2024 Clergy Tax Organizer Online (Web-based) 
Now Available

Clergy Tax Organizer Online is our latest tool that seamlessly loads in your browser. It allows you to edit, save, and resume your work at your convenience, as well as generate a PDF version of your data. To get started, please click the link below and download your state worksheet below.

I’d like to enroll in the Annual Tax Service for my 2024 Individual Tax Return.

Each year, we publish this organizer as a learning tool and reference guide. This is intended to not only provide you with better and faster service but also to help you establish sound record-keeping practices for the following year.

The Clergy Tax Organizer includes dedicated pages for clergy income, housing, automobile, and professional expenses. We utilize this comprehensive organizer format to address both secular tax laws and the special tax provisions designed for clergy.”

All clergy are required to maintain accurate records. While the tax organizer does not replace your expense log, the Clergy Tax Organizer assists in categorizing your year-end income and expenses. Additionally, it includes all the questions the IRS requires you to answer regarding housing, ministry mileage, professional expenses, travel, entertainment, and other expenditures.

The Clergy Tax Organizer is required for utilizing our service and ensures that you won’t miss any critical tax information. It is the most comprehensive organizer available to clergy. The Internal Revenue Service has recognized this organizer as one of the most thorough on the market.

There is a cost associated with ordering either organizer. However, when you enroll in our Annual Tax Service, the cost of the organizer is applied as a deposit toward your annual service, resulting in no additional expense.

Note: Your online organizer will be available at the end of this enrollment process. Please use the following link if you need to access your organizer at a later date to review, edit, or print. 

2024 Clergy Tax Organizer (Fillable PDF)
Now Available

The Clergy Tax Organizer (Fillable PDF) is our most popular format and is now available for download online. This organizer is an editable PDF that can be saved and edited on your computer, or printed and completed by hand. To get started, please click the link below and download your state worksheet below.

I’d like to enroll in the Annual Tax Service for my 2024 Individual Tax Return.

Our 2024 Clergy Tax Organizers are designed to help you identify missed tax deductions and enhance your organization before your tax appointment. The currently posted tax organizer is for the 2024 tax year; however, organizers for other years are also available.

There is a cost associated with ordering either organizer. However, when you enroll in our Annual Tax Service, the cost of the organizer is applied as a deposit toward your annual service, resulting in no additional expense.

Non-Tax Clients
Use this link to opt out of the Annual Tax Service but wish to purchase the Clergy Tax Organizer for personal use.

Required Software

To edit the PDF organizer on your computer, you will need the latest version of Adobe Reader. This product is available as a free download and enables you to view, edit, and print Adobe Portable Document Format (PDF) files. Click here to download the most current Adobe Reader.

Mac /Apple Computer

Mac users should avoid using Preview to complete their clergy tax organizer, as Preview renders and saves data differently than Adobe Reader. It is crucial that users open and complete their organizer in Adobe Reader, which correctly encodes and decodes PDF forms. Users must also ensure that Adobe Reader is set as their default program. Additionally, the organizer should be saved to the desktop before editing.

Note: Your PDF organizer will be available at the end of the enrollment process. Please use the following link if you need to access your organizer at a later date to review or print. 

  State Worksheet

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.

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 2023 tax return (if you have not done so previously).