PRIOR YEAR TAX RETURN (IF APPLICABLE)
Make sure to come with your previous year’s tax return. This
1) helps the tax accountant get a better understanding of
your non profit organization, and 2) gives quick information
about the deductions your company has (or hasn’t) been
taking, 3) gives an overview and description of your
nonprofit's activities.
ORGANIZATION INFORMATION
Depending on the size of your 501(c)(3), this information
may be readily available through your operations or office
manager, board president or board secretary, or CEO or
executive director. We have also provided an online link
to the IRS website that can also provide assistance.
* Fiscal Year End (FYE)*
* Form 990/990-EZ/990-N Requirement?*
* Date of IRS Federal Tax Exemption*
* 501(c) Type*
*To locate any of this information visit:
https://apps.irs.gov/app/eos/
Search & search using your EIN or organization name
FINANCIAL INFORMATION
Whether you’re a nonprofit startup with a small staff or a
large established charitable organization, financial
information should be available through your office
manager, staff bookkeeper, board president or board
treasurer, CEO, or executive director.
* Profit & Loss Statement (Income & Expenses
Report)
* Balance Sheet: Starting & Ending Balances,
Liabilities, and Assets
If your nonprofit doesn't have the financial
statements available, we can assist in preparing those for
you. We would need 12 months of bank statements for your
nonprofit.
KEY OFFICERS INFO
You’ll also need to provide information of officers of the
nonprofit.
* List of organizations current or former officers,
directors, trustees, key employees, and highest
compensated employees, and current independent contractors
* Reports for each person’s name, address and title
* Reports detailing officers, directors, etc. compensation
and benefits, and average hours per week devoted to the
organization and related organizations
FUNDRAISING/GRANTS INFORMATION
* Reports detailing fundraising activities, fundraising
events, and gaming
* If a public charity, a list of supported and supporting
organizations
* Reports of contributions including name and address of
contributor, and type and amount of contribution
* Information regarding any unrelated business income
ASSET RECORDS
* Prior year depreciation schedules detailing asset cost,
date placed in service, prior depreciation, and business
use percentage
* Date of purchase, cost, trade-in allowance, and business
use percentage for all assets acquired during the tax year
* Mileage log for each owned or leased vehicle (business
use and total use)
* Reports for business use percentage and actual expenses
for each owned vehicle (gas and maintenance costs)
