2025 Clergy Tax Organizer Online
Friendly Reminder: To ensure the best chance of filing by April 15th, we strongly recommend submitting your organizer and supporting documents by the first week of March. Â Submitting early allows for smoother processing, as returns are prepared once all required documents are received. Later submissions may need to be filed with an extension.
2025 Clergy Tax Organizer (Web-based)
The new online organizer loads inside your browser allowing you to enter your information with ease. Your online 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, edit, or print.
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 toward your tax service fees and is not an additional charge.
Each year, Clergy Financial Resources publishes the Clergy Tax Organizer as both a learning tool and a reference guide for clergy. This organizer is designed to help you gather all the necessary information to prepare your 2025 tax return. By using the organizer, we can provide you with faster, more accurate service while also helping you establish sound record-keeping practices for the year ahead.
The Clergy Tax Organizer includes dedicated sections for clergy income, housing, auto, professional expenses, and more. This comprehensive format addresses both standard tax laws and the unique provisions designed specifically for clergy, ensuring you don’t miss any important tax details. Recognized by the IRS as one of the most thorough resources available, this organizer is the most complete and widely used tool for clergy tax preparation.
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.
Your PDF organizer will be available at the end of the enrollment process. If you need to access your organizer later for review or printing, please use the following link.
Important: When uploading to the CyberCabinet, upload only the final version of your organizer. Please do not submit duplicate documents or receipts.
2025 State WorksheetÂ
In addition to the Clergy Tax Organizer, we provide a State Worksheet to help you gather the state-specific information needed for your tax return. Please print and complete a worksheet for your resident state. If you lived in multiple states during the year, complete a worksheet for each state.
The State Worksheet is required and should be submitted along with your other tax materials. You may mail, fax, or securely upload these documents to your CyberCabinet.
New 2025 Audit Protection
Clergy Financial Resources offers Audit Protection Plus at a special rate of $125 per year (regularly $199). This coverage protects you from the high costs associated with tax return corrections, required correspondence, mail-based tax examinations, and direct audits. The new Audit Protection Plus includes current-year amendments.
Advanced Tax Planning Package
Whether you’re running a business, managing a non-profit, or navigating your personal tax situation, proactive planning is the key to minimizing liabilities and maximizing opportunities.
- Business Owners: Optimize deductions, manage cash flow, and prepare for growth with confidence.
- Non-Profits: Ensure compliance, protect your mission, and make the most of every dollar.
- Individuals: Anticipate income changes, reduce tax burdens, and gain peace of mind.
What You’ll Get
- One-on-one consultation tailored to your unique financial landscape.
- Expert strategies to anticipate changes and reduce tax liability.
- Flexible packages starting at $250 for a one-hour session, with additional time available as needed.
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 for only for a $99.00/year fee.
2025 Clergy Tax Organizer Online
2025 Clergy Tax Organizer Online
Available January 1, 2025
The new online organizer loads inside your browser allowing you to enter your information with ease.
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 2025 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.
The Clergy Tax Organizer and state worksheets 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.
2025 State WorksheetÂ
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.
2025 Audit Protection
Clergy Financial Resources now offers Audit Protection Plus at a low rate of $125.00 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.
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.
2025 Clergy Tax Organizer (PDF)
Friendly Reminder: To ensure the best chance of filing by April 15th, we strongly recommend submitting your organizer and supporting documents by the first week of March. Â Submitting early allows for smoother processing, as returns are prepared once all required documents are received. Later submissions may need to be filed with an extension.
2025 Clergy Tax Organizer (Fillable PDF)
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 toward your tax service fees and is not an additional charge.
Each year, Clergy Financial Resources publishes the Clergy Tax Organizer as both a learning tool and a reference guide for clergy. This organizer is designed to help you gather all the necessary information to prepare your 2025 tax return. By using the organizer, we can provide you with faster, more accurate service while also helping you establish sound record-keeping practices for the year ahead.
The Clergy Tax Organizer includes dedicated sections for clergy income, housing, auto, professional expenses, and more. This comprehensive format addresses both standard tax laws and the unique provisions designed specifically for clergy, ensuring you don’t miss any important tax details. Recognized by the IRS as one of the most thorough resources available, this organizer is the most complete and widely used tool for clergy tax preparation.
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.
Your PDF organizer will be available at the end of the enrollment process. If you need to access your organizer later for review or printing, please use the following link.
Important: When uploading to the CyberCabinet, upload only the final version of your organizer. Please do not submit duplicate documents or receipts.
2025 State WorksheetÂ
In addition to the Clergy Tax Organizer, we provide a State Worksheet to help you gather the state-specific information needed for your tax return. Please print and complete a worksheet for your resident state. If you lived in multiple states during the year, complete a worksheet for each state.
