Get Ei1

The Ei1 form is essential for organizations seeking approval for exemption from income tax. This guide provides step-by-step instructions to help users navigate and complete the form online effectively.

Follow the steps to fill out the Ei1 form with ease.

1. Click ‘Get Form’ button to obtain the Ei1 form and open it for editing.
2. Select the appropriate type of organization from the provided options such as 'Company incorporated under the Companies Act, 1973' or 'Testamentary Trust'. Enter the relevant registration number if applicable.
3. Fill in the details of the organization including taxpayer reference number, registered name, contact information, and financial year-end dates.
4. Provide the physical address of the organization, including unit numbers, street details, suburb, town, and postal code.
5. Complete the bank account details section, including account status, account number, branch number, and account type.
6. Identify individuals accepting fiduciary responsibility by entering their names, contact information, and positions within the organization.
7. Indicate under which section of the Act the organization is applying for approval and select relevant public benefit activities related to the organization's objectives.
8. Provide a detailed description of the organization's activities, including objectives and beneficiaries, ensuring clarity about how each activity promotes public benefit.
9. Input financial information including income, expenditure, donations received, and any other relevant financial data.
10. Answer questions regarding the organization's founding documents and provisions for dissolution, if applicable.
11. Confirm the registration information and provide details about tax practitioner, if involved.
12. Collect the signatures of three unconnected persons accepting fiduciary responsibility for the organization and finalize the submission.
13. After reviewing all entries for accuracy, save changes, download, print, or share the completed form as needed.

Complete the Ei1 form online today and ensure your organization is on the path to obtaining tax exemption.