2023 Clergy Tax Organizer Online (New for 2023)
Now Available

Please use one of the following links. 

Tax Clients
(This link confirms that you will be enrolling in our Annual Tax Service for your 2024 return.)

Non-Tax Clients
(This link confirms that you will not be enrolling in our Annual Tax Service.)

2023 Clergy Tax Organizer (Fillable PDF)
Now available 

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. 

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 2022 tax return (if you have not done so previously).