ExpressTaxExempt Blog

Happy Thanksgiving from ExpressTaxExempt

This Thanksgiving season we, at ExpressTaxExempt, are very grateful for each and every one of our users. Whether this was your very first year using our services, or if you are a loyal client, we are very appreciative of you choosing to do business with us, and we would like to say “Thank You.” As always, ExpressTaxExempt strives to be synonymous with everything concerning exempt organization filings, and with your continued support, there’s no doubt that we will further exceed all our expectations.

With ExpressTaxExempt, we offer support for the following tax-exempt forms:
  • Form 990 (Long) - For exempt organizations with gross receipts greater than $200,000 and total assets greater than $500,000.
  • Form 990-EZ - For exempt organizations with gross receipts greater than $50,000, but less than $200,000 and total assets less than $500,000.
  • Form 990-N (e-Postcard) - For exempt organizations with gross receipts less than $50,000.
  • Extension Form 8868 - Part I (Automatic 3-Month Extension) Part II (Additional, Non-Automatic 3-Month Extension)

For nonprofits or charities that are still looking to become tax-exempt, we will soon be offering support for Form 1023, Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code. With this all-inclusive, new support, you can fully complete a section 501(c)(3) application and download it directly from your account to mail to the IRS. You won’t find this service anywhere else online except for ExpressTaxExempt.

ExpressTaxExempt makes e-filing tax returns for exempt organizations easy, quick, and efficient with the following features:
  • Interview-Style Format - Complete forms by answering a series of simple-worded questions. 
  • Cloud Computing - Start, stop, and then continue from where you left off. Information entered remains in your account and accessed whenever you log in.
  • Built-In Audit Check - Perform an automatic error check based on the information entered for any mistakes that could cause a rejection.
  • Worry-Free Security - Encrypted site, McAfee secure certified, and protected by SSL (Secure Sockets Layer).
  • Mobility - Mobile apps for e-filing Form 990-N (e-Postcard) & Extension Form 8868.
  • Email Notification - You receive notifications when forms have been transmitted, accepted, or rejected, and notifications when it’s time to e-file again.

As you spend the holiday this week with family and friends, we’ll be doing the same. Our office will be open on Wednesday, November 25, during our normal business hours of 9 a.m. to 6 p.m., EST; our support team can be reached at (704) 839-2321. We will be closed on Thanksgiving Day and only offer email support (support@expresstaxexempt.com) on Friday, November 27; normal business operations will resume on Monday, November 30.

We wish you all a safe and happy Thanksgiving, and thank you for choosing ExpressTaxExempt for your exempt organization e-filings.

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A Form 1023 Thanksgiving

The most common tradition for the Thanksgiving holiday is probably being around family and friends. While some of you may not have to travel too far, the rest of you might have to cross a great distance to be near those dear to your hearts. 

Whether you’re visiting for just a day, or you’re having one of those ol’ school, 5-day family get-togethers, you’re most likely planning out things before you take your trip, things like what dish you may have offered to bring, or things necessary for overnight stays. The point is that you’re preparing beforehand rather than just showing up with nothing at all.

Much like preparing for a trip, you can’t just dive-in head first to fill out a Form 1023 for tax exemption. You should have your organization’s records in order or else you’ll find yourself losing time going back and forth trying to find the correct information. Even if you do have your records organized, understand that you may still need to consult a tax professional when presenting your organization for tax exemption.

Imagine your mother’s or grandmother’s world famous turkey stuffing, if you can. Even though you brought all the ingredients for it, you probably still need her help to make it as tasty as you remember. But you still have everything to at least get started. With the Form 1023, the following documents are needed before you even begin to properly start the form:

What is Required to File Form 1023
  • Employer Identification Number (EIN)
  • Organizing Document (Article of Incorporation, Trust Agreement, or Articles of Association, Constitution, Bylaws or Other Similar Organizing Documents
  • Section 501(c)(3) Purpose and Dissolution Clause Verification (Included in Organizing Document)
  • Form 2848, Authorized Representative Verification (if applicable)
  • Form 8821, Tax Information Authorization

Your EIN is used to identify a business entity, and it’s also known as a Federal Tax Identification Number. You can apply for an EIN online through the IRS website, but they stress having your organization legally formed before doing so. The Organizing Document states what your organization is, and establishes the purpose and how your organization works. To make it simple, your organization should be fully established before filing for tax-exemption.

