2021 Clergy Tax Organizer (Fillable PDF)
2021 Clergy Tax Organizer (Fillable PDF)
Download Now Available
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 2021 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.
2021 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.
2021 Clergy Tax Organizer Booklet
Coming Soon – Shipping on January 15, 2022
COVID-19 has caused a variety of delays within our industry and the Internal Revenue Service. Our staff is working to provide you with the highest customer service available. Thank you for your patience and understanding.
Just a friendly reminder, if you found yourself unable to meet the document deadline of March 15, 2022, or unable to complete your 2021 federal tax return by the April deadline, you’ll first need to file an extension with the IRS to avoid any potential late-filing or late payment penalties.
Submit your request for an extension
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 2021 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.
Click here – If you want to download the Clergy Tax Organizer
2021 State Worksheet – download here
In addition to the Clergy Tax Organizer, we also provide a state worksheet. This worksheet will assist you in gathering 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.
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.
2021 Audit Protection Plus
Learn more about Audit Protection Plus
2016 Church & Clergy Tax Guide
Now Shipping
Find comprehensive help understanding United States tax laws as they relate to pastors and churches with Richard Hammar‘s 2016 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
Webinar – Clergy Tax Return Basics
Clergy Financial Resources would like to invite you to a webinar designed to teach the basic method of completing a clergy tax return. The webinar is designed for clergy who are interested in recognizing new ways to minimize their own tax liability, in addition to, gaining a better understanding of the current tax laws that affect clergy today. Each webinar will be led by a clergy tax professional and will last between 45 to 60 minutes based on the level of discussion during the session.
Time: One-to-One | Contact Office To Schedule
Topics: Clergy Tax Return Basics
Who Should Attend:
• Clients
• Clergy
• Associate Pastors
• Youth Pastors
What You Will Learn:
• Review common clergy tax return errors
• Review a clergy tax return
• How to report clergy income
• Calculate self-employment income
• Understand IRC 265
• How to report honorariums
• employee vs self-employed
• Clergy dual filing status
• Taxable income
• Housing/parsonage allowance
• Reimbursement plans
• Professional expenses
• Tax Record Keeping
• Ways to reduce your overall tax liability
• and more…
Education level: Basic
If you would like to register more than one individual for this webinar, please enter the correct number of participants in the quantity box below, e.g. 2=two person, 3=three people, etc.
Schedule Webinar Training:
You can schedule your one-on-one by contacting our office directly to coordinate a convenient time
Clergy Financial Resources
Tax I Payroll I Bookkeeping I HR
11214 86th Avenue N.
Maple Grove, MN 55369
Tel: 1 (888) 421.0101
Fax: 1 (888) 876.5101
2017 Church and Clergy Tax Guide
Find comprehensive help understanding United States tax laws as they relate to pastors and churches with Richard Hammar‘s 2017 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
Webinar – Building Clergy Compensation Packages
Clergy Financial Resources would like to invite you to a webinar designed to teach the best method of building your compensation package. The webinar is designed for clergy who are interested in recognizing new ways to minimize their own tax liability, in addition to, gaining a better understanding of the current tax laws that affect clergy today. Each webinar will be led by a clergy tax professional and will last between 45 to 60 minutes based on the level of discussion during the session.
Time: One-to-One | Contact Office To Schedule
Topics: Building your Clergy Compensation Package
Who Should Attend:
• Clergy
• Associate Pastors
• Youth Pastors
• Seminary Students
• Lay Leaders
• Church Employees
What You Will Learn:
• How to build your salary package
• Allowance vs. Reimbursement
• Auto Expenses
• Professional Expenses
• Housing/Manse/Parsonage
• Ways to reduce your overall tax liability
• and more…
Education level: Basic
If you would like to register more than one individual for this webinar, please enter the correct number of participants in the quantity box below, e.g. 2=two person, 3=three people, etc.
2018 Church & Clergy Tax Guide
NOW AVAILABLE
Find comprehensive help understanding United States tax laws as they relate to pastors and churches with Richard Hammar’s 2018 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.
2017 Clergy Tax Organizer Booklet
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 2017 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 is 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.
State Worksheet
In addition to the Clergy Tax Organizer, we also provide a state worksheet. This worksheet will assist you in gathering 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.
Download your 2017 state worksheet to download, click here
Clergy Tax Organizer Online (Editable PDF)
Do you want to download the Clergy Tax Organizer Online? click here
Audit Protection Plus
2017 Audit Protection Plus, click here
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
.
If uploading to CyberCabinet, please upload the final version of the organizer to avoid duplicate uploads.
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 got the right answer. Turn to Clergy Financial Resources to save time, get the correct answers.
Our professional advisors can sort out the complexity of clergy tax law. We will research and answer your questions and do all the tedious work that eats up your valuable time.
Most callers want answers to specific questions. Some already know the answer and just want verification, while others want guidance on where to look for clarification on what they are reading. We can provide just what you’re looking for.
Please select one of the following support services, standard or premium support.
Our standard support is designed for individuals looking for a quick answer via telephone. This standard service is available at a rate of $75.00 per 30-minute session.
Our premium support is designed for individuals looking for a detailed email answer. This premium service is available at a rate of $185.00 per 1-hour session.
Schedule Appointment
After submitting your enrollment, please schedule a phone appointment using the link below or feel free to contact us. The meeting scheduler will display an up-to-date calendar and let you pick a convenient time. We will contact you at the scheduled time with the phone number provided.
2019 Church & Clergy Tax Guide
NOW SHIPPING
Find comprehensive help understanding United States tax laws as they relate to pastors and churches with Richard Hammar’s 2019 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.