Get - Irs

Filling out Form 1023-EZ is a crucial step for organizations seeking tax-exempt status under Section 501(c)(3) of the Internal Revenue Code. This user-friendly guide provides clear instructions to ensure a smooth application process, helping users understand each section and requirement.

Follow the steps to accurately complete your Form 1023-EZ online.

1. Click the ‘Get Form’ button to obtain the form and open it in the editor.
2. Complete the Form 1023-EZ Eligibility Worksheet. Confirm your eligibility by answering all questions accurately. If you answer 'No' to all questions, you may proceed with Form 1023-EZ.
3. In Part I, provide the identification details of your organization. Enter the full name of your organization as it appears in your organizing documents, alongside the mailing address and Employer Identification Number (EIN).
4. Part II requires you to describe the organization’s structure. Indicate whether the organization is a corporation, unincorporated association, or trust.
5. In Part III, outline your specific activities. List the primary purposes of the organization, selecting the appropriate National Taxonomy of Exempt Entities (NTEE) code that best represents your mission.
6. Proceed to Part IV to specify whether your organization is classified as a public charity or private foundation. Provide the necessary details that demonstrate your organization meets the public support tests.
7. Complete Part V if applicable, regarding reinstatement after automatic revocation of your tax-exempt status.
8. Finalize the application by signing Part VI. An authorized person must sign the form electronically, check the 'penalties of perjury' box, and include their title and the date.
9. Review your completed form thoroughly for accuracy and save your changes. Once satisfied, you can download, print, or share the form as needed.

Start your application for tax-exempt status by completing your Form 1023-EZ online today.