If you have a tax professional, or a lawyer, whom you would like to represent on behalf of your organization to the IRS, an Authorized Representative Verification form is needed. If not, then it isn’t necessary. The Tax Information Authorization form grants permission for any individual, corporation, firm, organization, or partnership of your choosing to receive and inspect confidential tax information about your organization; this form is required under any circumstances. If you don’t have the information to complete that part, you won’t even qualify to complete a Form 1023.

It pays to be prepared whether you’re applying for tax-exempt status, or going to visit family for Thanksgiving. With ExpressTaxExempt, you can use our unique, streamlined e-filing features to complete a Form 1023. Once you’ve successfully filled out the application, you can print out your completed form and mail it to the IRS.

Our support team is thankful to be able to provide you with any assistance in regard to filing for tax-exemption or e-filing any one of our supported forms for exempt organizations. Feel free to give us a call Monday through Friday from 9 a.m. to 6 p.m. at (704) 839-2321. You can also email us 24/7 at support@expresstaxexempt.com, or chat with us at www.expresstaxexempt.com.

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Nonprofit Showcase (A.Bevy, Incorporated)

Throughout the month of November, we have been sharing beneficial tips and advice for nonprofits and charities about holiday fundraising, and information regarding IRS compliance with tax-exempt return forms. With our #nonprofitnovember campaign, we also have been highlighting nonprofit organizations and charities that have been diligently serving their communities. And this week we are proud to showcase A.Bevy, Incorporated.

A.Bevy, Incorporated is a nonprofit organization, founded by Bryant Kirk White, with a focus on instruction through the arts, and the realization of self and individualism. Established in 2009, the organization’s vision has been placed upon “The Three Pillars,” CHANGE. PROGRESSION. GROWTH., which are the three keys towards living through one’s own distinctive purpose. A.Bevy became incorporated in 2012 with a mission “to assist individuals in finding their true passion, path, and purpose through creative introspective experiences.” As of 2014, A.Bevy, Incorporated is properly recognized as a section 501(c)(3) organization by the Internal Revenue Service.

Located in Laurens, South Carolina, A.Bevy, Incorporated hosts a number of fundraising events including banquets, tournaments, shows, festivals, forums, and workshops. The funds produced from these events are used to sponsor future events, but more importantly, to finance a variety of annual scholarships for South Carolina college students. Since its modest beginnings, A.Bevy, Incorporated has graciously grown into six collegiate sectors including Rock Hill’s very own Winthrop University.

Through educational events, media stimulating contemplative journeys towards self-purpose, and generous investments into the future minds of America, A.Bevy, Incorporated will continue to grow as a recognizable force throughout South Carolina and beyond. Thank you, A.Bevy, Incorporation - a shining example of #nonprofitnovember.

For more information about A.Bevy, Inc., you can check out the organization’s website for contact info. And if there are any other nonprofits or charities you would like to see showcased for #nonprofitnovember, let us know in the comment section below.

It doesn’t matter if your nonprofit is large or small, if it’s been around for years, or if you're just starting out. ExpressTaxExempt is your online solution for exempt organization e-filing. E-file tax-exempt return forms, extensions, and soon you can even apply for tax-exempt status with our section 501(c)(3) applications. Our live support team in Rock Hill, South Carolina can assist you with the e-filing process. Call us at (704) 839-2321; we’re available Monday through Friday from 9 a.m. to 6 p.m. EST. We also offer 24/7 email support through support@expresstaxexempt.com, and live chat at www.expresstaxexempt.com.

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Final Exempt Organization Deadline of the Year

It’s on its way! If your exempt organization operates on a calendar tax year, and you filed Part II of Extension Form 8868 back in August, then Monday, November 16, is the last day you can file your tax-exempt return on time.

“Which tax-exempt return needs to be filed?”
This final deadline is for organizations who are required to file Form 990 or Form 990-EZ.

Reminder: Form 990 needs to be filed by exempt organizations with gross receipts greater than $200,000 and total assets greater than $500,000.
Form 990-EZ is to be filed by exempt organizations with gross receipts over $50,000, but less than $200,000, and total assets less than $500,000.

You also need to have been approved for Part II of the Extension Form 8868. If you have not been granted a second extension, or never e-filed for one, then your last due date was months ago and this November deadline does not apply.

“I was told my deadline was November 15.”
That is correct. Under normal circumstances, the final deadline would be the fifteenth of November. However, November 15 is on a Sunday this year. According to the IRS, if any tax day falls on the weekend, or a national holiday, it is pushed back to the next business day.

