"Type of Plan" is a required field.
"Your Name (First/Last)" is a required field.
"Your Address - City/State/Zip" is a required field.
"Your Phone Number" is a required field.
"Your E-mail Address" is a required field.
"Employer/Church Name" is a required field.
"Employer/Church Name" is a required field.
"Employer Address - City/State/Zip" is a required field.
"Employer Phone" is a required field.
"Federal ID Number" is a required field.
"State of Incorporation" is a required field.
"Number of Employees" is a required field.
"Plan Administrator (First/Last Name)" is a required field.
"Effective Date" is a required field.
"Eligible Requirements (Employee Work More than _____ hours per week)" is a required field.
"Waiting Period (Employees are eligible the first day of the month coinciding with or next following ____ consecutive days of employment)" is a required field.
"$1,000" is a required field.
"$2,500" is a required field.
"$3,500" is a required field.
"$5,000" is a required field.
"$7,500" is a required field.
"Other(List Below)" is a required field.

Clergy W-2 Kit (2026 Tax Year)

Name: Clergy W-2 Kit (2026 Tax Year)
SKU: 33094
Availability: InStock

$24.95

Instant download: PDF guide + Excel workbook

CLERGY W-2W-2CTAX YEAR 2026

A step-by-step guide and workbook that show churches exactly how to complete a minister’s W-2, with worked examples, an error check and a year-end checklist.

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 →

Description
Refund & Return Policy

Description

What’s inside

Everything a church treasurer or payroll administrator needs to get a minister’s W-2 right the first time.

Box-by-box guide

What goes in boxes 1 through 14 for a minister, including housing allowance, Box 14 reporting and what stays off the W-2.

Worked examples

Three filled-in examples: a parsonage pastor, a pastor with a cash housing allowance and voluntary withholding, and a pastor with a 403(b).

Excel workbook

Enter pay, housing and benefits for up to six employees. The workbook fills in every box, checks for errors and totals your W-3.

Mistakes and corrections

The most common clergy W-2 errors, how to fix them with a W-2c, and a year-end checklist to stay on track.

Included with your download

Clergy W-2 Kit guide (PDF)Clergy W-2 workbook for up to six employees (Excel)2026 figures: W-2s due February 1, 2027

Rather have us file them?

We prepare and file your church’s W-2s, W-2c corrections and 1099s, correctly reported for clergy.

W-2 and 1099 filing, $69 per formW-2c corrections, $89 per formHR & Payroll Support

Common questions

Who is this kit for?

Church treasurers, bookkeepers and payroll administrators who prepare W-2s for pastors and church staff.

Does it work with my payroll software?

Yes. The guide includes setup notes for QuickBooks Online, Gusto and ADP, so a minister’s pay is reported correctly from the start.

Which tax year does it cover?

Tax year 2026, for W-2s due February 1, 2027.

I’d rather talk to someone.

Email clientservices@clergyfinancial.com or call (888) 421-0101.

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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Clergy W-2 Kit (2026 Tax Year)

Description