The 2016 editions of tax preparation booklets for U.S. ministers and church treasurers are now available. 

These easy-to-use booklets are rich with information prepared by church tax specialists Dan Busby, J. Michael Martin, and John Van Drunen of the Evangelical Council for Financial Accountability. They are updated annually to provide the latest, most accurate information.

The guides are designed to simplify the unique tax situations faced by churches and pastors — matters which even paid preparers may not be aware of. In particular, the guide for ministers includes two examples of completed returns. The guide for church treasurers features forms that must be filed by congregations in the coming weeks. Best of all, since Pensions and Benefits USA is a member of the ECFA, the organization makes them available to our clergy and churches at no cost.

“These guides are an invaluable resource for any minister or church treasurer,” said Don Walter, director of Pensions and Benefits USA. “We are grateful to Dan Busby and the ECFA for making them available to our ministers and churches.”

To download Preparing Tax Returns for Clergy or Reporting Procedures for Congregations, click on the appropriate title.

--Pensions and Benefits USA