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What You Need To Know About Filing For Exempt Status With The IRS

As a non-profit organization, it is imperative that you file and maintain your tax-exempt status with the IRS. Since filing for your tax-exemption status is a detailed process we are sure you have a few questions. To avoid spending hours searching for accurate information, we have researched for you, so here is everything you need to know about filing for your tax-exemption status.

What You Need To Know About Filing For Exempt Status With The IRS

Here are the top seven questions most nonprofit leaders have when it comes to filing for exemption status. All information shared has been provided directly from the Internal Revenue Service at www.irs.gov:


1) Nonprofit and Tax-Exempt Status...Is There a Difference?

Nonprofit status is a state law concept. Nonprofit status may make an organization eligible for specific benefits, such as state sales, property and income tax exemptions. Although most federal tax-exempt organizations are nonprofit organizations, organizing as a nonprofit organization at the state level does not automatically grant the organization exemption from federal income tax.

To qualify as exempt from federal income tax, an organization must meet requirements outlined by the Internal Revenue Code.

2) How Can My Organization Be Recognized as Tax-Exempt?

To be recognized as exempt from federal income taxation, most organizations are required to apply for recognition of exemption. For section 501(c)(3) organizations, the law provides only limited exceptions to this requirement.

Applying for recognition of exemption results in formal IRS recognition of an organization’s status, and may be preferable for that reason.

3) What Form(s) Should I File For Exemption Status?

Most organizations must file one of the following specific Forms to receive tax-exemption status:
  • Form 1023, Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code (for charitable organizations; see instructions)
  • Form 1024-A, Application for Recognition of Exemption Under Section 501(c)(4) of the Internal Revenue Code (instructions)
  • Form 1024, Application for Recognition of Exemption Under Section 501(a) (instructions).
Click here to find out which application your organization is required to submit.

4) Where Should Exemption Applications Be Sent?

Send your completed exemption application to the address stated in the instructions to the application form:

Internal Revenue Service
P.O. Box 12192
Covington, KY  41012-0192

Express mail or a delivery service address:

Internal Revenue Service
201 West Rivercenter Blvd.
Attn: Extracting Stop 312
Covington, KY 41011

5) Can My Application Be Expedited?

Generally, applications are processed in the order received by the IRS. Sometimes, however, the IRS will expedite the application process for valid, compelling, and legitimate reasons.

A request for expedited processing must be made in writing and must fully explain the reason. Reference Expedited Application Processing for more information.

6) Is it Required That My Organization Has a Tax-Exempt Number?

No, unlike some states that issue numbers to organizations to indicate that these organizations are exempt from state sales taxes, the IRS does not issue numbers specifically for exempt organizations. While the IRS does issue Employer Identification Numbers (EINs), these are merely a unique identifier, similar to a Social Security number.

Applying for and receiving an EIN does not indicate an organization's tax status; however, your organization needs an EIN to apply for tax exemption.

7) Do Government Entities Need To Apply For Exemption?

Most state and local government entities are not required to pay federal income tax. For non-tax reasons, though, government entities are sometimes asked to provide a tax-exempt number or determination letter to prove their status as a tax-exempt organization.

State and local governments are not required to apply for this exempt status, however. As discussed in ‘Affirmation of Your Tax-Exempt Status,’ the IRS will issue a letter describing the tax status of government entities. Most organizations and individuals will accept this letter as the substantiation that they need. No application is required, and no fee is associated with this letter.


Now that you have what you need to know about filing for exemption status be sure to sign up for your free ExpressTaxExempt account to handle all of your Form 990 tax filing needs! Sign up today and maintain tax compliance with ease!

Register Today!

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How to Keep Your Tax-Exempt Status by Filing IRS Form 990

How to Keep Your Tax-Exempt Status by Filing IRS Form 990

Today is another IRS Form 990 deadline day! If your organization operates on a fiscal tax year that begins on February 1 and ends on January 31, you are required to file IRS Form 990 by today, June 15. You have until midnight to submit this form or extension Form 8868 to receive additional time to file.

Well the clock is ticking and time is running out, so let’s discuss how to file at the last minute and meet the June 15 deadline.

How to Keep Your Tax-Exempt Status by Filing IRS Form 990

The first step in meeting the June 15 deadline is to know which 990 Form your organization is required to file. There are four Forms that make up the Form 990 Series and we would hate for you to waste your time and file the wrong one. Here is a brief summary of each nonprofit IRS Form, simply select the one that best fits your organization: 

Nonprofit Form 990 Series

How to Keep Your Tax-Exempt Status by Filing IRS Form 990

Click here to find out what information your nonprofit organization needs to have to file these forms.

How To File IRS Form 990



Need More Time To File? We’ve Got You Covered!

If you need more time to file Form 990 or want to take your time completing the Form, that’s okay! You can quickly file Form 8868 for an automatic 6-month extension!

Form 8868 is used by nonprofit groups, charities, and other tax-exempt organizations to get an extension of time to file their federal tax return.

Filing this form with us by your Form 990 deadline will result in a 6-month extension of time to file your Form 990 and avoid IRS penalties. But don’t delay, you must file your IRS Form 8868 tax extension today in order to get the automatic 6-month extension.

The Easiest Way to File

ExpressTaxExempt eliminates the worry about missing your Form 990 filing deadline! With our simple, interview style e-filing process, you can complete your form and instantly transmit it directly to the IRS.

We offer easy e-filing for Form 990 Series returns (Form 990, Form 990-N (e-Postcard), Form 990-EZ, and Form 990-PF) so you can quickly file the correct 990 Form for your organization. For more information on e-filing pricing, click here.

Follow the simple step-by-step guide to create your free account, enter basic information about your organization, complete the form interview, review your information and audit report, pay for your form, and transmit it directly to the IRS. The entire process is completed in 5 simple steps!



E-File Form 990 Today!






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Everything You Need To Meet the June 15th Deadline 🙌🏾

This is a guest post from TaxBandits, an Authorized IRS e-file solution designed to handle the needs of tax-exempt organizations and small businesses.

