Understanding the IRS 990n e-Postcard COPYRIGHT 2010 Gold Wing Road Riders Association, Inc. All...

Understanding the IRS 990n e-Postcard

COPYRIGHT 2010 Gold Wing Road Riders Association, Inc. All rights reserved under International and Pan-American Copyright Conventions. No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopy, recording or otherwise,

without the prior written permission of the publisher.Published by GWRRA, Inc. 21423 North 11th Avenue, Phoenix, AZ 85027 Fax 602-581-3844 Phone 800-843-9460, 623-581-2500

Version 5.10 May 2010

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Version 10.10 October 2010 Understanding the IRS 990n Tutorial 2

Gold Wing Road Riders Association990n Tutorial990n Tutorial

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• This GWRRA PowerPoint is a step-by-step tutorial on Chapter/District/Region annual electronic filing for small exempt organizations using the 990N e-Postcard.

• All subordinates of GWRRA, Inc. are required to annually file a 990 return with the IRS. For those subordinates whose gross receipts are normally $25,000.00 or less, they will use the IRS 990N e-Postcard to report their earnings.

ObjectiveObjective



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• Your Employer Identification Number (EIN)• The tax year. • Legal name and mailing address as it appears on your 8822

Form or EIN request. Example: Arizona District Chapter A• Name and address of subordinate Director. • Website address if the subordinate has one. • Confirmation that the subordinate’s annual gross receipts are

normally $25,000.00 or less.

• Note: Some of the fields in the following illustration have been changed to generic values to protect personal information.

Information Needed to File the e-PostcardInformation Needed to File the e-Postcard


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Go to http://www.irs.gov/charities/index.html

Click on this link to start the processClick on this link to start the process


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This page explains what the 990N e-Postcard is all about and when it should be filed.

Click on “Here” to advance to the next pageClick on “Here” to advance to the next page

Note: failing to file for 3 consecutive years will automatically lose its tax-exempt statusNote: failing to file for 3 consecutive years will automatically lose its tax-exempt status



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Click on “Leave IRS Site” to advance to the next pageClick on “Leave IRS Site” to advance to the next page

The IRS has delegated the responsibility of collecting and managing the data to the “Urban Institute”. They are a private firm that has been authorized by the IRS to collect this data.



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Click “Next” to continue the filing Click “Next” to continue the filing

This screen is informational and covers what you will need in order to proceed.



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Click here as a new user to get startedClick here as a new user to get started

The 1st thing you need to do is register as a new user. In subsequent years you will not be required to register and you can go directly to “Step 2”.



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Select “Exempt Organization” as shown then enter your Chapter EIN # and then click on “Next”

Select “Exempt Organization” as shown then enter your Chapter EIN # and then click on “Next”

At this point you will need to enter your EIN#. Select “Exempt Organization” as shown then enter your Chapter EIN # and then, click on “Next”.



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Chapter EIN Number

CD First Name

CD Last Name

[email protected]

[email protected]

866-555-1212

Your Password

Your Password

Enter CD’s Name Enter CD’s Name

Enter preparer’s Email Address Enter preparer’s Email Address

Enter CD’s Phone Number Enter CD’s Phone Number

Chapter EIN Number will be displayed with an additional two numbers. Chapter EIN Number will be displayed with an additional two numbers.

When all fields are entered press next When all fields are entered press next

Create unique Password and Enter Create unique Password and Enter

On This page you will enter information that will be used for “Log-On” purposes. The Email address of the person entering the data needs to be the one that is used, so they receive the “Request Result”.

Note: Organizational Name will always be Gold Wing Road Riders Association. We will use the DBA field later to enter the subordinate name.



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Chapter EIN Number + two additional numbersCD [email protected]

Before closing the browser open your email and verify that you have received confirmation. Then go back and close your browser.

Before closing the browser open your email and verify that you have received confirmation. Then go back and close your browser.

This Screen indicates that your Login ID Request has been successful. Before closing the browser, open your email and verify that you have received confirmation. Then go back and close your browser.



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You will receive an email similar to the one shown below. By clicking on the link it will launch your browser and you can continue your process of filing.

To: [email protected]: e-Postcard Login ID Activation NoticeDate: Thursday, December 10, 2009 7:22:56 AMWilliam,The following is your e-Postcard login ID:Login ID: Chapter EIN#Name: CD NameOrganization: GOLD WING ROAD RIDERS ASSOCIATIONLogin Type: Exempt OrgClick the link below to activate your login ID. (Note if your email program does not display the webpage as a link, copy the whole link and paste it into your browser.)IMPORTANT: You should close any open browser windows before you click this link.https://epostcard.form990.org/frmAdminLoginActivate.asp?A=P317837n501929hRn

Contact technical support if you have any questionse-Postcard Technical Support Teamemail: [email protected] (toll free): 866-255-0654

The link will bring you to this screen where you need to enter the password you created.