“How do I know if my organization operates on a calendar tax year?”
Your tax year period will tell you which tax year your organization works with.
  • Calendar Tax Year - Only if your “tax begin date” is Jan 1. and your “tax end date” is Dec 31. can your organization be considered as operating a calendar tax year.

  • Fiscal Tax Year - If your beginning and ending dates are not Jan 1. and Dec 31., then the November deadline doesn’t apply to you. You could possibly have a final deadline of December 15 if your begin date is Feb 1. and end date Jan 31.
Note: No matter if you use a calendar or fiscal tax year, your original due date will always be the 15th day of the 5th month after your tax end date. At that point, you can either file your tax return, or you can file an extension.

“What if I file the e-Postcard?”
If you normally file Form 990-N (e-Postcard), then this deadline doesn’t apply to you unless you have November 15 as your original due date to file. You can find out by using the IRS Exempt Organization Select Check. Search using your Employer Identification Number (EIN) and it’ll show when you last filed an e-Postcard along with your tax dates, and basic organization details.

Important: A tax extension cannot be filed for Form 990-N (e-Postcard). Exempt organizations are encouraged to e-file by their original due date.

Don’t wait any longer!!! ExpressTaxExempt has everything you need to stay compliant with the IRS regarding exempt organizations. We offer support for 990 forms, extensions, and coming soon our service will include applications for tax-exempt status.

Need some assistance? Have no worries because our live support team in Rock Hill, South Carolina is ready to get you through the in’s and out’s of the e-filing process. Contact us at (704) 839-2321, Monday through Friday from 9 a.m. to 6 p.m., EST. Help is only a few keystrokes away with our 24/7 email at support@expresstaxexempt.com, or through live chat at www.expresstaxexempt.com.

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‘Tis the Charity Season

During the last few weeks of the year, surveys show that charities and nonprofits raise close to 50% of their annual contributions. And it’s the time once again when nonprofits are gearing up for the upcoming waves of donations and contributions during the holiday season. Thanks to the Internet, you can find an abundance of ways your organization can make the most with this upsurge of generosity. Here are some tips to drive those donations towards the end of the year:

Stories to Share - Ask those that your organization helps to express or tell their story. You can showcase that story as a post or a video, and share with donors the type of impact they create. The showcase doesn’t have to necessarily ask for donations; you can provide other ways supporters can help, and then list donations as a secondary option.

Signify the Holidays - From Thanksgiving to New Year’s, and every holiday in between, you should make an effort to be active with your supporters. For New Year’s, you can have donors contribute as a New Year resolution, or have them donate in recognition of someone they’re thankful for around Thanksgiving. Christmas could be donating a gift for those in need; the possibilities could be limitless.

#GivingTuesday - The first Tuesday after Thanksgiving is the national day of giving. Your nonprofit could take advantage by offering special donation rewards like matching a donation dollar for dollar, or a two-for-one donation offer.

Transparency is Key - Be able to clearly convey to your supporters how their donations are used; that can be done with a simple email, or a grand presentation of some kind. Donors are gratefully at ease when they know how far every dollar goes.

Hosting & Promoting - Events are best this time of year for receiving donations. And even though they may require proper planning, you always have your network of supporters and volunteers to rely on. Food shelters can host a canned food drive, animals shelters can have a day where kids make animal-shaped holiday cards, and homeless shelters can serve meals.

Check out the popular, event-planning website, Inspherio, for ways to coordinate your holiday event, and post photos of your event or donation gathering on social media with #nonprofitnovember.

Giveaways - Offer a holiday themed giveaway. You could be giving away event tickets, consumer items, or even team up with a local grocery store to give away coupons. Whatever you decide to do, promote it often on every social media channel your organization has.

The list can go on and on, but however you decide to engage your supporters, now is the perfect time. And all those contributions can quickly and easily be reported on your Form 990 (Long) or Form 990-EZ through ExpressTaxExempt. Our bulk upload feature allows you to enter all of your contributors at once with no hassle.

Our live team of professionals in Rock Hill, South Carolina is ready to contribute with any assistance you may need e-filing your exempt tax return. We’re available Monday through Friday from 9 a.m. to 6 p.m. EST, at (704) 839-2321, or email us 24/7 at support@expresstaxexempt.com. Chat with us too at www.expresstaxexempt.com.

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27-Month Threshold

Time is always a factor in just about everything we do. You work for a number of hours throughout the day, you have a few hours for yourself or your family. You may have to be somewhere at a certain time, or you have to leave right at a certain hour. Things that have to get done, or activities that we would like to do, are often decided on how much time we have to do them. The same thing goes for taxes, or any federal forms for that matter. 

