How to Complete IRS Tax Forms for Your 501(c)(3) Organization

This introductory course guides participants through the basic steps of forming a nonprofit organization and preparing an application for federal tax exempt status under section 501(c)(3) of the Internal Revenue Code. Learners will review key IRS requirements, including charitable purpose, organizing documents (articles of incorporation), bylaws, and governance standards, and walk through the main sections of Form 1023 and Form 1023-EZ at a non-legal, beginner-friendly level. Using checklists, sample language, and practical examples, the class highlights common mistakes, basic record-keeping expectations, and what to do after submitting your application, so new founders feel more confident working with their own attorney or tax professional to complete and file their packet with the IRS.

 

Prerequisites:  **********Prerequisites: Reserve your business name and Tax ID number   Go to IRS.GOV,  select file and go to the last column and select apply for an Employer Identification Number (EIN).

Prerequisites: **********Prerequisites: Reserve your business name and Tax ID number Go to IRS.GOV, select file and go to the last column and select apply for an Employer Identification Number (EIN).