The link will open the screen where you need to enter the password you created to continue the filing.

The link will open the screen where you need to enter the password you created to continue the filing.



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Enter your password and then click on “Next” Enter your password and then click on “Next”

CD Name

Chapter EIN#

This screen is where you need to enter the password you created to continue the filing.



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Print this form for your records and then click “Create your Form 990N now”

Print this form for your records and then click “Create your Form 990N now”

Chapter EIN#

Password

CD Name

[email protected]

This is your activation success screen. You should print this screen for your records for future filings. This also needs to be given to your succeeding CD, so they can login, change the personal information, and do their own filing.



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Use the pull down and select “No” Use the pull down and select “No”

Use the pull down and select “Yes” Use the pull down and select “Yes”

When all fields are correct press next When all fields are correct press next

There are two areas you need to select. Select “No” to indicate that you have not gone out of business. Select “Yes” to indicate that your gross receipts are normally $25,000.00 or less.


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In the “DBA” area, enter your Chapter Name as it appears on your 8822 form to the IRS.

In the “DBA” area, enter your Chapter Name as it appears on your 8822 form to the IRS.

Congratulations, you have finally made it to the main content page, where you will enter all of your personal information. Pay close attention to all the fields and be sure to enter the correct information as indicated.

Enter CD’s Address, City, State, Zip codeEnter CD’s Address, City, State, Zip code

Enter Chapter Website addressEnter Chapter Website address

Select “Person” and enter Chapter Director’s NameSelect “Person” and enter Chapter Director’s Name

Enter CD’s Address, City, State, Zip codeEnter CD’s Address, City, State, Zip code

Press “Save Changes” 1st Press “Save Changes” 1st

Then press “Submit Filing to IRS” Then press “Submit Filing to IRS”


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Wait to go to the Filing Status Page until you receive an email from Urban Institute similar to the one shown below. This may take 30 minutes.

Wait to go to the Filing Status Page until you receive an email from Urban Institute similar to the one shown below. This may take 30 minutes.

This screen is a little deceiving. It will take a little time for the confirmation to come back from the IRS. Wait to go to the Filing Status Page until you receive an email from Urban Institute, similar to the one shown at the bottom of the page. This may take several minutes.



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Click on this link for the system to email you a confirmation.

Click on this link for the system to email you a confirmation.

The next step is very important. You need to get an e-Postcard image sent to your email so you can forward this on to your District/Region and the Home Office. We need this confirmation to ensure compliance.



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CD’s addressCity, State, Country, Zip code

CD’s addressCity, State, Country, Zip code

CD’s Name

Chapter EIN#

This is an example of the e-Postcard image. Forward this on to your District/Region and the Home Office. We need this confirmation to ensure our compliance to our 501(c)4 exemption. This is for our records do not send this to the IRS. Email to [email protected]

Note: Notice the d/b/a name. This makes it easy to know what subordinate this 990n is for.



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990n Rejection Notice990n Rejection NoticeOrganization: GOLD WING ROAD RIDERS ASSOCIATIONEIN: 38-3206772Submission Type: Form 990-NYear: 2009Submission ID: 7800582010165ac60190e-File Postmark: 6/14/2010 9:39:25 AMRejected Date: 6/14/2010We have transmitted your filing to the IRS and, unfortunately, the IRS has rejected with the following errors:

F990-906: The return type indicated in the return header must match the return type established with the IRS for the EIN.F990-902: The EIN in the return must have been established as an exempt organization return filer in the e-file database.

Please contact IRS Customer Account Services at 877-829-5500 to resolve the error(s) listed above.If, after you have resolved the problem, you would like us to retransmit the e-Postcard, please send an email to [email protected] (or just reply to this email). We would be happy to retransmit this filing.Thank you for filing.-------------------------------------------------------------------------e-Postcard technical supportPhone: 866-255-0654 (toll free)email:ePostcard@urban.org-------------------------------------------------------------------------GOLD WING ROAD RIDERS ASSOCIATION6311 Sidney StBrighton, MI 48116

You may receive a rejection notice similar to the following example:



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990n Rejection Corrective Action990n Rejection Corrective Action

Contact the IRS and verify that the correct Officer information is filed and the correct EIN# is being used.

• File an 8822 to update the information

Contact the Home Office and have them fax a letter to the IRS stating you are a subordinate of GWRRA, Inc.

Save the rejection notice and reply to the Urban Institute after 3-4 weeks requesting them to retransmit this filing. You cannot refile online.



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• How to use the 990n online e-Postcard

• How to correct for a rejection notice.

SummarySummary



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Thank You

Understanding the IRS 990n e-Postcard COPYRIGHT 2010 Gold Wing Road Riders Association, Inc. All...

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