Can you believe it has almost been a month since the big nonprofit tax return Form 990 deadline on May 15! This was the nonprofit tax return deadline for those nonprofits who operate on a typical calendar tax year.  However, if your organization operates on a fiscal tax year starting in February your IRS Form 990 is due June 15th! Hint hint; nudge nudge; that is THIS Friday. 😧  


So to help those of you still needing to file, we wanted to share everything you need to meet the June 15th deadline. 

Everything You Need To Meet The June 15th Deadline 

What is Form 990?

IRS Form 990 is the annual financial and informational return filed by all tax-exempt nonprofit and charitable organizations. Your organization's type and financial situation will decide which nonprofit tax return Form 990 you will file.

There are four types of 990 Forms in the Form 990 Series. Select and e-file the appropriate nonprofit tax return Form 990 based on the following requirements:

Form 990-N (e-Postcard) - For organizations reporting gross receipts less than $50,000

Form 990-EZ (Short Form) - For organizations reporting gross receipts less than $200,000 and total assets less than $500,000

Form 990 (Long Form) - For organizations reporting gross receipts equal to or greater than $200,000 and total assets equal to or greater than $500,000

Form 990-PF - For organizations identifying as an exempt private foundation, taxable private foundation, or a nonexempt charitable trust treated as a private foundation.

Preparing For The June 15 Deadline


Have Necessary Documents on Hand

Before filing your organization’s 990 Form, make sure you have located and organized all your required information. Trust me, being organized will make this process so much easier and less time-consuming.

Depending on which Form 990 you are required to file, you may have to report various details such as revenue and expense amounts, program services, a list of employees, financial statements, governance and more.

Know What Information You Need

Well since we’re on the topic of required information let’s go ahead to get to it. Here’s what you will need when you file your 990 Form with TaxBandits:

Information Needed To File Form 990-N
  • Employer Identification Number
  • Legal Name
  • Fiscal year period
  • Principal Officer
  • Current Address
  • Gross Receipts under $50,000
Information Needed To File Form 990/990-EZ/990-PF
  • EIN
  • Legal Name
  • Fiscal year period
  • Current Address
  • Contact number
  • Exemption type
  • List of Officers and Key Employees
  • Prior year return
  • Contributions for the past 5 years
  • Other Revenue details
  • Expenses
  • Investment Income details
  • Numbers of Employees, Contractors & Volunteers
  • Organization’s Mission
  • Accomplishments for the year (Grants Paid, Projects finished, etc.)
  • Donor Advised Fund Information
  • Endowment Funds Information
  • Assets (Art, Historical treasures, etc.)
  • Policies
  • Details of Activities
    (Political, lobbying, foreign transactions, etc.)
  • Related organizations


The Comprehensive Guide To Filing Form 990

Now that you know how to prepare your IRS Form 990 you can easily file with the help of TaxBandits. We support your organization by providing a simplified, interview style filing process, automatic schedules and worksheets, retransmit rejected returns for free, support prior year filing and more!

Be sure to check out The Comprehensive Guide To Filing A 990 Tax Form For Your Nonprofit; a great resource which gives you everything you need to know about IRS Form 990 and how to file it!

File IRS Form 990 Online

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How To Make Your Non-Profit Board Meeting Engaging

Nonproft group meeting
Building your non-profit organization takes time, dedication, commitment, and a great team to support it.

Once you’ve built your team of volunteers and supporters, it is important to meet to discuss the various aspects of your organization. However, while meetings are beneficial to an organization’s growth, they can become ineffective if not run correctly.

Today, we will learn how to make your non-profit board meeting engaging.

How To Make Your Non-Profit Board Meeting Engaging


1. Have a Purpose To Meet

There’s nothing worse than gathering your team for a meeting that has no real purpose. Meet only when necessary. If you don’t, your team will become uninterested and disengaged because they feel their time is being wasted. If what you want to discuss can be accomplished in a simple email do so your team will thank you for it.

2. Know Who To Invite

Unless you’re having a “Come to Jesus Meeting” that requires your whole team meetings should involve only those who are directly related to the topic. Determine what needs to be discussed and invite the necessary members of your team to keep the meeting brief and productive.

Note: Authority figures within your nonprofit organization must be present when major decisions are made. 

3. Create an Agenda & Send in Advance

I can’t emphasize enough how beneficial a preplanned agenda can be for keeping your meetings quick and concise. Every meeting should have an agenda with clear objectives and a time frame for discussion. You should include an explanation of how each topic up for discussion and how you will be taking suggestions. This will help your team fully understand the conversation and improve the productivity of your meeting. 

4. Keep Attendees Engaged

Make your meetings meaningful and engaging by keeping things going at a brisk pace, but allow enough time for a thorough discussion. Call on your members by name when their participation is needed. Vague discussions lead to vague responses. Have everyone look at the same document throughout the meeting to keep them involved and ask for feedback.

5. Provide a Closing Summary at the End of Each Meeting

Keep your team on the same page before you leave each meeting by doing a quick summary of the discussion and decisions made. Allocating 5 minutes at the end of your meeting for this summary will ensure shared understanding and clear commitments.

Bonus Tip: End the Meeting Early If You’re All Done! Never waste people’s time. If you waste theirs they will waste yours.
Now that you know how to make your meetings super-efficient, don’t forget to file your annual 990 Forms with ExpressTaxExempt. If your organization operates on a fiscal tax year starting in February your IRS Form 990 is due this Friday, June 15th.
Successful Nonprofit meeting which was engaging for board members


ExpressTaxExempt helps you remain tax exempt and free from IRS penalties. Create an account or sign in today to handle your nonprofit organization’s tax filing needs.

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How To Determine When To Engage With Non-Profit Donors

Non-profit leader learning how to determine when engage with non-profit donors
We all know that donations from generous individuals help sustain the mission of non-profit organizations. Throughout the year you find yourself promoting your non-profit through numerous emails, phone calls, social media posts, and more to receive donations. Once you’ve attracted a donor and received donations, when is the perfect time to follow up with them?

Today, we will answer the questions you’ve always had and will learn more about how to determine when to engage with donors.

