Get Dc Fr-164 2012-2026

The DC FR-164 is an essential application for organizations seeking exemption from various taxes in the District of Columbia. This guide provides a clear, step-by-step approach to completing the form online, ensuring that users, regardless of their legal background, can navigate the process with confidence.

Follow the steps to successfully complete the application.

1. Press the ‘Get Form’ button to access the FR-164 application and open it in your editor.
2. Begin by entering the full name of your organization in the designated field. Ensure that the name matches the official records.
3. Provide the complete address of your organization, including the city/town and postal zip code. Note that P.O. Box addresses are not acceptable.
4. Indicate your federal exemption status by including your FEIN and the IRS determination letter effective date, along with the Internal Revenue Code section and date of application filed, if applicable.
5. Select the form of organization from the available options. If applicable, provide details about your corporation's incorporation date and state.
6. Describe the primary purpose of your organization by selecting from the provided options such as 'Religious,' 'Charitable,' or 'Educational.' If other, explain your organization’s purpose.
7. List the principal sources of income for the organization, indicating options such as 'Donations' and 'Grants', and specify if there are any other sources.
8. Complete the field for the end of your annual accounting period to determine your financial reporting timeline.
9. Fill in the date your activities began in the District, which needs to be accurately recorded for tax purposes.
10. List physical locations of the personal property owned by your organization within the District and include a description of the type of property owned, as well as its total cost.
11. Designate a person authorized to discuss the application for exemption by providing their name, title, telephone number, address, fax number, and email.
12. Affirm the application by providing the signature of an officer, their title, and the date of signing to verify the application is true and complete.
13. Answer the questioning sections that follow, determining the relationship between your organization and any other, and provide attached explanations as necessary.
14. After completing all sections, review the application for accuracy, then save changes, download, print, or share the form as needed.

Complete your DC FR-164 application online today to ensure your organization secures the tax exemptions you need.