⏱ About half an hourEVERYONE COMPLETES THIS PAGE
WHO COMPLETES ITEveryone. It’s the checklist you work through last.
WHAT THIS PAGE DOESThe left column lists documents we need and the right column lists tax forms to send. Items in red are required for every client. It also tells you how to send everything back.
WHY IT MATTERSA complete package lets us start your return right away, with fewer follow-up questions.
Congratulations, you’ve reached the last page. Check off each item as you attach it, then upload everything together.
1 · Before you begin
Before you start the checklist.
2 · Completing the page
Work from the top of the organizer page to the bottom. Each section below matches a section on the page.
1Required for every clientShown in red on the page
New clientsLast year’s federal and state tax returns.
CompensationHow your compensation package is structured, current pay information for each employer, and your final pay stub of the year from each.
IdentityA current driver’s license or other acceptable ID.
Clergy documentsThe housing allowance designation approved by your church board or council, and any state worksheets in your organizer package.
2Other tax documentsOnly the ones that apply to you
IncomeW-2s, 1099s, Social Security statements, pension and retirement forms.
Health, housing and education1095-A and other coverage statements; 1098 mortgage interest, 1098-E and 1098-T.
Investments and savings1099-B, brokerage, dividend and interest statements; 1099-Q; 1099-R, 1099-SA and 5498-SA; Schedule K-1s.
Other recordsDependent care receipts, adoption documents, property tax and vehicle registration statements, IP PIN notices, real estate closing and refinance documents.
3Submitting your organizerSecure upload is best
Preferred: secure uploadUpload through CyberCabinet, our secure document portal. It’s the fastest and safest way.
Other optionsFax or mail are available if needed, but secure upload is strongly recommended.
CommentsTell us if a document hasn’t arrived, a corrected form is coming, you can’t find something, you’re unsure of an amount, or more will follow later.
3 · Common mistakes that cause delays
The issues we see most often on this page.
Not saving before uploadingSave the PDF, reopen the saved copy and make sure your entries are still there.
Partial brokerage statementsSend the whole package: cost basis, gains and losses, supplemental schedules and transaction details.
Incomplete dependent care recordsInclude provider name, tax ID, contact information and amount paid.
Pay stub instead of the housing designationWe need the official church action designating the housing allowance.
Emailing your organizerIt contains Social Security numbers and bank details. Use secure upload.
Sending documents piecemealOne complete package lets us start right away.
Not mentioning pending documentsK-1s and corrected 1099s often come late. Tell us what you’re waiting for.
4 · When you’re finished
- All organizer pages completed and Page 25 signed.
- Required documents, tax forms and your housing allowance designation included.
- Comments added for missing or pending documents.
- Organizer saved, then everything uploaded together.
Thank you for completing your Clergy Tax Organizer. If you’re unsure about anything, just add a note. We look forward to serving you.