Welcome to IRS.gov & e-990 filing We’re here to help you!

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Welcome to IRS.gov & e-990 filing We’re here to help you!

Transcript of Welcome to IRS.gov & e-990 filing We’re here to help you!

Page 1: Welcome to IRS.gov & e-990 filing We’re here to help you!

Welcome to IRS.gov&

e-990 filing We’re here to help you!

Page 2: Welcome to IRS.gov & e-990 filing We’re here to help you!

The Basics

• This presentation shows both new and seasoned members what is involved in federal tax filing if your club has less than $50,000 in annual GROSS receipts

• Every club MUST do this yearly within 5 months of the close of your fiscal year.

• If not done once in past 3 years, club can lose its federal tax-exempt status

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Starting Out• Go to

www.irs.gov/Filing/Charities-&-Non-Profits - Click e-file for Charities and Non-Profits

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Next Screen

• Click on See e-postcard (Form 990-N) link

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A Key Screen

• Access to:

– e-postcard filing program

– what information you need for filing

– public disclosure – viewing and downloading e-postcard filings

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Access to Filing Software

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Info You Need to GatherClick here to get the eight items needed found further down on same page.

Here are the items.

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Public Disclosure

• Link further down the same page – info at end of presentaiton

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Back to Filing….Clicking link in How to File box brings you here which will take you to the filing site – click on Leave IRS Site

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You Made It! - Part 1Home Page Part 1

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You Made It! – Part 2

Home Page Part 2

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New Users

• New users need to register – click on Register as a New User link in Step 1

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Next Screen for New User

• Enter your EIN here (x in sample screen)

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Next Screen….

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If someone already registered…Password will be sent to e-mail on file.

Safeguard and pass on password within the club.

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Finally - LoginQuick Menu – Create New e-Postcard or

Step 2 on Home Page – Create your Form 990-N (e-Postcard)

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First Page of Form

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Second Page of Form

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Final Step

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You Are Done!!

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Other Things You Can Do…..

• Check status of filing

Quick Menu - Edit/View Existing e-Postcard

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Filing Status Continued…

• Click on the filing to view Check Filing Status

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Filing Status Final

• Click on View Form 990-N (e-Postcard) link in upper right of screen – print for records

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Other Things You Can Do…..Quick Menu - Update Email/User Information for password change or other edits

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Your return can be viewed

Public Disclosure

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Public Disclosure

Search results – recognize anyone???

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THANK YOU GFWC of MASSACHUSETTSFOR YOUR ATTENTION AND

FILING!!!