⏱ About 5 minutes
SKIP THIS PAGE IFYou have another arrangement to pay our fee. Note it in the comments.
YOU NEED THIS PAGE IFYou’d like our preparation fee paid from a bank account or charged to a debit or credit card.
WHAT THIS PAGE DOESHow you pay Clergy Financial Resources for preparing your return. It’s about our fee, not tax you owe. Tax payments are on Page 25.
This page is only for our preparation fee. Completing it doesn’t pay any tax you owe, and Page 25 doesn’t pay our fee.
1 · Before you begin
Have one of these ready.
2 · Completing the page
Work from the top of the organizer page to the bottom. Each section below matches a section on the page.
1Pay from a bank accountSame account as Page 25, or another
Same account as Page 25Check the box to reuse the account you entered on Page 25.
A different accountName(s) on the account, bank name, routing number and account number, exactly as your bank shows them.
2Pay by cardCredit or debit
Card detailsName as shown on the card, card number, expiration month and year, and security code (CVV).
Billing addressThe address your card issuer has on file, even if it’s different from your home, church or mailing address. It must match for the payment to be approved.
3Authorization and commentsApprove the payment
AuthorizationReview the statement and check the box approving Clergy Financial Resources to process the payment.
CommentsSpecial instructions, such as requesting an invoice first, splitting payment, another arrangement, or billing questions.
3 · Common mistakes that cause delays
The issues we see most often on this page.
Thinking this pays your taxesTaxes owed to the IRS or your state are handled on Page 25.
Billing address mismatchEven a small difference from the card issuer’s records can cause a decline.
A card about to expireMake sure it’s still valid when we process the payment.
Sending card numbers another wayNever send them by email, text, chat or voicemail. If you’d rather not put them in the organizer, leave this page blank and call our office.
Forgetting a prior arrangementIf you’ve already arranged payment, leave the page blank and note it in the comments.
4 · When you’re finished
- Payment method chosen and details entered accurately.
- Billing address verified and authorization checked.
- Continue to Page 27.
This page has payment information. Please upload it only through CyberCabinet, never by regular email.