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The Miller Associates 820 N River Street Loft 206 Portland, OR 97227 www.themillerassociates.com 5038916659 Fax 5032801100 2015 TAX PREPARATION CHECKLIST FOR TAX-EXEMPT ORGANIZATIONS FORM 990 ORGANIZATION
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How to fill out non-profit tax prep checklist

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How to fill out non-profit tax prep checklist:

01
Gather all necessary financial documents, such as income statements, expense records, and donation receipts.
02
Review the checklist to ensure you have all the required information and documents for each section.
03
Start by entering your organization's basic information, including name, address, and EIN (Employer Identification Number).
04
Proceed to report your organization's income, including grants received, fundraising proceeds, and any other revenue sources.
05
Deduct any eligible expenses, such as salaries, rent, utilities, and program-related costs. Be sure to keep proper documentation for these expenses.
06
Report any non-cash contributions your organization has received, such as donated goods or services.
07
Calculate your organization's total assets and liabilities, and provide this information in the appropriate section.
08
Complete any additional sections of the checklist, such as reporting lobbying activities or political expenditures if applicable.
09
Review all the information entered to ensure accuracy and completeness.
10
Once completed, submit the checklist and accompanying documents to the appropriate tax authority.

Who needs non-profit tax prep checklist?

01
Non-profit organizations that are recognized as tax-exempt by the IRS.
02
Organizations that have received income, donations, grants, or any other form of revenue during the tax year.
03
Non-profit organizations that are required to file an annual tax return, such as Form 990 or its variants.
By following the steps mentioned above, organizations can ensure that they accurately fill out their non-profit tax prep checklist and comply with the necessary reporting requirements.
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The non-profit tax prep checklist is a list of items and information that non-profit organizations need to gather and report when preparing their tax returns.
Non-profit organizations are required to file a tax return and complete the non-profit tax prep checklist if they meet certain criteria set by the IRS.
Non-profit organizations can fill out the tax prep checklist by gathering all the necessary financial information and completing the required forms as per the instructions provided by the IRS.
The purpose of the non-profit tax prep checklist is to ensure that non-profit organizations accurately report their financial information to the IRS and comply with tax laws.
Non-profit organizations must report their income, expenses, assets, liabilities, and other financial information on the tax prep checklist.
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