How To Determine When To Engage With Non-Profit Donors

First-time and recurring donors want to know that you appreciate their contribution to your non-profit. While “thank you” goes a long way, there is a strategy that should go behind when to say it. Here is some insight on the best time to engage with your donors.

Prepare to Engage

As always, preparation is key to anything. Before you engage with a donor, it is essential to have a way to receive, track, and manage their information so you can maintain a positive donor relationship to foster continuous support.

Create a Donor Management System. This is a database where you will store all donor and gift information such as the date and time of the donation, the donor’s name, address and zip code. You can refer back to this information as needed to help customize donor communications in the future which will lead to recurring contributions.

Tip: Save this documentation and upload to a secure drive online. Once you create this database you will not want to lose it...trust me!


Same Day [Online Donation]

Express your gratitude immediately. 

When receiving an online donation, it is best to share your appreciation with a follow-up page as soon as the donor has finished the transaction.

The Following Day

Be sure to thank your donors for their contributions in a brief, yet compelling, email by the following day.

A great way to utilize your donor management system is to initiate this email after the donor's first gift automatically. Feel free to mention the campaign or project that their contribution will be supporting and attach a receipt for their records.

Note: This email should be sent from the director of the organization or a very well-known staff member that does well with maintaining donor relationships.

Within Four to Seven Business Days

An extra “thank you” never hurt, right? After a few days have passed, reinforce your gratitude with a heartfelt follow-up. This can be done via email or by letter. Take time to reiterate your appreciation and welcome them to your support team. Sharing an impactful story is always a plus!

Engaging with your donors is simple, easy, and rewarding! With so many ways to encourage giving, ExpressTaxExempt and our sister product TaxBandits are here to empower your nonprofit and be a helping hand with your nonprofit tax filing needs. You are in the business of helping others, now let us help you! Create a free account today and get back to making a difference in your community.

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5 Nonprofit Myths You Need To Leave in 2018

Do you remember getting in trouble for telling a “little white lie” while growing up? Well, a few white lies and myths are floating around regarding nonprofit organizations that we want to do away with, starting today. Here are five nonprofit myths you need to leave in 2018. 

Nonprofit leader learning about nonprofit myths

5 Nonprofit Myths You Need To Leave in 2018

1) Form 990 only has to be filed every 3 years

Tax-exempt organizations are required to file Form 990 tax returns annually. If an organization fails to file IRS Form 990 for three consecutive years, their tax-exempt status will be revoked. 

2) My organization used all our donations for the year and has no money left. There is no way we can be penalized for failing to file

Myth! IRS penalties are calculated based on the gross receipts of an organization, not its income. For this reason, organizations must file a Form 990 [annually] regardless of the amount of money that remains after the organization’s tax year has ended. 

3) Nonprofits only report substantial contributions on IRS Form 990

Too easy, right? A tax-exempt organization filing IRS Form 990 must report all donations. You will also need to include contribution details for donations $5,000 or more.

4) All small nonprofits can file Form 990-N

Private foundations must file a Form 990-PF regardless of their size or gross receipts. To learn more about IRS Form 990-PF, click here.

5) Nonprofits focus on big donors, not small ones


Lies, lies, and more lies. Nonprofit organizations are thankful for any donation they receive! As a nonprofit leader, you know how hard it is to muster up funds to adequately impact your community.

Although large donors are great and help sustain the work of your organization, be sure to also focus on those that make smaller donations to keep a good “cushion” of donors.

The Truth Sets You Free

As you lead your organization into the second half of 2018 leave these nonprofit myths behind and walk in truth. Don’t forget to keep detailed financial records and documents so you can be prepared to file your organization’s Form 990 at the end of your tax year.

ExpressTaxExempt offers a simplified e-filing process to handle your annual 990 tax filings and takes pride in keeping nonprofits compliant with the IRS. If you have questions or concerns, please contact the experienced team of experts located in historic Rock Hill, SC. We are available by phone, live chat, and email in both English and Spanish for your convenience. Click here to contact us today! 
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What To Do When You Miss The IRS Form 990 Deadline

Stressed nonprofit leader who missed the IRS Form 990 DeadlineWe’ve talked about everything 990 related for the last week or so and just like that, the May 15th deadline has come and gone. If you filed your organization’s IRS Form 990 by the Form 990 due date 2017, I am sure you have gladly removed anything 990 related from your ever-growing to-do list. Unfortunately, this isn’t the reality for every organization.

We have received several concerned calls from organizations that failed to file their 990 tax form by the IRS Form 990 deadline. They are all asking what they should do since they missed the Form 990 due date 2017 for tax returns.

We will be honest with you, there aren’t many options for you at this point, but we do have some advice on what to do when you miss the IRS Form 990 deadline.

*Take immediate action before your tax-exempt status is revoked*

What To Do When You Miss The IRS Form 990 Deadline

Long story short, the longer you wait to file the worse off your organization will be. The best advice that we can give you is to file IRS Form 990 ASAP!  Your penalties will only grow the longer you wait to file your 990 tax form...seriously. 

Even though you have [technically] missed the deadline, you can avoid the following IRS penalties if you take action soon. 

Late Filing Penalties

Organizations with gross receipts less than $1,020,000 for its tax year will have a penalty of $20/day for each day that the return is late. The maximum penalty for these organizations is $10,000 or 5 percent of the organization's gross receipts, whichever is less.

Organizations with gross receipts more than $1,020,000 for its tax year will have a penalty of $100/day for up to a maximum of $51,000.

Penalties Against Responsible Person(s):

Were you aware that individuals can be fined on behalf of an organization if the organization does not file during the fixed amount of time it has been given to fulfill its filing requirements? 

Yep! 😳 Organizations that fail to file a completed return or provide proper information will be given a short grace period before penalties apply. Your organization will receive a letter from the IRS stating how long this period will be.

If no action is taken after this time expires, the person responsible for complying will be charged a penalty of $10/day, with a per capita of $5,000 for anyone return.

Filing Form 990 After the Deadline

Filing Form 990 is essential for your organization and should be completed in detail. TaxBandits offers a simplified process and provides all of our clients with informative resources to help you file your 990 nonprofit tax return correctly by following Form 990 instructions. 

