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IRS e-Filing Guide for Clubs Under $50K in Gross Receipts

Explore IRS e-filing requirements for clubs with less than $50K annual gross receipts. Ensure timely filing to maintain tax-exempt status. Learn how to access and complete the e-Postcard (Form 990-N) filing process. Detailed steps provided for new users to register, gather necessary information, and submit the required forms online. Check filing status and update club information easily. Public disclosure and safeguarding password information are highlighted. Complete your tax filing efficiently and successfully with this comprehensive guide.

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IRS e-Filing Guide for Clubs Under $50K in Gross Receipts

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Presentation Transcript

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

  2. 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

  3. Starting Out • Go to www.irs.gov/Filing/Charities-&-Non-Profits - Click e-file for Charities and Non-Profits

  4. Next Screen • Click on See e-postcard (Form 990-N) link

  5. A Key Screen • Access to: • e-postcard filing program • what information you need for filing • public disclosure – viewing and downloading e-postcard filings

  6. Access to Filing Software

  7. Info You Need to Gather Click here to get the eight items needed found further down on same page. Here are the items.

  8. Public Disclosure • Link further down the same page – info at end of presentaiton

  9. 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

  10. You Made It! - Part 1 Home Page Part 1

  11. You Made It! – Part 2 Home Page Part 2

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

  13. Next Screen for New User • Enter your EIN here (x in sample screen)

  14. Next Screen….

  15. If someone already registered… Password will be sent to e-mail on file. Safeguard and pass on password within the club.

  16. Finally - Login Quick Menu – Create New e-Postcard or Step 2 on Home Page – Create your Form 990-N (e-Postcard)

  17. First Page of Form

  18. Second Page of Form

  19. Final Step

  20. You Are Done!!

  21. Other Things You Can Do….. • Check status of filing Quick Menu - Edit/View Existing e-Postcard

  22. Filing Status Continued… • Click on the filing to view Check Filing Status

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

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

  25. Public Disclosure Your return can be viewed

  26. Public Disclosure Search results – recognize anyone???

  27. THANK YOU GFWC of MASSACHUSETTS FOR YOUR ATTENTION AND FILING!!!

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