Get Fillable Form 1023

This guide provides comprehensive, step-by-step instructions for completing the Fillable Form 1023 online. Designed to assist various users, this resource will help ensure that your application for recognition of exemption is both accurate and complete.

Follow the steps to effectively complete the form online.

1. Press the ‘Get Form’ button to access the Fillable Form 1023 and open it in your preferred editing tool.
2. Begin by filling in your organization's name and mailing address at the top of the form. This information should match your organizing documents exactly.
3. Provide your Employer Identification Number (EIN), if applicable. If you do not have an EIN, you will need to apply for one.
4. Complete Parts I through XI of the application. It is crucial to answer all questions fully and specifically, particularly those regarding your activities and financial information.
5. Attach your organizing documents, including articles of incorporation, bylaws, and any amendments in chronological order. Ensure all documents are accompanied by appropriate certifications.
6. Include any required schedules (A through H) that apply to your organization. Indicate whether each schedule is applicable by checking ‘Yes’ or ‘No’.
7. Fill out the financial data section, providing accurate revenue and expense information for your organization. If your organization has been operational for less than four years, provide projections for the next three years.
8. Once all sections are complete, review the document thoroughly to ensure all information is accurate and all required documents are included.
9. Save the completed form and any attachments, then download or print your completed application for your records.
10. Finally, prepare to mail your completed Form 1023 with the necessary user fee payment, ensuring that all documents are secured in the envelope without staples.

Start filling out the Fillable Form 1023 online today to ensure your application is processed smoothly.