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
  Overview of Form 1023 e-Filing
As of Jan. 31, 2020, the IRS requires that Form 1023 be completed and submitted through Pay.gov. There is a 90-day grace period during which the IRS will continue to accept paper versions of Form 1023.
 
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

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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.