What to expect from this course and what's important in the IRS Form 1023-EZ instructions.
The IRS wants to make sure you don't try to use Form 1023-EZ to apply for tax-exempt status unless your organization is eligible to use the form. So it is necessary to complete the very helpful eligibility checklist provided by the IRS. In this video lesson I go over the entire checklist and explain what everything means so you don't have to look everything up.
In this video lesson I explain how to get a PDF copy of the 1023-EZ so you can print it and fill it out by hand before you log in to the Pay.gov website and prepare the real thing. The next lesson after this is where I actually log into pay.gov and fill out the 1023-EZ online. Both lessons are very similar, but this lesson has more detail
In this video lesson I walk you through filling out the online Form 1023-EZ at the Pay.gov website. This lesson is not quite as detailed as the previous walk-through of the PDF form, but it shows you how the online form works. Still lots of detail and tips.
Here I give a fairly brief explanation of this critical Revenue Procedure published by the IRS to explain the reinstatement procedures available to nonprofits whose tax-exempt status was revoked for failure to file an annual return or notice for three consecutive years. I explain which procedures can be used with Form 1023-EZ.