Clergy Tax Return Document Organizer

Thank you for selecting our Clergy Tax Return Document Organizer (CTRDO) to assist you in preparing your federal and state income tax returns.  The CTRDO will specifically help you accumulate and summarize your tax documentation to prepare a more accurate tax returns.

Each year we publish a CTRDO for clergy, which really is designed to be used as a learning tool and reference guide.  It will assist you in gathering the information and documentation needed to prepare your current year federal and state income tax returns.  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 CTRDO is available in two formats: Condensed or Comprehensive.  You will need to select your designed CTRDO to either download, complete and return along with an engagement letter.

The CTRDO contains special pages associated with clergy income, housing, automobile, and professional expenses.  We use this comprehensive organizer format to address the secular tax laws and the special tax laws designed for clergy.

All clergy must keep accurate records.  The CTRDO is not the same thing as an expense log.  However, the CTRDO will help you categorize your year-end income and expenses.  Plus, it has all the questions that the IRS requires you to answer about housing, ministry mileage, professional expenses, travel, entertainment, and other expenses.

The CTRDO is your assurance that you won't miss any important tax information.  If you select to use our Clergy Tax Services, the CTRDO is required to complete your federal and state income tax return.

The CTRDO fee will be applied against your annual income tax preparation service fee.

When your CTRDO is completed, please fax and/or scan then e-mail the CTRDO to us along with Forms W-2s, Forms 1099s and any other record of income.  Also, forward any forms and/or correspondence that you have received from the IRS and/or your state, and a copy of your previous year's federal and state income tax returns (if this is our first year preparing your returns).

Select your Clergy Tax Return Document Organizer:

2015 - Clergy Tax Return Document Organizer (Comprehensive)

2015 - Clergy Tax Return Document Organizer (Condensed)

2014 - Clergy Tax Return Document Organizer (Comprehensive)

2014 - Clergy Tax Return Document Organizer (Condensed)

Select your Clergy Tax Return Document Organizer - WEBINAR DATE:

Please check back for upcoming CTRDO webinar dates.