Starting Out

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.

Banner - Starting Out
 
Action Course Title Runtime
Applying for Section 501(c)(3) Status
Ensure your organization is eligible for tax exemption before applying. This course discusses eligibility, the benefits of exemption, how to apply and what you should know while waiting for a determination letter.
Alternate PDF Version
39:39
Form 1023 (Interactive) and Prerequisite Questions PDF
If your organization qualifies for tax exemption, you can use the Interactive version of Form 1023 to apply. It includes prerequisite questions to ensure that your organization has the required documentation. Other useful tools include auto-calculating fields, supplemental pages for additional information, help buttons and links to relevant information. The form can be printed and submitted just like the standard Form 1023. An accessible version of Form 1023 is also available. Your organization may also be eligible to file Form 1023-EZ instead.
Text Version of Prerequisite Questions
 

 

Additional Information for New Organizations

Action Information
Life Cycle of an Exempt Organization - IRS.gov link
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.