2014 Clergy Tax Organizer (PDF Download)
2014 Clergy Tax Organizer (PDF Download) - Image 2

2014 Clergy Tax Organizer (PDF Download)

$45.00

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 2014 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. In addition to the Clergy Tax Organizer, we also provide a state organizer. This organizer will assist you in gathering state information needed to prepare your current tax return. Please print and complete a state organizer for your resident state. If you lived in multiple states, please complete a state organizer for each state. The state organizer is essential and should be attached to your other tax material which can be mailed, faxed or uploaded to your CyberCabinet. The 2014 Clergy Tax Organizer and tax documents will need to be submitted to our office by March 15, 2015 to guarantee tax return completion by April 15, 2015. 

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Description

This 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. This gives you the ability to complete the organizer on your computer and return to us by email. So why not take a moment and order your organizer today. This organizer is compatible with PC or Mac computers.

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 online 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.

Click here to download your 2014 state organizer.

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

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.

To order the Clergy Tax Organizer booklet (hard copy) of this organizer, please click here.

Refund & Return Policy

We want you to be completely satisfied with your purchase. Please review our refund and return policy below. By placing an order through our store, you agree to these terms.

Physical Products

We gladly accept returns of eligible physical products, including books, CDs, and DVDs, within 7 days of purchase for a full refund.

To qualify for a refund, items must be returned in their original condition. Once your return is received and inspected, we will process your refund promptly.

Digital Products

Due to the nature of digital content, all digital product sales are final once the product has been downloaded, accessed, or delivered.

Digital products are non-refundable because:

  • Instant Access: Digital products are available immediately after purchase and cannot be physically returned.
  • Permanent Delivery: Once a digital file has been downloaded or accessed, access cannot be revoked, and the product remains in the customer’s possession.

Examples of digital products include downloadable PDFs, eBooks, audio files, video content, courses, and other digital resources.

Customer Satisfaction Guarantee

Your satisfaction is important to us. If you are not completely satisfied with your digital purchase, please contact our support team. In certain situations, we may offer an alternative downloadable product of equal or lesser value as a courtesy.

Contact Us

If you have questions regarding a return, refund, or exchange, please contact our customer support team at clientservices@clergyfinancial.com or (888) 421-0101. We are happy to assist you.

Thank you for shopping with us! We appreciate your trust and look forward to serving you.

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