How to Get Tax-Exempt Status Back After Being Revoked for Not Filing Tax Returns

Plain English instructions to guide you through the maze of IRS jargon and regulations and get your tax-exempt status back.

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Overview

Having your tax-exempt status revoked is an urgent problem, and the solution can get complicated. This online course takes you through the process, step-by-step, to file the right paperwork to get your tax-exempt status reinstated.

NOTE: This is not a course on how to prepare Form 1023 or Form 1024!

In this course you'll learn the answers to questions like these:

What if you didn't get a revocation letter from the IRS?
What if you never applied for tax-exempt status?
Should you call the IRS?
What if you think the IRS made a mistake and revoked your status in error?
Do you need to go back and file returns for every year?
Will you have to pay penalties?
What does the IRS mean by "showing reasonable cause" for not filing returns?
What if I can't show reasonable cause for filing late?

This course answers all these questions and more.

What's in the course?

First, I provide a simple flowchart showing you the decision-making process in determining which path to follow in applying for reinstatement.
Next, I provide 16 video lessons teaching you everything you need to know to successfully apply Revenue Procedure 2014-11 and choose the right path to reinstatement.
Finally, I provide two example letters to explain to the IRS that your exempt status was revoked in error, and one example letter showing how an organization provided a reasonable cause for why it did not file returns for three consecutive years.

MONEY BACK GUARANTEE

If for any reason you are not satisfied with this course, I'll gladly refund your entire purchase price. You don't have to jump through any hoops.

Written Instructional Materials

(1) Copy of instruction manual. (2) Decision Flowchart.

NEW!! Form 1023, 1024-A and 1024 are E-File Only.pdf

Preview

(pdf) Instruction Manual Table of Contents Preview

Preview

(pdf) Rev Proc 2014-11 Flowchart

(pdf) Reinstatement Instruction Manual (Updated 2022)

Course Videos

01 Start Here. Flow-chart walk-through.

02 Video: Reinstatement Process Overview

03 Video: Basics of Revocation

04 Video: Important Terms

05 Video: Effects on Operations

06 Video: Discovery of Revocation

07 Video: Determination Letter?

08 Video: Revocation Letter Received or Not?

09 Video: Mistaken Revocation: IRS Error?

10 Video: How to Correct an IRS Error

11 Video: Intro to Rev. Proc. 2014-11

12 Video: Easiest Method. Sec. 4, Rev Proc 2014-11

13 Video: Section 5, Rev Proc 2014-11

14 Video: Section 6, Rev Proc 2014-11

15 Video: Section 7, Rev Proc 2014-11.

16 Video: Reasonable Cause Explanation

17 Video: Reasonable Cause Case Study

Example Letters

These letters contain language and examples that will help you.

Case study reasonable cause (MS Word)

Eample Letter Revoked in Error (MS Word)

Example Letter Revoked but had Extension .docx

Sample Tax Compliance Policy Documents

To show the IRS that the organization is taking steps to prevent non-filing problems in the future, it can be helpful to have the organization adopt a Tax Compliance Policy by corporate resolution. Here I offer a "suggested" policy and resolutions that may be considered and which you may adapt and edit for your use. I encourage you to have them looked over by legal counsel before adopting them. And, consider that if the organization is unlikely to actually follow the policy, it is probably better NOT to adopt it. Failing to follow corporate policy can create additional liability for officers, directors, and management.

Sample tax compliance policy.docx

Sample Corporate Resolution .docx

Sample written consent resolution .docx

Education, Training, and Solutions for Nonprofits

David McRee, CPA has been helping nonprofit organizations apply for tax-exempt status, meet their government filing obligations, and get out of trouble with the IRS for over 24 years. As economic conditions have shifted in recent years, he has seen a tremendous increase in demand for training for those individuals wanting to "do-it-themselves" rather than hire a professional. He is committed to providing accurate, easy-to-understand instruction to nonprofit officers, directors, volunteers, CPA's and to other professional advisors serving nonprofits.

Florida CPA License #AC0031324.

Linked_in Youtube Website

FAQ

What if I still have questions after I take the course?

You can contact me here http://nonprofittaxguy.com/contact/
and I'll try to answer your question.

Will taking this course guarantee that the IRS will grant retroactive reinstatement?

No. Whether the IRS will offer retroactive reinstatement depends on your facts and circumstances and how well you construct your reasonable cause statement.

Will this course teach me to prepare Form 1023 or Form 1024?

No. But it will teach you to prepare the reasonable cause statement to attach to the 1023/1024 application if required.