2021 Clergy Tax Organizer (Fillable PDF)

$45.00 - $144.95

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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.

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.

Click here – If you want to download the Clergy Tax Organizer Booklet

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.

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 Audit Protection Plus
Learn more about Audit Protection Plus

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We have unparalleled expertise on the complex issues associated with taxes, payroll, HR, and bookkeeping solutions for clergy and religious organizations. No matter where you reside, we are available to serve you. Your solution starts here!

We’re pleased to offer you multiple ways to get in touch with us. Let us help match your needs with our innovative services.

For more information or if you need additional assistance, please use the contact information below.

Clergy Financial Resources
11214 86th Avenue N.
Maple Grove, MN 55369

Tel: 763.425.8778 
Fax: 888.876.5101
Email: cfr@clergyfinancial.com

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