2020 Clergy Tax Organizer – (Fillable PDF)

Just a friendly reminder, your tax material will need to be in our office by September 15, 2021, to guarantee completion by October 15, 2021. 
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 2020 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 is 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.

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

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 the Adobe Reader to save and edit. Preview on Mac computers are not compatible.

Required – 2020 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.

Optional – 2020 Audit Protection Plus
Audit Protection Plus Enrollment – click here

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2019 Clergy Tax Organizer – (PDF Download)

Now Available
Important: Just a friendly reminder, your tax material will need to be in our office by March 15, 2021, to guarantee completion by April 15, 2020.

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 2019 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 is 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.

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

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 the Adobe Reader to save and edit. Preview on Mac computers are not compatible.

2019 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.
2019 Clergy Tax Organizer Booklet
To order the Clergy Tax Organizer booklet (paper copy) – click here 2019 Audit Protection Plus
Audit Protection Plus Enrollment – click here

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2018 Clergy Tax Organizer – (PDF Download)

Now Available

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 2018 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 which 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 is 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.
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.

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

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 the Adobe Reader to save and edit. Preview on Mac computers are not compatible.

2018 State Worksheet
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.

2018 Clergy Tax Organizer Booklet

  • To order the Clergy Tax Organizer booklet (paper copy) – click here

2018 Audit Protection Plus

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2017 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 2017 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 which 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 is 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.

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 the Adobe Reader to save and edit. Preview on Mac computers are not compatible.

State Worksheet

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.

Download your 2017 state worksheet to download, click here.

Clergy Tax Organizer Booklet

To order the Clergy Tax Organizer booklet (hard copy), click here. 

Audit Protection Plus

2017 Audit Protection Plus, click here.

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.

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

Read More...

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. 

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2015 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 2015 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 2015 Clergy Tax Organizer and tax documents will need to be submitted to our office by March 15, 2016 to guarantee tax return completion by April 15, 2016. 

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2014 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 2014 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. The 2014 Clergy Tax Organizer and tax documents will need to be submitted to our office by March 15, 2015 to guarantee tax return completion by April 15, 2015. 

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What clergy need to know about estimated payments

What clergy need to know about making 2021 estimated tax payments The United States income tax system is a pay-as-you-go tax system, which means that you must pay income tax as you earn or receive your income during the year. You can do this either through withholding or by making estimated tax payments. If you didn’t…

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New law extends COVID tax credit for Churches

The Employee Retention Credit (ERC) is a refundable payroll tax credit for up to $5,000 per employee in 2020 and $28,000 in 2021. This temporary credit was enacted by the Coronavirus Aid, Relief, and Economic Security (CARES) Act and amended by the Consolidated Appropriations Act of 2021 (CAA). On March 11, 2021, the American Rescue…

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Are Moving Reimbursements Taxable?

The approaching summer season is often a time of transition. During this time of year churches frequently hire new employees who relocate to serve the church. Ministers and other church employees sometimes find new opportunities and make a change during the summer months, between school years. Coming out of the disruptions caused by COVID-19, many…

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