Starting out

Applying for tax-exempt status? You've come to the right place. Below are a few IRS tools to get your organization moving in the right direction.

Banner - Starting Out
 
Action Course Title Runtime
Applying for Section 501(c)(3) Status
Ensure that your organization is eligible for tax exemption before applying. This course discusses eligibility, the benefits of exemption, how to apply and filing requirements while waiting for a determination letter.
Alternate PDF Version PDF
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Overview of Form 1023 e-Filing
The IRS requires that Form 1023, Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code, be completed and submitted through Pay.gov.
Overview of Form 1023 e-Filing PDF

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Additional Information for New Organizations

Action Information
Overview of Form 1024 e-Filing
The IRS requires that Form 1024, Application for Recognition of Exemption Under Section 501(a) or Section 521, be completed and submitted through Pay.gov.
Overview of Form 1024-A e-Filing
The IRS requires that Form 1024-A, Application for Recognition of Exemption Under Section 501(c)(4), be completed and submitted through Pay.gov.
Life Cycle of an Exempt Organization - IRS.gov link
The Life Cycle tool provides information on points of intersection between organizations and the IRS. Materials include explanatory information and links to forms an organization may need to file during the five stages of its charitable life.