Sale!
2023 Clergy Tax Organizer (PDF)
2023 Clergy Tax Organizer (PDF) - Image 2
2023 Clergy Tax Organizer (PDF) - Image 3
2023 Clergy Tax Organizer (PDF) - Image 4
2023 Clergy Tax Organizer (PDF) - Image 5

2023 Clergy Tax Organizer (PDF)

From $45.00

2023 Clergy Tax Organizer (Fillable PDF)
Now available

Your PDF organizer will be available at the end of this enrollment process. Please use the following link if you need to access your organizer at a later date to review or print. 

NOTE: Just a friendly reminder, your tax material will need to be in our office by September 15, 2024, to guarantee completion by October 15, 2024.

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 2023 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.

NOTE: When uploading to the CyberCabinet, please upload only the final version of the organizer and do not upload duplicate documents or receipts.

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.

2023 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.

2023 Audit Protection
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.

Annual CyberCabinet Storage
CyberCabinet represents a virtual file cabinet that allows you to access, view, and upload documents in an instant—all in a secure environment. Our services include up to three years of cloud storage, but you can upgrade to unlimited tax document storage for a $99.00/year fee.

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.

 $45.00
 Original price was: $149.00.Current price is: $95.00.
 $99.00
Need help choosing the right solution?For more than 45 years, we’ve helped clergy and religious organizations with tax, payroll, bookkeeping and HR. Connect with an advisor for guidance tailored to your needs.
Schedule a Consultation →

Additional information

2022 Clergy Tax Organizer PDF - $45.00

Yes, No
Add 2022 Audit Protection - $95.00

Yes, No
Add 2023 Housing Allowance Guide - $4.95

Yes, No

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.

Related products