If you are the owner of a non-profit organization you still have to prepare the required tax forms. Some of these forms are aimed to verify the tax-exempt status of the organization. The IRS wants to be sure that the business meets all the requirements for exemption from federal income tax.
What is the Purpose of Form 1023-EZ?
Form 1023-EZ, Streamlined Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code, is issued by the IRS to help small organizations apply for tax-exempt status. To verify the eligibility for completing the form, the representative of a certain organization should look through the Eligibility Worksheet connected to 1023-EZ.
Keep in mind that applying for the tax-exempt status doesn’t guarantee that you will get it. Besides this, the IRS can ask for additional documents once they’ve accepted the application. For example, you may have to present bills of sale and checks received during a designated period of time.
When is Form 1023-EZ Due?
The streamlined application must be filed within twenty-seven months from the date of organization’s formation. If the IRS approves it, the registration date is considered to be the day of exemption.
What Information do I Need to Provide in Form 1023-EZ?
IRS Form 1023-EZ has six parts which need to be completed:
What do I Do with the Form after its Completion?
Form 1023-EZ is filed with the IRS electronically.
of Certificates of Excellence
|With a fast-growing network of over 1500 volunteers, Crisis Text Line wanted to recognize their volunteer’s outstanding crisis response efforts. As part of expanding the volunteer onboarding process, Crisis Text Line wanted to speed up the creation of two kinds of certificates; one for graduation from a 34-hour crisis response training program, and another for the completion of a year’s worth of service. To do this, the nonprofit needed a way to automatically generate certificates that was simple, flexible, and easy to integrate with their volunteer database and computer network.
Crisis Text Line is the first national 24/7 crisis support line that does crisis intervention all through text message. With 20 million text messages in 3 years and 8 active rescues a day, Crisis Text Line needed a system with the capacity to keep up with the speed, growth, and the critical nature of their operations. Crisis Text Line had used open-source PDF libraries in the past, but now they wanted to find a way to automatically generate a certificate that was simple, flexible, and easy to integrate with their volunteer database and computer.
PDFfiller’s API for
|After identifying PDFfiller’s API as a tool with the ideal feature set, Crisis Text Line created a new integration with the capacity to streamline all kinds of internal document management workflows, including tools to automate document filling, signature collection, and custom branding.
To start the process of automatically filling certificates, Crisis Text Line uses PDFfiller to create a base template embedded with the signature of the granting organization and with fillable fields for volunteer data. Then, using a pre-determined trigger, the volunteer names and the date of course completion are sent in a data call for automatic filling via the API. For the recipients of one-year certificates, Crisis Text Line also sends the number of conversations the volunteers have taken, as well as the number of hours they’ve spent in those conversations.
Once the certificate is automatically filled with data by PDFfiller’s API, Crisis Text Line gets a link to the hosted version of the PDF and sends it to the volunteers in a congratulations email they receive when they’ve completed the program. It’s that simple! Now that this initial part of the process is complete, Crisis Text Line can take the next step of using PDFfiller’s API to automatically send out their certificates.
THE BENEFITS OF
A Flexible Tool and a
Using PDFfiller’s API for automated certificate filling has picked up the pace of production, enabling Crisis Text Line to generate around 300-500 certificates a month. The process for the creation of both types of certificates is completely automated, and essentially runs itself. With the API integration in place, Crisis Text Line can easily meet their future goal of accommodating triple the current number of volunteers.
As an organization with in-house technical capacity and a creative, do-it-yourself mindset, It was important to Crisis Text Line to identify a technology that was easy to work with. They were particularly drawn to PDFfiller for its flexibility and the minimal time and effort investment required to get a system ready to go into production.
PDFfiller’s technical support team is committed to working with Crisis Text Line to come up with solutions that meet their needs, in particular a secure and simple authentication mechanism. In providing assistance with this feature, and during the overall onboarding process, PDFfiller was able to respond to the needs of Crisis Text Line quickly and efficiently.
