Discover the 2024 Clergy Tax Organizer

Now Available!

The Clergy Tax Organizer is offered in two formats: Clergy Tax Organizer Online and Clergy Tax Organizer (Fillable PDF).

Each year, we publish this organizer that serves as both a learning tool and reference guide. . It is designed to enhance the quality of our service and efficiency, while also assisting you in establishing effective record-keeping practices for the upcoming year.

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How to Make Your First Estimated Tax Payment After Filing an Extension
To make your first estimated tax payment by April 15th, follow these steps: Calculate Your Estimated Tax Liability Estimate Your Income: Project your income for the year, including wages, dividends, interest, and any other sources. Deductions and Credits: Estimate your deductions and credits to reduce your taxable income. Tax Rate:... Read More
Sample acknowledgment letter for a stock donation
[Church Name] [Church Address] [City, State, ZIP Code] [Date] [Donor Name] [Donor Address] [City, State, ZIP Code] Dear [Donor Name], On behalf of [Church Name], I would like to extend our heartfelt gratitude for your generous donation of stock. Your support is invaluable to our mission and helps us continue... Read More
How should a church handle donation of stock?
Handling the donation of stock for a church involves several important steps to ensure compliance, proper valuation, and acknowledgment. Here’s a comprehensive guide: Establish a Brokerage Account Open an Account: The church must establish a brokerage account in its name to receive and manage stock donations. Choose a Broker: Consider... Read More
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