Information You Must Have To File

General information needed to e-file IRS Form 990 include:
  • EIN (Employer Identification Number)
  • Tax Period
  • GEN (Group Exemption Number)
  • You will also need information to fill out any required schedules for your organization

File The Correct 990

If you spend precious time filing the wrong Form 990 for your organization, I will cry for you.




These are the 990 tax forms included in the Form 990 Series; select the Form 990 that meets the financial status of your organization:

Form 990-N
Organizations with gross receipts that are less than or equal to $50,000 file this form electronically.

Form 990
Filed by organizations with gross receipts more than or equal to $200,000 or total assets equal to or greater than $500,000.

Form 990-EZ
The Short Form Return of Organization Exempt From Income Tax filed by organizations with gross receipts less than $200,000 and $500,000 in total assets.

Form 990-PF
Filed by Exempt & Taxable Private Foundations as well as Non-Exempt Charitable Trusts which the IRS treat as private foundations. 

Automatic Revocation of Tax-Exempt Status

If your organization does not file a Form 990 for three consecutive years, it will be automatically revoked of its tax-exempt status. If the organization does not get reinstated as per the required procedure, it will be required to file with the IRS as a taxable organization.

Taking next steps after learning what to do when you miss the IRS Form 990 deadlineAvoid Expensive Late Filing Penalties

IRS penalties are quickly accumulating and the longer you wait, the more expensive they will be. So if I were you, I would create a free account with our sister product, TaxBandits, and start filing today. Their filing process consists of a simplified, step-by-step interview-style process without the complex IRS terminology. At TaxBandits we take pride in providing tax-exempt organizations a safe, secure, and efficient e-filing process that will save you time and money.

If you have questions or concerns, please contact the experienced team of experts located in historic Rock Hill, SC. We are available by phone, live chat, and email in both English and Spanish for your convenience.
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Time Is Running Out: File A Tax Extension Form 8868 Today

The due date for Form 990 is here! Nonprofit or charitable organizations worldwide have completed or are in the process of completing an IRS Form 990 to maintain tax-exempt status for their organization.

With only hours left to e-file Form 990 before the midnight deadline, here is how to beat the 990 extension due date 2017 by quickly filing tax extension Form 8868. Let’s be honest; you can rush through filing your 990 tax form today and possibly make major mistakes, or you can apply for a Form 990 extension. Time is running out: file a tax extension Form 8868 today!

Time Is Running Out: File A Tax Extension Form 8868 Today

If you need more time to e-file Form 990 you can file an extension for Form 990 and receive six additional months to file.

Not that we’re saying filling out a tax-exempt return is a brisk, afternoon activity (trust us, we know). But six months is a fairly long time… Until the time is up.

Unfortunately, today is the 990 extension due date for 2017 tax returns for nonprofit organizations operating on a calendar year.

Tax-exempt returns that are due today must be transmitted by midnight (local time), so head on over to our homepage where all your exempt organization e-filing needs can be easily met.



Even consider using our sister product TaxBandits, the new #1 home for everything tax exempt,
where you can transmit your Form 990 or apply for IRS Form 8868 using one account, and still enjoy the same e-filing features you’ve come to trust with ExpressTaxExempt.

Our live support team in Rock Hill, South Carolina is at the edge of their seats waiting to speak with you about any questions or concerns you may have about e-filing IRS Form 990 or an IRS Form 990 extension.

Give us a call at (704) 684-4751, Monday through Friday from 9 a.m. to 6 p.m., EST. Since it’s “deadline day” we are even going to stick around a few extra hours to be of assistance.

We can also be reached 24/7 through support@taxbandits.com, or chat with us live.

File Your IRS Form 990 Extension Now!

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How To Never Mistake IRS Form 990 and Form 990-N Again

Tomorrow is your Form 990 due date! But before you file it is important to know which 990 tax form is required by the IRS. File Form 990 based on the financial status of your organization before tomorrow’s deadline!

IRS Form 990 and IRS Form 990-N (e-Postcard) are the most confused forms. If you are responsible for filing your nonprofit’s tax return, you need to know that which form is required by your tax-exempt organization.  Today we will dig deeper into how never to mistake IRS Form 990 and Form 990-N again.

How To Never Mistake IRS Form 990 and Form 990-N Again

To make a long story short, IRS Form 990-N (e-Postcard) is for nonprofit organizations with gross receipts that do NOT exceed $50,000. This form is typically filed by smaller nonprofit organizations and is the quickest 990 tax form to complete. 

The following type of nonprofit organizations are not permitted to file an IRS Form 990-N:
  • Political organizations required to file an exempt organization return annually 
  • Private foundations (File Form 990-PF)
  • Supporting organizations such as:
  • Organizations with gross receipts $5,000 or less and classified as a section 501(c)(3) religious organization. 
  • Auxiliaries of Churches
  • Exclusive religious activities (by religious orders) 

Although these types of organizations are not permitted to file Form 990-N (e-Postcard), they must still file a Form 990 tax form to remain tax-exempt and avoid hefty IRS penalties. The appropriate form for your organization is based on your gross receipts and assets. One of the following forms must be filed by May 15th.

Form 990 Series 

Form 990-N (e-Postcard) - For organizations reporting gross receipts less than $50,000

Form 990-EZ (Short Form) - For organizations reporting gross receipts less than $200,000 and total assets less than $500,000

Form 990 (Long Form) - For organizations reporting gross receipts equal to or greater than $200,000 and total assets equal to or greater than $500,000

Form 990-PF - For organizations identifying as an exempt private foundation, taxable private foundation, or a nonexempt charitable trust treated as a private foundation.

For more information about which 990 tax form your organization should file and where to file Form 990, click here. If you are ready to file, ExpressTaxExempt has everything you need to remain compliant with the IRS by e-filing Form 990.

If you need more time apply for an extension for Form 990 using tax extension Form 8868.

File 990-EZ Online                                       File 990 Online

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E-File Form 8868 If You Need A Little More Time

You’ve probably picked up on the fact that we have been heavily focused on the upcoming Form 990 due date on May 15 for nonprofit and tax-exempt organizations. In the last few days, we have gone over [almost] everything 990 related, but what if you are not quite ready to file your beloved organization's IRS Form 990?

