Get Supplemental Report

The Supplemental Report is a critical document for charitable organizations that need to report financial information following a change in their accounting year. This guide provides clear instructions on how to effectively complete the Supplemental Report online, ensuring that users can navigate the process with ease.

Follow the steps to successfully complete the Supplemental Report

1. Press the ‘Get Form’ button to obtain the form and access it in the designated editor.
2. Begin by checking the box for 'Supplemental Report' and enter your organization’s registration number on the provided line. If you need to find your registration number, you can perform an online search.
3. Move to Section 1 and enter the legal name of your charitable organization in the space provided.
4. In Section 2, indicate the effective date of the change in your accounting year. Complete the fields for the previous and new accounting year beginning and ending dates. If you have any additional comments, you can include them in the designated area.
5. In Section 3A, answer whether the organization filed an IRS federal return for the accounting year. If yes, check the appropriate type of form filed. If no, check the applicable reason.
6. If an IRS federal return was filed, you must attach a complete copy of it, including all applicable schedules, but exclude Schedule B and other unnecessary documents.
7. Proceed to Section 3B to report financial data. Carefully enter the beginning and ending dates of the fiscal/accounting year, followed by the gross dollar values for contributions and other revenue. Ensure that every line is completed, using zero for any non-applicable fields.
8. Share any additional comments or explanations regarding the figures reported, if necessary, in the Solicitation Comments section.
9. Section 4 requires a signature from an authorized officer of the organization, along with their printed name, title, and the date of signing. Double-check that all information is accurate and complete before submission.
10. Once the form is filled out, users may save the changes, download the completed form, print it, or share it as needed.

Start completing your Supplemental Report online today to ensure compliance and accurate reporting.