Get Find Form Titled Tax Exempt Return

Filling out the Find Form Titled Tax Exempt Return is an essential process for organizations seeking tax exemption in Connecticut. This guide provides clear, step-by-step instructions to assist users in completing the form accurately and efficiently.

Follow the steps to successfully complete the Tax Exempt Return form.

1. Press the ‘Get Form’ button to access the Tax Exempt Return form and open it for editing.
2. Identify the type of declaration by selecting either 'Initial Application' or 'Renewal (Quadrennial Report)' in the designated checkbox.
3. Enter the name of your organization in the 'From' field, followed by the complete mailing address including street, town, state, and zip code.
4. Describe the primary purpose of your organization and submit a copy of the relevant sections of your charter.
5. Indicate under which sections of the Connecticut General Statutes your exemption is claimed by filling in the appropriate section numbers.
6. State whether the gross income of the organization is entirely devoted to the specified purposes. Fill in the gross income for the last fiscal year and the amount used for purposes other than the main one.
7. Provide information regarding expenditures, including total gross expenditures and the part devoted to purposes other than the main objective.
8. If applicable, select whether the organization is a Cemetery Organization and confirm if its gross income is fully devoted to cemetery purposes.
9. For Agricultural or Horticultural societies, enter the date the last reimbursement was received from the State for cash premiums.
10. Answer whether any officer, member, or employee may receive pecuniary profit from the organization, except reasonable compensation for services. If yes, describe how and in what amount.
11. Describe what will happen to any incidental profit made by the organization.
12. Indicate the disposition of property in case of dissolution and whether the charter contains relevant provisions, submitting any necessary sections of the charter.
13. Confirm if the organization has received IRS exemption according to Section 501(c) and attach a copy if granted.
14. Specify the book and market values of tangible personal property owned by the organization on the assessment day.
15. State if all tangible personal property is used for purposes that qualify for exemption. If not, list specific items on the reverse.
16. Provide details about real estate, including the number of parcels, location, area, and uses, in the designated sections.
17. Confirm if all real estate is used exclusively for the organization's purposes. If not, provide details about alternative uses.
18. Indicate if any real estate is under construction and describe any portion that is rented.
19. Sign and date the declaration, confirming the information is true to the best of your knowledge, with the signature of the appropriate authority.

Complete your Tax Exempt Return form online today to ensure your organization maintains its tax-exempt status.