Get the free Form 1023-EZ Streamlined Application for Recognition of

Form 1023EZ (Rev. June 2014) Department of the Treasury Internal Revenue Service OMB No. 15450056 Streamlined Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue

How to fill out form 1023-ez streamlined application

How to fill out Form 1023-EZ streamlined application:

1. Gather necessary information - Before filling out the form, gather all relevant information such as the organization's name, address, purpose, and financial details. Also, ensure you have any supporting documents handy.
2. Review the eligibility requirements - Understand the eligibility criteria for using Form 1023-EZ. This streamlined application is available for certain small nonprofit organizations with a specific annual gross receipts threshold.
3. Complete the identification section - Provide accurate details about your organization, including its legal name, address, contact information, and Employer Identification Number (EIN).
4. Describe the organization's purpose and activities - Specify the organization's mission, purpose, and intended activities. Clearly explain how these activities promote charitable, educational, religious, scientific, or other exempt purposes as defined by the IRS.
5. Confirm the organization's assets and financial information - Report the organization's assets, financial information, and annual gross receipts accurately. Be prepared to provide supporting documentation if requested.
6. Answer the compliance questions - Respond to the compliance questions honestly and accurately. These questions ensure that the organization meets all necessary requirements for tax-exempt status.
7. Sign and date the form - Once you have completed all the required sections, sign and date the form. Make sure to include the authorized individual's name and title.
8. Review and submit the application - Before submission, carefully review the entire form to check for any errors or missing information. Once satisfied, submit the form to the appropriate IRS address as outlined in the instructions.

Who needs Form 1023-EZ streamlined application?

1. Small nonprofit organizations - Form 1023-EZ is specifically designed for small nonprofit organizations seeking tax-exempt status under section 501(c)(3) of the Internal Revenue Code.
2. Organizations with low gross receipts - The streamlined application is available for organizations with a specific annual gross receipts threshold, ensuring the simplicity and ease of filing for eligible organizations.
3. Eligible organizations wanting a quicker review process - Compared to the regular Form 1023, the streamlined application process is generally faster. Organizations that meet the eligibility criteria can benefit from a quicker review and response from the IRS.

Note: It's important to thoroughly read and understand the instructions for Form 1023-EZ provided by the IRS to ensure accurate and compliant completion.

For pdfFiller’s FAQs

How do I make edits in form 1023-ez streamlined application without leaving Chrome?

Get and add pdfFiller Google Chrome Extension to your browser to edit, fill out and eSign your form 1023-ez streamlined application, which you can open in the editor directly from a Google search page in just one click. Execute your fillable documents from any internet-connected device without leaving Chrome.

Can I create an electronic signature for signing my form 1023-ez streamlined application in Gmail?

You can easily create your eSignature with pdfFiller and then eSign your form 1023-ez streamlined application directly from your inbox with the help of pdfFiller’s add-on for Gmail. Please note that you must register for an account in order to save your signatures and signed documents.

How do I edit form 1023-ez streamlined application on an iOS device?

Use the pdfFiller mobile app to create, edit, and share form 1023-ez streamlined application from your iOS device. Install it from the Apple Store in seconds. You can benefit from a free trial and choose a subscription that suits your needs.

What is form 1023-ez streamlined application?

Form 1023-EZ is a streamlined application for certain organizations seeking tax-exempt status under section 501(c)(3) of the Internal Revenue Code.

Who is required to file form 1023-ez streamlined application?

Certain eligible organizations looking to obtain tax-exempt status under section 501(c)(3) of the Internal Revenue Code may file form 1023-EZ.

How to fill out form 1023-ez streamlined application?

Form 1023-EZ can be filled out electronically on the IRS website or manually using the paper form. The instructions provided by the IRS should be followed carefully.

What is the purpose of form 1023-ez streamlined application?

The purpose of form 1023-EZ is to help organizations seeking tax-exempt status under section 501(c)(3) to apply for this status in a simplified and efficient manner.

What information must be reported on form 1023-ez streamlined application?

Form 1023-EZ requires information about the organization's activities, finances, officers, directors, and other key details to determine eligibility for tax-exempt status.