2016 Clergy Tax Organizer – (PDF Download)


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 2016 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. If uploading to CyberCabinet, please upload the final version of the organizer to avoid duplicate uploads.

The 2016 Clergy Tax Organizer and tax documents will need to be submitted to our office by March 15, 2017 to guarantee tax return completion by April 15, 2017. 



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 2016 state organizer. click here.

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.

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