Starting out to get tax-exempt status

 

Applying for tax-exempt status? You've come to the right place. Below are a few IRS tools to get your organization moving in the right direction.

Course title Runtime
Applying for Section 501(c)(3) status course

Ensure that your organization is eligible for tax exemption before applying. This course discusses eligibility, the benefits of exemption, how to apply and filing requirements while waiting for a determination letter.
Transcript PDF

39:39
Overview of Form 1023 e-filing course

The IRS requires that Form 1023, Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code, be completed and submitted through Pay.gov.
Transcript PDF

30:00

Additional information for new organizations

Overview of Form 1024 e-filing course
The IRS requires that Form 1024, Application for Recognition of Exemption Under Section 501(a) or Section 521, be completed and submitted through Pay.gov.

Overview of Form 1024-A e-filing course
The IRS requires that Form 1024-A, Application for Recognition of Exemption Under Section 501(c)(4), be completed and submitted through Pay.gov.

Life cycle of an exempt organization
The Life Cycle tool provides information on points of intersection between organizations and the IRS. Materials include explanatory information and links to forms an organization may need to file during the five stages of its charitable life.