Get Tax Return Questionnaire Agreement - Northern Arizona University

This guide aims to provide you with clear and concise instructions on completing the Tax Return Questionnaire Agreement for Northern Arizona University online. By following these steps, you can ensure that your responses are accurate and in compliance with IRS requirements.

Follow the steps to complete the Tax Return Questionnaire Agreement successfully

1. Use the ‘Get Form’ button to access the form and open it in your preferred document viewer.
2. Begin by reading through the introductory section to understand the purpose of the questionnaire, which seeks information necessary for the Foundation's Form 990.
3. Next, locate the initial questions that require your personal information, such as your name and title, including your role as a director.
4. The first significant question focuses on your independence from the Foundation. Please mark 'Yes' or 'No' based on your status, ensuring you read the provided criteria carefully.
5. If you are required to answer questions regarding relationships with other officers or key employees, select 'Yes' or 'No' and follow the instructions to provide a detailed report if applicable.
6. In subsequent sections, respond to questions regarding grants or other assistance received, ensuring to provide any necessary attachments that validate your answers.
7. Complete the final questions regarding any business relationships with the Foundation, remembering to attach additional documentation if you answer 'Yes'.
8. Review the entire form for any errors or omissions before proceeding to sign and date the document.
9. Finally, you can choose to save your changes, download a copy for your records, print it, or share it with the necessary parties, as required.

Complete your Tax Return Questionnaire Agreement online today to ensure your information is accurate and timely.