2023 Clergy Tax Organizer Booklet
Available for shipping – January 15, 2024
NOTE: Just a friendly reminder, your tax material will need to be in our office by September 15, 2024, to guarantee completion by October 15, 2024.
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 2023 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 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.
2023 State Worksheet
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.
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.
