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APPLICATION FOR TAX-EXEMPT STATUSParcel # Organization Location Mailing Address Please answer all seven questions. If the questions is not applicable to your situation, use N/A. Use plain paper if
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How to fill out application for tax-exempt status

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How to fill out application for tax-exempt status

01
Gather all necessary information and documents required to apply for tax-exempt status.
02
Download or obtain the Application for Recognition of Exemption form (Form 1023 for most organizations, or Form 1023-EZ for certain small organizations).
03
Read the instructions carefully and follow them to complete the application form.
04
Attach any required schedules, attachments, or additional documents as mentioned in the instructions.
05
Pay the applicable application fee (if any) using the accepted payment methods.
06
Review the completed application thoroughly to ensure accuracy and completeness.
07
Submit the application and all supporting documents to the relevant tax authority by mail or electronically (if applicable).
08
Wait for the tax authority to review and process your application. This can take several months.
09
Respond promptly to any requests for additional information or clarification from the tax authority.
10
Once approved, you will receive a determination letter confirming your tax-exempt status. Keep this letter for your records.

Who needs application for tax-exempt status?

01
Non-profit organizations and certain other entities that meet the requirements set by the tax authority.
02
Examples include charities, educational institutions, religious organizations, social welfare organizations, and scientific research organizations.
03
It is important to consult with a tax professional or refer to the official guidelines to determine if your organization qualifies for tax-exempt status.
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