ExpressTaxExempt understands how busy and difficult it can be running a nonprofit organization. Adding tax filing deadlines to your to-do list isn’t always easy or manageable.

Your organization helps those in need, now let us help you e-file Form 8868 if you need a little more time.

Easy Way To Receive Extra Time To File IRS Form 990

The most recognized and discussed deadline day for nonprofits is May 15th. Each year on this date, exempt organizations operating on an annual tax year from January - December must file their Form by this date. If not, hefty late or failure-to-file penalties are “waiting for you at the door.”




That’s where tax extension Form 8868 comes in! If you file IRS Form 8868 by the original 990 due date on May 15th, your organization will automatically receive an additional 6 months time to file.

To avoid penalties, you must file the tax extension Form 8868 by midnight on the 990 due date [May 15, 2018]. Filing IRS Form 8868 is quick and easy. Here’s how you can file:

How To File IRS Extension IRS Form 8868

  1. Register or sign in with ExpressTaxExempt
  2. Add organization's basic information such as name, EIN, address, and contact number
  3. Select the IRS form which you are applying for the tax extension
  4. Enter your organization's tax year period
  5. Choose your tax extension type and provide information for signing authority
  6. Review your return and fix any errors
  7. Pay and transmit to the IRS
Easy, right?! The great thing about tax extension Form 8868 is that you can file it in advance and be completely stress-free on the 990 due date, May 15, 2018. Your extended 990 due date will be November 15, 2018...you can’t beat a deal like that!



It only takes a few minutes to apply for an extension using ExpresssTaxExempt. Take the first step to getting more time to file by signing up for a free account. 

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How to Keep Your Tax-Exempt Status With IRS Form 990

Let’s face it, nobody likes filing their taxes. (Well except for accountants, possibly) In just a few days nonprofits working on a typical fiscal year will have their big IRS Form 990 deadline. There are plenty of rules/regulations that come with it and failing to meet them could cost severe penalties. I am sure this is not your favorite subject but it is surely an important one. We will simplify as much as possible while showing you how to keep your tax-exempt status with IRS Form 990.


How to Keep your Tax-Exempt Status With IRS Form 990

To maintain your 501(c)(3) tax-exempt status, the IRS requires you to file an annual tax report. There are different variations of IRS Form 990 based on your nonprofits size and financial situation. But no matter the size or type your organization will need to file some type of Form 990.


Which 990 Form Should I File?

Just because your organization is tax-exempt it doesn’t mean the IRS or the general public doesn’t want to know more about your donations. Really quite the opposite actually. Being open and honest about your finances is part of being both accountable and transparent.

The type of IRS Form 990 you are required to file is dependent on your organization's total gross receipts and/or assets.

Form 990:

If your tax-exempt organization's gross receipts are greater than $200,000 and your total assets (art, historical pieces, etc.) are greater than $500,000 then this is the form you are searching for.




Form 990-EZ:

If your charitable organization's gross receipts were less than $200,000, and your total assets are less than $500,000 you will need to file Form 990-EZ.

Form 990-N:

If your organization's gross receipts for the previous fiscal year was less than $50,000, then this form is for you. This one is actually very different from the other types and is referred to as an e-Postcard. 

When Is The Deadline For Filing 990?

Your IRS Form 990 deadline is the 15th day of the 5th month after your tax year ends. So if you tax-exempt organization runs on a typically fiscal year, your deadline is May 15th!


Form 990 Deadline:
May 15th, 2018


What Happens If I Fail To File?

So, what happens if you don’t file your IRS Form 990? If you fail to file or submit your form late there is a $20 penalty pre-day up to $10,000 or five percent of your organization total gross receipts.

Sounds like a big mess, right?.... Moral of the story --- try to file by the deadline. That’s all I am going to say.

Click To File Online:

IRS Form 990-N

IRS Form 990

IRS Form 990-EZ

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How to Decipher Your IRS Form 990 Schedule L

Without a doubt Form 990 Schedule L, Transactions With Interested Persons is one of the most challenging Schedules available to nonprofit organizations. Your organization must first determine who qualifies as an “interested person,” before choosing which transactions or donations should be reported. Here is your guide to deciphering your IRS Form 990 Schedule L.


How to Decipher Your Form 990 Schedule L


The purpose of 990 Schedule L is to provide information on certain donations or arrangement between your organization and any “Disqualified Individual.” This could be any person who was in a position that could use significant influence over your organization during the lookback period. The lookback period is the five years before the donation or transaction occurred.

990 Schedule L is also used to determine whether any members of your organization's board or governing body is independent. 


Examples of Disqualified Persons:

  • Former or current directors, officers, trustees, or key employees
  • Founder of your tax-exempt organization
  • Family member of influential leaders listed above
  • Controls more than 35% of the organization



While the Internal Revenue Service might not require precise information on other schedules they do have the authority to ask in-depth questions when filing Schedule L. Many of the questions on Schedule L require additional explanations, disclosure, and descriptions which should be filed Schedule O.

It is not necessary that the individual exercise substantial influence, only that the person is in a position to do so.



When 990 Schedule L Due Date?

Your complete IRS Form 990 with all required schedules are due the 15th day of the 5th month after your tax year ends. So if your nonprofit organization runs on a typically fiscal year running from January to December your deadline is May 15th!



Form 990 Deadline:
May 15th, 2018




File Your Nonprofit Tax Return Form 990

ExpressTaxExempt is an IRS-Authorized e-file provider of all Form 990 variations, and we will automatically include any Schedules required. Our step-by-step interview-style process is equipped with built-in audits to ensure error-free filing.





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What You Need To Know About IRS Form 990

For many tax-exempt organizations, this is the most dreaded time of year. The long, mind-numbing hours spent grueling over IRS Forms. As you check, recheck, and then triple check making sure all of your information is correct before filing. You take pride in your nonprofits transparency and want that to be known to the general public. But oh the paperwork. You have a list of plans for your organization, and the last thing you want to do is decipher IRS terminology (seems like another language altogether).

