organizing records

DIY - Getting Your Books and Records Organized

IRS Form 990EZ and Form 990 are tax returns that nonprofit, tax-exempt organizations must file.  Failure to file means loss of IRS tax-exempt status [e.g. 501(c)].  If your organization collects $50,000 or less in gross receipts annually, you likely need to file the 990N (e-postcard) and do not need this guide.

This guide provides step-by-step instructions on how to use a spreadsheet to organize and categorize your income and expenses.  The IRS Form 990EZ and 990 require that you list your income and expenses by type (e.g. donations, fundraising income, fundraising expenses, grants, office expenses and the like).

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