The State Worksheet is required and should be submitted along with your other tax materials. You may mail, fax, or securely upload these documents to your CyberCabinet.
New 2025 Audit Protection
Clergy Financial Resources offers Audit Protection Plus at a special rate of $125 per year (regularly $199). This coverage protects you from the high costs associated with tax return corrections, required correspondence, mail-based tax examinations, and direct audits. The new Audit Protection Plus includes current-year amendments.
Advanced Tax Planning Package
Whether you’re running a business, managing a non-profit, or navigating your personal tax situation, proactive planning is the key to minimizing liabilities and maximizing opportunities.
- Business Owners: Optimize deductions, manage cash flow, and prepare for growth with confidence.
- Non-Profits: Ensure compliance, protect your mission, and make the most of every dollar.
- Individuals: Anticipate income changes, reduce tax burdens, and gain peace of mind.
What You’ll Get
- One-on-one consultation tailored to your unique financial landscape.
- Expert strategies to anticipate changes and reduce tax liability.
- Flexible packages starting at $250 for a one-hour session, with additional time available as needed.
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 for only for a $99.00/year fee.
2025 Clergy Tax Organizer (PDF)
2025 Clergy Tax Organizer (Fillable PDF)
Available January 1, 2026
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.
Friendly Reminder: To ensure the completion of your return by the April 15th deadline, please upload your organizer, state worksheet, and other supporting documents to your CyberCabinet by March 13th at 5 PM (Central).Â
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 2025 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.
2025 State WorksheetÂ
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.
2025 Audit Protection
Clergy Financial Resources now offers Audit Protection Plus at a low rate of $125.00 per year, the regular $199.00. This insurance protects you from the large costs of tax return corrections, required correspondence, tax examinations by mail, and direct audits.
Why Choose Advanced Tax Planning?
Whether you’re running a business, managing a non-profit, or navigating your personal tax situation, proactive planning is the key to minimizing liabilities and maximizing opportunities.
- Business Owners: Optimize deductions, manage cash flow, and prepare for growth with confidence.
- Non-Profits: Ensure compliance, protect your mission, and make the most of every dollar.
- Individuals: Anticipate income changes, reduce tax burdens, and gain peace of mind.
What You’ll Get
- One-on-one consultation tailored to your unique financial landscape.
- Expert strategies to anticipate changes and reduce tax liability.
- Flexible packages starting at $250 for a one-hour session, with additional time available as needed.
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.
2024 Clergy Tax Organizer (PDF)
2024 Clergy Tax Organizer (Fillable PDF)
Now Available
NOTE: Just a friendly reminder, your tax material will need to be in our office by March 15, 2025, to guarantee completion by April 15, 2025.
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 2024 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.
2024 State WorksheetÂ
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.
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.
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.
2024 Clergy Tax Organizer PDF (non-tax client)
2024 Clergy Tax Organizer (Fillable PDF)
Available January 1, 2025
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 2024 tax return. We do this 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.
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.
Clergy Tax Organizer ®
NEW 2017 ONLINE ORGANIZER IS NOW AVAILABLE! Thank you for selecting the Clergy Tax Organizer ® to assist you with preparation of your tax returns. The organzier will help clergy accumulate and summarize their tax information to prepare a more accurate return. Each year we publish an organizer for clergy, which is designed to be…
2024 Clergy Tax Organizer Online
2024 Clergy Tax Organizer Online
Available January 8, 2025
The new online organizer loads inside your browser allowing you to enter your information with ease. Â
NOTE: Just a friendly reminder, your tax material will need to be in our office by March 15, 2025, to guarantee completion by April 15, 2025.
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 2024 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.
The Clergy Tax Organizer and state worksheets 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.
2024 State WorksheetÂ
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.
2024 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.
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.
2024 Clergy Tax Organizer (PDF)
2024 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.Â
Friendly Reminder: To ensure the completion of your return by the October 15th deadline, please upload your organizer, state worksheet, and other supporting documents to your CyberCabinet by September 15th at 5 PM (Central). No additional tax extensions are available.
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 2024 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.
2024 State WorksheetÂ
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.
2024 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.
2024 Clergy Tax Organizer Online
2024 Clergy Tax Organizer Online (Web-based)
Now Available
The new online organizer loads inside your browser allowing you to enter your information with ease. Your online 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, edit, or print.Â
Friendly Reminder: To ensure the completion of your return by the October 15th deadline, please upload your organizer, state worksheet, and other supporting documents to your CyberCabinet by September 15th at 5 PM (Central). No additional tax extensions are available.
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 2024 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.
The Clergy Tax Organizer and state worksheets 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.
2024 State WorksheetÂ
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.
2024 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.