When filing for tax-exempt status, the IRS processes applications in the order they were received. But cases can be worked out of order sometimes. What’s important here is that how soon or late you apply for tax-exemption can determine when your organization actually receives its tax-exempt status.

So there’s this rule… this sort of 27-month rule that’s associated with section 501(c)(3) applications. Generally, your organization can be recognized as tax-exempt from the day it was officially formed. To receive that type of recognition date, you need to have your tax-exempt application filed, and accepted by the IRS, within 27 months after the end of the month your organization was formed.

Example: Your organization was officially formed on August 20, 2015. To get your exempt status to have to same date, your Form 1023 needs to be filed and accepted by the end of November 2017.

Now that’s a big chunk of time; it’s a little over two years. But don’t procrastinate. A lot can happen for a start-up organization within two years. You might not even decide to become tax-exempt until after a full year of operation.

“What happens if I file after 27 months?”

Nothing drastic or terrible will happen to your organization if you happen to file after 27 months. Your organization’s tax-exempt status will only be recognized after your actual filing date. However, there are exceptions depending on your organization filing late. For specific situations that mandate exception from the rule, contact your local tax professional or visit the IRS webpage.

Why wait a full two years when ExpressTaxExempt is your online solution to preparing your section 501(c)(3) application for tax exemption? Your information entered with ExpressTaxExempt is saved automatically, safely secured, and easily accessible at your leisure - anytime and anywhere. Our service also checks for any filing errors or mistakes so that your Form 1023 application can be complete and correct the first time around. Best of all, you can download and print your completed form as soon as you’re done.

Preparing your Form 1023 doesn’t have to be extremely hard. Our live team of expert professionals in Rock Hill, South Carolina are ready to help. Contact us by phone at (704) 839-2321; we’re available Monday through Friday from 9 a.m. to 6 p.m., Eastern Standard Time. You can also reach us by 24/7 email at support@expresstaxexempt.com, or by live chat at the ExpressTaxExempt website.

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It’s November, and quite possibly, the epitome of Autumn. By this time, even if you’re located further south in the country like we are, the weather is a bit cooler, and the leaves are showing off those beautiful, crisp, fall colors. With the time falling back an hour this past weekend, it gets dark a lot sooner in the evenings; however, the sun brightly shines even earlier in the mornings, which is good for natural sleep patterns according to health professionals.

While there are many associations with the month of November, and Autumn in general, the biggest tradition is celebrating the Thanksgiving holiday - that great time of year where we reflect on the many things each of us are thankful for. We also see humanity shine at its brightest with the moving displays of compassion through annual food drives and feeding those who are less fortunate on Thanksgiving.

It is within that vein of seasonal tradition that ExpressTaxExempt presents #NonprofitNovember in which we recognize a number of nonprofit organizations that are serving and giving back to our towns and communities. Our #NonprofitNovember campaign will share helpful management tips for nonprofits and information about IRS compliance through filing the yearly required exempt tax returns. We’ll also keep you up-to-date with the most current industry trends coming straight from the leaders of local nonprofit organizations.

#NonprofitNovember serves as an outstanding opportunity for us to get to know you, and for you to become familiar with us. You all proudly serve our communities; so why not have a team ready to serve you when it comes to e-filing your exempt returns? ExpressTaxExempt offers the quickest and easiest way to transmit your 990 forms directly to the IRS so you can spend less time filing and more on what matters most, which is being a local pillar of support. Our service includes a variety of features that you would be hard pressed to find elsewhere coupled with the best in live, US-based assistance available.

And while we all use this month to give thanks, let’s not forget to show appreciation to those who are constantly giving back to others, sacrificing time to help those in need, and volunteering for little or nothing in return. “You’re the real MVP,” as the popular Internet meme would state. And let’s also not forget to enjoy these upcoming weeks of beautiful Autumn weather. Jump in pile of colorful leaves, or take a stroll through your local park. Enjoy it soon because Winter is just around the corner right along with having to be bundled from head to toe.

Don’t be the last one prepared for the next tax season like a lone leaf hanging from a tree branch. Sign-up for your FREE account with ExpressTaxExempt right now! We won’t let you “fall,” seasonal pun intended, if you have any questions or need any assistance. Contact our live, team experts at (704) 839-2321, Monday through Friday from 9 a.m. to 6 p.m. EST. We’re also available through 24/7 email support (support@expresstaxextension.com), and live chat (www.expresstaxexempt.com).

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Frequently Asked Questions

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