2022 Clergy Tax Organizer Booklet
2022 Clergy Tax Organizer Booklet
Available for shipping – January 15, 2023
Just a friendly reminder, your tax material will need to be in our office by March 15, 2023, to guarantee completion by April 15, 2023.
Each year Clergy Financial Resources publishes a Clergy Tax Organizer for clergy, which is designed to be used as a learning tool and reference guide. The organizer will assist you in gathering the information needed to prepare your 2022 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 contains special pages associated with clergy income, housing, auto, professional expenses, and everything else. We use this comprehensive organizer format to address the standard tax laws and the special tax laws designed for clergy. This comprehensive organizer is your assurance that you won’t miss any important tax information. This is the most comprehensive organizer available to clergy. The Internal Revenue Service has recognized this organizer as one of the most thorough available.
The Clergy Tax Organizer and state worksheet are required to complete your tax return. The cost of the organizer will be applied as a deposit against your tax service fees and is not an additional cost.
2022 State Worksheet
In addition to the Clergy Tax Organizer, we also provide a state worksheet. This worksheet will assist you in gathering the state information needed to prepare your current tax return. Please print and complete a state worksheet for your resident state. If you lived in multiple states, please complete a state worksheet for each state. The state worksheet is required and should be attached to your other tax material which can be mailed, faxed, or uploaded to your CyberCabinet.
2022 Audit Protection Plus
Clergy Financial Resources now offers Audit Protection Plus at a low rate of $95.00 per year, the regular $149.00. This insurance protects you from the large costs of tax return corrections, required correspondence, tax examinations by mail, and direct audits.
CyberCabinet Plus
CyberCabinet represents a virtual file cabinet that allows you to access, view, and upload documents in an instant—all in a secure environment. The CyberCabinet Mobile App is an extension of the CyberCabinet Plus. Now, the mobile app makes it even easier for you to access tax returns and other information while you’re on the go.
When uploading to the CyberCabinet, please upload only the final version of the organizer and do not upload duplicate documents or receipts.
2022 Clergy Tax Organizer Online
2022 Clergy Tax Organizer Online (BETA)
Nows Available
The new online organizer loads inside your browser allowing you to enter your information with ease.
Just a friendly reminder, your tax material will need to be in our office by March 15, 2023, to guarantee completion by April 15, 2023.
Each year Clergy Financial Resources publishes a tax organizer for clergy, which is designed to be used as a learning tool and reference guide. The organizer will assist you in gathering the information needed to prepare your 2022 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 contains special pages associated with clergy income, housing, auto, professional expenses, and everything else. We use this comprehensive organizer format to address the standard tax laws and the special tax laws designed for clergy. This comprehensive organizer is your assurance that you won’t miss any important tax information. This is the most comprehensive organizer available to clergy. The Internal Revenue Service has recognized this organizer as one of the most thorough available.
The Clergy Tax Organizer and state worksheets are required to complete your tax return. The cost of the organizer will be applied as a deposit against your tax service fees and is not an additional cost.
2022 State Worksheet
In addition to the Clergy Tax Organizer, we also provide a state worksheet. This worksheet will assist you in gathering the state information needed to prepare your current tax return. Please print and complete a state worksheet for your resident state. If you lived in multiple states, please complete a state worksheet for each state. The state worksheet is required and should be attached to your other tax material which can be mailed, faxed, or uploaded to your CyberCabinet.
2022 Audit Protection Plus
Clergy Financial Resources now offers Audit Protection Plus at a low rate of $95.00 per year, the regular $149.00. This insurance protects you from the large costs of tax return corrections, required correspondence, tax examinations by mail, and direct audits.
CyberCabinet Plus
CyberCabinet represents a virtual file cabinet that allows you to access, view, and upload documents in an instant—all in a secure environment. The CyberCabinet Mobile App is an extension of the CyberCabinet Plus. Now, the mobile app makes it even easier for you to access tax returns and other information while you’re on the go.
When uploading to the CyberCabinet, please upload only the final version of the organizer and do not upload duplicate documents or receipts.
2022 Clergy Tax Organizer (PDF)
2022 Clergy Tax Organizer (Fillable PDF)
Now Available
Just a friendly reminder, your tax material will need to be in our office by March 15, 2023, to guarantee completion by April 15, 2023.
