Filing Tips for Exempt Organization Returns - Tax Years After 2007


Annual Exempt Organization Information Returns
Requirements for (and exemptions from) filing annual exempt organization returns and schedules thereto.

Filing Tips for Form 990 (Tax Years 2008 and Later)
Filing tips for Form 990 for tax years after 2007.

Filing Tips for Form 990-EZ
Filing tips for Form 990-EZ

Common Errors Made by Exempt Organizations, Filing Tips for Form 990-PF
Filing tips for Form 990-PF

Which forms do exempt organizations file?
Table illustrating transition rules for implementing revised Form 990.

Separate Returns Need Separate Envelopes
Tip on reducing processing errors

Reminder: Don't Include Social Security Numbers on Publicly Disclosed Forms
Do not include personal identifying information in discloseable returns.

Foreign Financial Accounts Reporting Requirements
Foreign account owners may have to report their accounts to the government, even if the accounts do not generate any taxable income.

Communications Excise Tax Refund Requests by Exempt Organizations
Process for an exempt payor to claim a refund of communications excise tax paid in error

Interactive Training

Learn more about the benefits, limitations and expectations of tax-exempt organizations by attending 10 courses at the online Small to Mid-Size Tax Exempt Organization Workshop.