But filing your IRS Form 990 doesn’t have to be that bad if you know what information you need and where to go to file. Here is what you need to know about IRS Form 990, so you can get back to helping your cause.


What You Need To Know About IRS Form 990

If you are like any good red-blooded American, the voice in the back of your head is asking “Do I really have to do this?” Short answer: Yup! The fact of the matter is that all tax-exempt organizations with 501(c)(3) status are required to file an IRS Form 990 annually. This is regardless of the amount of donations you receive. If you are unsure about your filing requirement, the Internal Revenue Service offers a list of qualifications if you would like to double check before going forward.


Don’t worry I’ll wait…….. So yeah you need to file, right? No worries, thousands of organizations around the country need to file annually, and your public will thank you for the openness.


What Type of Form 990 Variation Do I File?

While the names might seem confusing, they are fairly straightforward.

Form 990:

The one and only, the original Form 990. If your tax-exempt organization's gross receipts are greater than $200,000 and your total assets (art, historical pieces, etc.) are greater than $500,000 then this is the form you are searching for.


Form 990-EZ:

If your charitable organization's gross receipts were less than $200,000, and your total assets are less than $500,000 you will need to file Form 990-EZ.


Form 990-N:

If your organization's gross receipts for the previous fiscal year was less than $50,000, then this form is for you (Form 990N). This one is actually very different from the other types and is referred to as an e-Postcard. 


Before You Start Filing

Before you go charging in make sure you have all of the important information you will need to file. This will include the following information:
  • EIN (Employer Identification Number) 
  • Tax Period
  • GEN (Group Exemption Number) 
  • You will also need information to fill out any required schedules for your organization 

990 Schedule A:

Every tax-exempt organization needs to file 990 Schedule A. This will tell the IRS more about what type of nonprofit you are, like government, education, environmental, or safety organization. You will also include information about your public support. So this is where you will include information about any gifts or grants you have received in the past year and where they came from. 


990 Schedule B:

Form 990 Schedule B is based on your contributors (or donors). The rule of thumb is if you receive more than $5,000 from any single donor you are required to file 990 Schedule B.

While these are the most popular schedules, there are 14 other that you could be required to file. These are all specific to the nonprofit type. For the full list of 990 Schedules and explanations click here to visit the IRS website. 


When Is The 990 Due Date?

Well, I am glad you asked. Your IRS Form 990 deadline is the 15th day of the 5th month after your tax year ends. So if your tax-exempt organization runs on a typical fiscal year, your deadline is May 15th!


Form 990 Deadline:
May 15th, 2018




IRS 990 Filing For Nonprofits

Now that you have all the information you need, it is finally time to fill out the form. While you could always go the paper filing route, I do not recommend it for several reasons. But the primary concern is that it takes a lot more time to file on paper, and you run the possibility of making mistakes.



You could always file using an IRS-authorized e-file provider like, oohhh I don’t know ..... ExpressTaxExempt. (Hint hint) On top of being approved and trusted by the IRS, we are also partnered with GuideStar. So when you file your IRS Form 990 with us, we will immediately send your information to GuideStar. Instead of waiting months for your form to be processed and then transmitted, GuideStar will immediately publish your information once approved.

But wait there's more! Our step-by-step interview-style process is equipped with built-in audits to ensure error-free filing. And we will automatically include any schedules that are required for filing. Say goodbye to long, mind-numbing hours it used to take to file your IRS Form 990 and say hello to your new friend, ExpressTaxExempt.




File IRS Form 990 Today!





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How To Prepare For The IRS Form 990 May 15 Deadline

Tuesday, May 15th is the deadline for tax-exempt organizations operating on a typical calendar tax year to file Form 990. The key to stress-free filing is learning how to prepare for the IRS Form 990 deadline.

What is Form 990?

IRS Form 990 is the annual financial and informational return filed by all tax-exempt nonprofit and charitable organizations. Before we get into the information you are required to file let’s review the 990 Form Series. Your organization's type and financial situation will decide which nonprofit tax return Form 990 you will file.

There are four types of 990 Forms in the Form 990 Series. Select and e-file the appropriate nonprofit tax return Form 990 based on the following requirements:

Form 990-N (e-Postcard) - For organizations reporting gross receipts less than $50,000

Form 990-EZ (Short Form) - For organizations reporting gross receipts less than $200,000 and total assets less than $500,000

Form 990 (Long Form) - For organizations reporting gross receipts equal to or greater than $200,000 and total assets equal to or greater than $500,000

Form 990-PF - For organizations identifying as an exempt private foundation, taxable private foundation, or a nonexempt charitable trust treated as a private foundation. 

How To Prepare For The IRS Form 990 May 15 Deadline


Gather & Organize Necessary Documents

Before filing your organization’s 990 Form, take the time to gather all your required information. If you are not organized, you will find yourself wasting countless hours searching for financial information; which is never fun.

Depending on the Form 990 you are required to file, you may have to report various details such as revenue and expense amounts, program services, a list of employees, financial statements, governance and more.

Know What Information You Need

Well since we’re on the topic of required information let’s go ahead to get to it. Here’s what you will need when you file your 990 Form with ExpressTaxExempt:


Information Needed To File Form 990-N
  • Employer Identification Number 
  • Legal Name
  • Fiscal year period
  • Principal Officer
  • Current Address
  • Gross Receipts under $50,000


Information Needed To File Form 990/990-EZ/990-PF
  • EIN
  • Legal Name
  • Fiscal year period
  • Current Address
  • Contact number
  • Exemption type
  • List of Officers and Key Employees
  • Prior year return
  • Contributions for the past 5 years
  • Other Revenue details
  • Expenses 
  • Investment Income details
  • Numbers of Employees, Contractors & Volunteers
  • Organization’s Mission
  • Accomplishments for the year (Grants Paid, Projects finished etc.)
  • Donor Advised Fund Information
  • Endowment Funds Information
  • Assets (Art, Historical treasures etc.)
  • Policies
  • Details of Activities 
  • (Political, lobbying, foreign transactions etc.)
  • Related organizations

File Like a Pro with ExpressTaxExempt


Now that you know how to prepare your IRS Form 990 you can easily file your IRS Form 990. At ExpressTaxExempt we support your organization by providing a simplified, interview style filing process, automatic schedules and worksheets, retransmit rejected returns for free, support prior year filing and more!

