Forms & Resources

Forms & Publications – Bookkeeping, Tax and Business forms to meet every need:


  1. 2014-Filing-Season-Quick-Guide (Word Document)
  2. ACA Health Insurance Questionaire 2014 (Word Document)
  3. GOOD NEWS on the Health Care Credit for churches!! (Word Document)
  4. Checklist for Preparing Tax Return (Word Document)
  5. Checklist for Preparing Schedule C (Self-Employment) (PDF)
  6. IRS Tax form links:
  7. Business Expense Summary & Travel/Mileage Log (Excel spreadsheet)
  8. Ministers Compensation Worksheet (Excel Spreadsheet)
  9. Housing Allowance & Monthly Expense Worksheeets (Excel Spreadsheet)
  10. Ministers Compensation Worksheet Template (Excel spreadsheet)
  11. Exemption Requirements – Section 501(c)(3) Organizations:,,id=96099,00.html
  12. Unrelated Business Income Tax:,,id=156395,00.html
  13. The Restriction of Political Campaign Intervention by Section 501(c)(3) Tax-Exempt Organizations:,,id=163395,00.html
  14. Filing Requirements for a church:,,id=132081,00.html
  15. Special Rules Limiting IRS Authority to Audit a Church:,,id=179674,00.html
  16. Tax Information for Charitable Organizations:
  17. Publication 4573, Group Exemptions:
  18. New organization filing for EIN: Form SS-4:
  19. Request for Taxpayer Number and Certification: Form W-9:
  20. Report Miscellaneous Income: Form 1099-Misc:
  21. Instructions for Form 1099-Misc:
  22. Parsonage or Housing Allowances  (PDF Document)


We provide resources on books, references and referrals

Books on money management

References to guide in money management

Referrals to banking, real estate, and investments