Each year Clergy Financial Resources publishes a tax organizer for clergy, which is designed to be used as a learning tool and reference guide. The organizer will assist you in gathering the information needed to prepare your 2022 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 contains special pages associated with clergy income, housing, auto, professional expenses, and everything else. We use this comprehensive organizer format to address the standard tax laws and the special tax laws designed for clergy. This comprehensive organizer is your assurance that you won’t miss any important tax information. This is the most comprehensive organizer available to clergy. The Internal Revenue Service has recognized this organizer as one of the most thorough available.
This is the most popular format and is available for immediate download from the Internet. This organizer is an editable PDF that is saved and edited on your desktop. This gives you the ability to complete the organizer on your computer. So why not take a moment and order your organizer today. This organizer is compatible with PC or Mac computers.
The Clergy Tax Organizer and state worksheet are required to complete your tax return. The cost of the organizer will be applied as a deposit against your tax service fees and is not an additional cost.
2022 State Worksheet
In addition to the Clergy Tax Organizer, we also provide a state worksheet. This worksheet will assist you in gathering the state information needed to prepare your current tax return. Please print and complete a state worksheet for your resident state. If you lived in multiple states, please complete a state worksheet for each state. The state worksheet is required and should be attached to your other tax material which can be mailed, faxed, or uploaded to your CyberCabinet.
2022 Audit Protection Plus
Clergy Financial Resources now offers Audit Protection Plus at a low rate of $95.00 per year, the regular $149.00. This insurance protects you from the large costs of tax return corrections, required correspondence, tax examinations by mail, and direct audits.
CyberCabinet Plus
CyberCabinet represents a virtual file cabinet that allows you to access, view, and upload documents in an instant—all in a secure environment. The CyberCabinet Mobile App is an extension of the CyberCabinet Plus. Now, the mobile app makes it even easier for you to access tax returns and other information while you’re on the go.
When uploading to the CyberCabinet, please upload only the final version of the organizer and do not upload duplicate documents or receipts.
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. Download the most current Adobe Reader. Mac users will need to download Adobe Reader to save and edit. Preview on Mac computers is not compatible.
2023 Church & Clergy Tax Guide
Find comprehensive help understanding United States tax laws as they relate to pastors and churches with Richard Hammar’s 2023 Church & Clergy Tax Guide. Tax law in general is highly complex and ever-changing. Add to that the many unique rules that apply to church and clergy and you’re set up for a challenging task that requires an expert’s guidance. The guide helps clergy:
- Prepare 2022 tax returns
- Understand tax laws
- Correctly report federal income taxes and social security taxes
- Distinguish relevant exemptions
- Reduce tax liability
The guide helps church treasurers, board members, bookkeepers, attorneys, CPA,s and tax practitioners:
- Navigate the CARES ACT
- Define “income” for the church
- Handle and report employee business expenses
- Understand the substantiation rules that apply to charitable contributions and designated contributions
- Grasp federal tax reporting requirements that apply to churches and church employees
Beyond helping prepare annual tax returns ministers, churches, and their advisers find the guide indispensable throughout the year with in-depth coverage on:
- Charitable contributions
- Clergy retirement plans
- Social Security taxes
- Church reporting requirements
- Housing allowance
- Business-expense reimbursements
Known as the most comprehensive, accurate yet easy-to-understand tax guide available for church leaders you will find yourself regularly referencing key topics, charts, sample forms, and real-life illustrations for all your tax and legal questions.
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Clergy Housing Allowance
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What Does Clergy Dual Status Mean?
What Does Clergy Dual Status Mean? Under federal law, most ministers have dual tax status. Dual tax status means a minister is an employee of the church for federal income tax purposes, and self-employed for Social Security and Medicare taxes. For ministers, wages are reported in two different ways: Federal Income Tax = Employee status…
What Are Credits and Deductions For Tax Purposes?
What Are Credits and Deductions For Tax Purposes? Tax documents are currently arriving in mailboxes and inboxes, reminding us all that tax season is rapidly approaching. A recent blog article discussed the subject of what is income for tax purposes. This article will give a brief and broad overview of what credits and deductions are…
What is Considered Income For Tax Purposes?
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2022 Church & Clergy Tax Guide
2022 Church & Clergy Tax Guide – Pre-Orders Today! The expected release date is Jan 31st, 2022 Find comprehensive help understanding United States tax laws as they relate to pastors and churches with Richard Hammar’s 2022 Church & Clergy Tax Guide. Tax law in general is highly complex and ever changing. Add to that the many unique rules…