Success starts with ExpressTaxExempt, so take the first step in maintaining your nonprofit’s tax compliance by signing in or creating your free ExpressTaxExempt account today.

File IRS Form 990 Online

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New Schedule A Features Just in Time For The May 15 Deadline

Organizations that operate on a calendar tax year (January - December) have a major tax filing deadline coming up on May 15th. If you have filed a Form 990 or Form 990-EZ before, you know that there are “Schedules” that are attached to your return which provides necessary additional information regarding your organization.
Discussing New Schedule A Features with ExpressTaxExempt and TaxBandits

There are a total of 24 Schedules between Form 990 & 990-EZ; today we will focus on the most commonly filed Schedule (Schedule A) and its newly developed features with our sister product TaxBandits. Here’s what you need to know about new Schedule A features just in time for the May 15 deadline.

New Schedule A Features Just In Time For The May 15 Deadline

TaxBandits makes the e-filing process easier for all of our clients by automatically generating Schedule A once you provide answers to prompted questions when preparing your Form with our software.  

Well, we have talked about it enough, so let’s dive into the world of Schedule A. 

What is Schedule A?

Schedule A is used by tax-exempt organizations or any organization that files Form 990/990-EZ to provide information about its public charity status and public support. This Schedule allows your organization to explain its program services and give its mission statement or other descriptions of its charitable goals. 

Essentially, any non-profit that is supported by the public must file this Schedule along with their Form 990. 

Filing Schedule with TaxBandits

Filing Schedule A can be rather time-consuming and intimidating; but not when you easily file with TaxBandits! TaxBandits’ comprehensive software offers a simplified filing process that can be completed quickly, efficiently, and correctly the first time. 

When filing Schedule A with TaxBandits you can eliminate the guessing game of whether or not you passed or failed the public support test. Our built-in audit feature lets you know before you transmit. 

Other newly developed features now allow filers to simply enter contribution totals instead of individual contributions and determines the exact figures for Public Support based on answers provided to our prompted questions during the filing process. 


Best of all, current ExpressTaxExempt and TaxBandits users now have the ability to copy standard information from their previous year return to the current year; saving a great deal of time from the standard filing process.

As the big nonprofit Form 990 filing deadline quickly approaches on May 15th, take advantage of the convenient e-filing process that TaxBandits offers. Our newly developed features for filing Schedule A are sure to make your filing experience pleasant and stress-free.

Get a Head Start on Schedule A Today!

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Last Minute IRS Form 941 Filing For Nonprofits

The big IRS Form 941 2018 1st Quarter filing deadline is officially here! If your tax-exempt organizations employ individuals to help carry out the mission of your group, you need to file Form 941 for 2018 by midnight TONIGHT or face major IRS penalties.

If you do not file Form 941 by April 30, 2018, your organization could find itself responsible for paying Form 941 Penalties to the IRS. Avoid IRS penalties by e-filing Form 941 with ExpressTaxExempt’s sister product, TaxBandits.

If you are not ready to file your 941 Form 2018, try not to panic... yet. TaxBandits has a tax filing solution that will not require an all-nighter leaving you looking crazy in the morning.

Time is winding up so let’s tackle last-minute IRS Form 941 filing for nonprofits together!

Last Minute IRS Form 941 Filing For Nonprofits

The 411 on IRS Form 941

Kind of rhymes, right? Well before we start creating a 941 Form 2018 jingle or talk about how to handle filing Form 941 for 2018, let’s review who is required to file and what it entails.

IRS Form 941, Employer’s Quarterly Tax Return, is used to report employment taxes quarterly and assists with calculating the employer’s portion of Social Security and Medicare tax.

The first quarter deadline for this year is April 30 and covers the months of January, February, and March.

E-Filing Checklist

When preparing to file, be sure to go over the Form 941 for 2018 checklist, as the following information is required to complete it:
  • Total Employee Count
  • Medicare Tax and Social Security
  • Deposit Made to the IRS
  • Tax Liability (Monthly/Semiweekly)
  • Signing Authority Information
  • Online Signature PIN or Form 8453-EMP

Steps To E-File Form 941 for 2018

Filing IRS Form 941 2018 with TaxBandits is simple! Just follow these steps to complete your quarterly filing:
  1. Sign in or Create your TaxBandits account
  2. Select “Form 941”
  3. Add employer details
  4. Choose tax year/quarter
  5. Follow Interview-Style Process
  6. Enter the deposit made to the IRS
  7. Enter your deposit schedule and tax liability
  8. Add your online signature PIN or complete Form 8453-EMP
  9. Review, pay and transmit your form directly to the IRS

Signing Form 941 Online

When you file Form 941 online you are required to electronically sign your form before transmitting to the IRS. There are two ways you can do this with TaxBandits. You can use your IRS online signature PIN or use Form 8453-EMP. 
To use Form 8453-EMP simply download it, fill it out, and re-upload it to the system. The entire process only takes about a minute.

Failure-To-File Penalties

Failing to file Form 941 by its deadline can affect an organization negatively. For example, if you fail to file your 941 Form by midnight, your organization will incur a penalty of 5% of the total tax amount due. An additional charge of 5% per month will also be charged for each month that the return is not submitted to the IRS. This fee can accumulate for up to 5 months.

Furthermore, if you failed to pay an owed tax bill, you will initially be charged an additional 5% of the unpaid tax amount. This fee will also increase each month that the payment remains unpaid.

ExpressTaxExempt understands what it takes to run a nonprofit organization and wants to help make handling tax filings one component that you don’t have to be stressed over.

Filing Form 941 with our sister product TaxBandits is easy! Plus, if you need any assistance, our US-based support team is standing by ready to help you.

File IRS Form 941 2018 Before Midnight!

