Tax-Exempt Organizations Tax Kit




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Tax-Exempt Organizations Tax Kit

This tax kit is a packet of forms and publications often used by tax-exempt organizations. Most forms are available in a "fillable" version shortly after they are available in Acrobat Reader format. The following items comprise Your Tax-Exempt Organization Tax Kit.

Forms The freely available Adobe Acrobat Reader software is required to view, print, and search the items listed below.
Name	Title	Version	Instructions Available?
Form 1028	Application for Recognition of Exemption under Section 521 of the Internal Revenue Code	Fillable	Yes
Form 1120-POL	U.S. Income Tax Return for Certain Political Organizations	Fillable	No
Form 1128	Application to Adopt, Change, or Retain a Tax Year	Fillable	Yes
Form 2848	Power of Attorney and Declaration of Representative	Fillable	Yes
Form 3115	Application for Change in Accounting Method	Fillable	Yes
Form 4720	Return of Certain Excise Taxes on Charities and Other Persons under Chapter 41 and 42 of the Internal Revenue Code	Fillable	Yes
Form 5227	Split Interest Trust Information Return	Fillable	Yes
Form 5578	Annual Certification of Racial Nondiscrimination for a Private School Exempt from Federal Income Tax	Fillable	No
Form 5768	Election/Revocation of Election by an Eligible Section 501(c)(3) Organization to Make Expenditures to Influence Legislation	Fillable	No
Form 6069	Return of Excise Tax on Excess Contributions to Black Lung Benefit Trust under Section 4953 and Computation of Section 192 Deduction	Fillable	No
Form 7004	Application for Automatic Extension of Time to File Corporation Income Tax Return	Fillable	No
Form 8274	Certification by Churches and Qualified Church-Controlled Organizations Electing Exemption from Employer Social Security and Medicare Taxes	Fillable	No
Form 8282	Donee Information Return	Fillable	No
Form 8283	Noncash Charitable Contributions	Fillable	Yes
Form 8300	Report of Cash Payments Over $10,000 Received in a Trade or Business	Fillable	No
Form 8718	User Fee for Exempt Organization Determination Letter Request	Fillable	No
Form 8734	Support Schedule for Advance Ruling Period	Fillable	No
Form 8821	Tax Information Authorization	Fillable	No
Form 8868	Application for Extension of Time to File an Exempt Organization Return	Standard	No
Form 8870	Information Return for Transfers Associated with Certain Personal Benefit Contracts	Fillable	No
Form 8872	Political Organization Report of Contributions and Expenditures	Fillable	Yes
Form 8886	Reportable Transaction Disclosure Statement	Fillable	Yes
Form 990	Return of Organization Exempt from Income Tax	Fillable	Yes
Form 990-BL	Information and Initial Excise Tax Return for Black Lung Benefit Trusts and Certain Related Persons	Fillable	Yes
Form 990-C	Farmers' Cooperative Association Income Tax Return	Fillable	Yes
Form 990-EZ	Short Form Return of Organization Exempt from Income Tax	Fillable	Yes
Form 990-PF	Return of Private Foundation or Section 4947(a)(1) Nonexempt Charitable Trust Treated as a Private Foundation	Fillable	Yes
Form 990-T	Unrelated Business Income Tax Return	Fillable	Yes
Form 990-W	Estimated Tax on Unrelated Business Taxable Income for Tax-Exempt Organizations	Fillable	No
Form SS-4	Application for Employer Identification Number	Fillable	Yes
Form 1023	Application for Recognition of Exemption under Section 501(c)(3) of the Internal Revenue Code	Fillable	Yes
Form 1024	Application for Recognition of Exemption under Section 501(a)	Fillable	No
Schedule A, Forms 990 and 990-EZ	Organization Exempt under Section 501(c)(3) Supplementary Information	Fillable	Yes
Schedule B, Forms 990, 990-PF, and 990-EZ	Schedule of Contributors	Fillable	No
Form 872-C	Consent Fixing Period of Limitations Upon Assessment of Tax under Section 4940 of the Internal Revenue Code	Fillable	No
Publications
Name	Title	Version	Instructions Available?
Publication 15	Circular E, Employer's Tax Guide	English	N/A
Publication 15-A	Employer's Supplemental Tax Guide (Fringe Benefits)	English	N/A
Publication 557	Tax-Exempt Status for Your Organization	English	N/A
Publication 578	Tax Information for Private Foundations and Foundation Managers	English	N/A
Publication 598	Tax on Unrelated Business Income of Exempt Organizations	English	N/A
Publication 892	Exempt Organization Appeal Procedures for Unagreed Issues	English	N/A
Publication 1771	Charitable Organizations, Substantiation and Disclosure Requirements	English	N/A
Publication 1828	Tax Guide for Churches and Religious Organizations	English	N/A
Publication 3079	Gaming Publication for Tax-Exempt Organizations	English	N/A
Publication 3386	Tax Guide for Veterans Organizations	English	N/A
Publication 3833	Disaster Relief, Providing Assistance through Charitable Organizations	English	N/A
Additional forms, publications, and ordering instructions may be found at: www.irs.gov/formspubs/index.html