2025 TAX YEAR · CLIENT GUIDE
2025 State Worksheets
The State Worksheet captures state-specific information and recent tax law changes that may affect your return. Completing it helps ensure your state return is prepared accurately and that all applicable deductions, credits, and filing requirements are properly addressed.
The State Worksheet is required for all clients filing a state tax return. Failure to provide the worksheet may delay the preparation of your return or require additional follow-up to obtain missing information.
Complete a State Worksheet for your resident state
- If you lived in only one state during the tax year, complete the worksheet for that state.
- If you lived in more than one state during the year, complete a separate State Worksheet for each state in which you resided.
- Be sure to indicate the dates you lived in each state.
- Include any state-specific income, withholding, or tax payments associated with each state.
Review the worksheet carefully before submitting it
- Answer all applicable questions.
- Provide complete and accurate information to avoid delays in processing your return.
Submit the completed State Worksheet with your tax documents
The State Worksheet is a required part of your tax filing package and must be submitted along with:
- Your completed Clergy Tax Organizer
- Copies of all relevant tax forms (W-2s, 1099s, K-1s, etc.)
- Any supporting documentation related to deductions, credits, or state-specific tax items
Choose your state
Click your state to open its 2025 worksheet (PDF). Lived in more than one state? Download a worksheet for each.
How to send your completed worksheet
Upload to your CyberCabinet
The fastest and most secure way to send your worksheet and tax documents.
Fax your documents
Mail your documents
Clergy Financial Resources11214 86th Avenue N.Maple Grove, MN 55369
Questions about your state return?
Our team is happy to help. Call (888) 421-0101, or see our guide to organizing your documents before you upload.