2023 Clergy Tax Organizer Online 
          Available January 5, 2024

Clergy Tax Organizer Online is the newest organizer that loads directly into your browser allowing you to edit, save and continue later and create a PDF version of your data.

Each year we publish this organizer, which is designed to be used as a learning tool and reference guide. 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, and professional expenses. We use this comprehensive organizer format to address the secular tax laws and the special tax laws designed for clergy.

You will need to select the desired organizer in addition to downloading your state worksheet below. 

All clergy must keep accurate records. The tax organizer does not replace your expense log. However, the Clergy Tax Organizer will help you categorize your year-end income and expenses. Plus, has all the questions that the IRS requires you to answer about housing, ministry mileage, professional expenses, travel, entertainment, and other expenses.

This Clergy Tax Organizer is required to use our service and 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.

2023 Clergy Tax Organizer (Fillable PDF)
          Now Available 

Clergy Tax Organizer (Fillable PDF) is the most popular format and is now available for download from the Internet. This organizer is an editable PDF that is saved and edited on your computer or printed and completed by hand. 

Our 2023 Clergy Tax Organizers are designed to help you identify missing tax deductions and get more organized before your tax appointment. The tax organizer currently posted is for the 2023 tax year, although other years are available.

There is a cost associated with ordering either organizer. However, when enrolled in our annual tax service, the organizer cost is applied as a deposit to your annual service and is not an additional cost.

Required Software

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. Click here to download the most current Adobe Reader.

Mac /Apple Computer

Mac users must not use Preview when completing their clergy tax organizer. Preview renders and saves data differently than Adobe Reader. It’s imperative users open & complete their organizer in Adobe Reader which will properly “encode/decode” PDF forms. This also will require users to ensure that Adobe Reader is their default program. The organizer must be saved to the desktop before editing.

This state worksheet is required to complete your return and will help you collect and report the information needed to prepare your state return.

We suggest that you review the entire worksheet and answer all the questions that apply to you. If you need to include additional information, you may use the back of a worksheet or an additional page.

After completing your state worksheet, please upload, mail, or fax your Clergy Tax Organizer, state worksheet to us along with all your supporting documents

  State Worksheet

When your organizer and state worksheet are completed, please upload, mail, or fax your tax material to us along with all your supporting documents, i.e. W-2s, 1099 forms, and any other record of income. Also, forward any forms and/or correspondence that you have received from the IRS, your state, and a copy of your 2021 tax return (if you have not done so previously).