Get the free Form 990-EZ Checklist - SVA

Form 990-EZ Checklist Excerpt Only Client Name: Year End: **990-EZ 2010 filing threshold: Organizations must have annual gross receipts less than $200,000 and total assets less than $500,000. Please

How to fill out form 990-ez checklist

How to fill out form 990-ez checklist:

1. Begin by reviewing the instructions provided by the Internal Revenue Service (IRS) for form 990-EZ. These instructions will guide you through the required steps and provide important information.
2. Gather all necessary financial documents, such as income statements, balance sheets, and supporting schedules. Make sure you have accurate and detailed records of your organization's finances.
3. Familiarize yourself with the checklist items on form 990-EZ. The checklist consists of various sections, including revenue, expenses, assets, liabilities, program service accomplishments, and governance. Each section requires specific information and documentation.
4. Complete each section of the form accurately and thoroughly. Be sure to provide all required information and supporting documentation as requested by the IRS. Double-check your entries for any errors or omissions.
5. Review the completed form 990-EZ checklist to ensure accuracy and compliance with IRS regulations. It is crucial to verify that all information provided is correct before submitting the form.
6. Sign and date the form as required. The authorized person, usually the organization's president or treasurer, should sign the document to certify its accuracy.
7. Keep a copy of the completed form 990-EZ checklist for your records. It may be required for future reference or in case of an audit by the IRS.

Who needs form 990-ez checklist:

1. Non-profit organizations that qualify as tax-exempt under section 501(c)(3) of the Internal Revenue Code are typically required to file form 990-EZ. This includes charitable, religious, educational, scientific, and other similar organizations.
2. Organizations with annual gross receipts less than $200,000 and total assets less than $500,000 can use form 990-EZ instead of the more comprehensive form 990. It provides a streamlined reporting option for smaller organizations.
3. It is important to note that larger organizations with annual gross receipts exceeding $200,000 or total assets exceeding $500,000 must file form 990 instead of the form 990-EZ.

Overall, the form 990-EZ checklist is required for non-profit organizations that meet certain criteria and have opted to use this simplified reporting form. It helps ensure transparency and accountability in the financial reporting of these organizations.

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