Crisis Text Line:
Building a Better Solution
As Crisis Text Line’s team of volunteers grows, PDFfiller can help them respond to new automation challenges. While their current application is fairly simple – filling and retrieval of PDF certificates – the feature set of PDFfiller’s API will allow for the automation of other document management workflows as the need arises.
More importantly, PDFfiller is already positioned to meet the needs of organizations that work with other kinds of online business management tools. Crisis Text Line currently plans to use Salesforce as a customer relationship management tool. CTO Chris Johnson was excited to learn that a PDFfiller Salesforce app already exists that allows Salesforce users to easily edit, redact and sign PDF documents without ever leaving the Salesforce platform.
According to Crisis Text Line, the graduation and recognition certificates play an important role in recruiting, as well as creating a unified and proud volunteer network. The application of PDFfiller’s API for certificate creation is a reflection of Crisis Text Line’s belief in using data science and technology to make crisis intervention faster and more accurate. Working with PDFfiller is making it easier for Crisis Text Line to recognize volunteer excellence, which in turn is helping Crisis Text Line build better solutions to support those in crisis.
For the complete paper, click on the link below:
Coming last in PDFfiller’s review of extension forms, this post focuses on form 8868, used by tax-exempt organizations.
Who needs the Form 8868?
An exempt organization that wants to request an automatic 3-month extension of time to file its return needs Form 8868. This form is also used to request any additional extensions.
Is the Form 8868 accompanied by any other forms?
No, the 8868 Form is not accompanied by any other forms.
When is the Form 8868 due?
Form 8868 is due by the due date of the return for which you are requesting an extension. In the case that an additional extension has been requested, the form has to be filed by the extended due date of the return. It is wise to file the Form 8868 early so that you will have time to file the return on time if the extension is denied.
How is the Form 8868 completed?
The Form 8868 is a 2-page form. The form has two parts, Part I (Automatic 3-Month Extension of time) and Part II (Additional (Not-Automatic) 3-Month Extension of Time).
Only complete this section if the organization is applying for an automatic 3-month extension of time (6 months for a corporation required to file Form 990-T) to file the return. Complete the identifying information on the filer including name, address, E.I.N., or social security number. Enter the code for the form for which you are requesting an extension. Fill in the name, telephone, and fax number of the individual who takes care of the books for the organization. Check the applicable boxes.
Line 1: The date entered on this line cannot be later than 3-months (6 months for a corporation required to file Form 990-T), from the original due date of the return.
Line 2: If you checked the box for change in accounting period, you must have applied for approval to change the organization’s tax year unless certain conditions have been met.
All filers must complete lines 3a, b, and c, even if the organization is exempt from tax or do not expect have any tax liability.
Line 3a: Refer to the organization’s return and its instructions to estimate the amount of tentative tax reduced by any non-refundable credits.
Line 3c: Balance Due. If there is a balance due, to avoid interest and penalties, pay the full balance due with the form.
This section is completed if the organization requesting an additional 3-month extension.
Line 4: The date entered here cannot be later than 6 months from original due date of the return.
Line 6: Refer to Part I, Line 2.
Line 7: For the IRS to grant the organization an additional extension for filing a return, the organization must file an application on time and include an adequate explanation regarding why the return cannot be filed by the already extended due date.
All filers must complete lines 8a, b, and c, even if the organization is exempt from tax or do not expect to have any tax liability.
Line 8a: See the specific form and form instructions to estimate the amount of tentative tax reduced by any non-refundable credits.
Line 8c: Balance Due.
Sign and date the form. Fill in your title as well.
What is the mailing address for the Form 8868?
Send the 8868 to the following address:
Department of Treasury
Internal Revenue Service Center
Ogden, UT 84201-0045
A separate Form 8868 must be filed for each form for which you are requesting an extension. No blanket request for the form is allowed. Refer to the IRS written instructions for more detailed information regarding the form.