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The Best Way To Encourage Online Giving

Diverse Group Participating in Online Giving
As a charitable nonprofit you rely on the support and generosity of donors for some or all your funding. While some of you are still using traditional giving methods, online giving has become the “new norm.” Here is the best way to encourage online giving.

Transitioning from traditional to online fundraising is simpler than you might think; plus it will increase your donor base from just your local community to national.

How To Create Online Fundraising Your Donors Will Love


Implement Online Giving


We spend hours on our cell phones or tablets each day, so it is safe to say technology reigns supreme. If you are not already using online fundraising, you are missing out on a major opportunity. 

As a nonprofit organization, it is critical to invest in simple online giving methods. Consider having a mobile version of your website created and utilize easy online donation programs such as PayPal, Square [Cash App is great too!], Givelify, etc. 

Keep Your Donation Form Short

Let’s be honest; no one wants to spend half an hour trying to donate to your organization. Simplify your donation form and eliminate unnecessary fields.

Typically donors will only briefly scan your donation forms before deciding to give. If your form appears long, extensive, and complex, you may be losing out on potential donors.

Test your platform. Ask a friend or third party to complete the form themselves to see what they found confusing, time-consuming, and flat out annoying. You have seen your donation form a million times, and you understand all the information asked. However, having someone unfamiliar with your donation process will gain a better understanding of what the average donor sees. 

Easy Access To Online Donation Form 

The easier it is to access, the easier it is for people to donate. 

Accessing your organization’s online donation platform should be a piece of cake for potential donors. If they have to go on a scavenger hunt to find a way to donate, they will likely give up in pursuit.

Large, colorful and clear “DONATE” buttons are always the way to go. Consider having a donate button at the top and bottom of your website or page, but do not go overboard with the donate buttons. The last thing you want to do is harass your potential donors and readers for an online donation.

Group of individuals discussing online giving

Close With A Strong Call To Action (CTA)

Now that you have driven potential donors to your organization and informed them of the great things you do in your community, prompt them to donate.

This can be done through a “Donate Now” button or link that instruct donors on how they can make a difference such as, “Help Us Make A Difference In Your Community!”

Believe it or not, there are thousands of people that are looking for a charitable cause to donate to each year. Utilize these tips to attract potential donors and maintain your much-needed donor base. Once you have received donations be sure to keep accurate records so you can accurately file your 990 Form with ExpressTaxExempt at the close of your organization’s tax year.  

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New Technology That All Nonprofits Need To Know About

Nonprofit Technology
Last week over 2,000 of the best and brightest nonprofit professionals from around the world gathered at the Morial Convention Center in New Orleans, Louisiana for the 2018 Nonprofit Technology Conference.

Commonly referred to as the “NTC” this conference provides an avenue for individuals to collaborate, innovate, and discover new ways to spark change in the nonprofit industry with technology.

With over 130 sessions offered at this year’s conference, attendees could gain insight and obtain skills in areas such as information technology, leadership, programming, fundraising, and development, as well as marketing and communications.

Outside of these dynamic sessions were hundreds of exhibitors presenting their newest and most innovative technology for growing nonprofits.

New Technology That All Nonprofits Need To Know About

Here are some of the top sponsors and exhibitors from the 2018 NTC: 

1) Microsoft - Microsoft is committed to providing solutions, partnerships, and support to nonprofits through a variety of technological products, including Azure, Dynamics 365, Enterprise Mobility, Power BI, Surface, and more.

2) Blackbaud - Blackbaud is the world’s leading cloud software company powering social good and providing nonprofit solutions in areas such as fundraising and relationship management. Click here for more information on the resources they offer nonprofits.

3) Engaging Networks - Founded in 2000, Engaging Networks is a flexible and innovative software platform for nonprofits. Engaging Networks also provides nonprofits with a complete toolset for digital engagement for online fundraising, advocacy, email marketing, P2P, and events.

4) DonorPerfect - Engage your donors with this awesome software designed to supercharge your nonprofit’s fundraising initiatives and cultivate valuable relationships through the fundraising growth platform, DonorPerfect.

5) Neon - NeonCRM is a cloud-based nonprofit software suite that provides tools built to support the work that nonprofit organizations do through engagement with donors, managing memberships, planning events, tracking volunteers and more.

6) PayPal Braintree - Designed specifically for nonprofits, PayPal Braintree provides fast and easy ways to fundraise online with discounted transaction rates for registered 501(c)(3) charities. Learn how PayPal Braintree can benefit your nonprofit here.

7) ActBlue - The ActBlue Charities extension (AB Charities) is a free service that makes it easy for any organization to run an advanced, modern fundraising program online. Click here to find out how AB Charities can help your organization.

8) EveryAction - Built and supported by nonprofit experts, EveryAction offers tools to nonprofits of all sizes to optimize their interactions with supports and prospects, which lead to the best outcomes for the organization.

9) Giveffect - Giveffect is the #1 all-in-one nonprofit software, leading in areas such as fundraising, events, online donations, offline gift tracking, volunteer management, donor management and constituent relationship management software. Experience a radically better way to manage your nonprofit when you use Giveffect!

10) See3 - See3 focuses its efforts on supporting 501(c)(3) organizations by helping to improve their digital communications strategies, increase connections with constituents, and magnify their impact.

2019 Nonprofit Technology Conference

Nonprofit team uses new technology from 2018 NTC
Mark your calendars now and start making plans to attend the 2019 Nonprofit Technology Conference on March 13-15, 2019 at the Oregon Convention Center in Portland, OR. 

The takeaways from this conference are endless and beneficial to nonprofits of all types. Did you attend the 2018 NTC? Tell us about your favorite exhibits in the comments below.

As you prepare for upcoming conferences and nonprofit events this summer don’t forget about the Form 990 deadline on May 15th for organizations with a calendar tax year (January - December).

ExpressTaxExempt is here to help you with your 990 filings and provides an easy, simplified, and secure filing process.

You help others daily, now let us help you!

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Frequently Asked Questions

Find answers related to e-filing IRS Form 990, 990-EZ, 990-PF, 990-N (e-Postcard), Form 1120-POL and Extension Form 8868 with our Frequently Asked Questions.

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