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  Print Version

Ben Borchers, CPA Senior Accountant

The IRS has unveiled an alternate version of the Form 1023, Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code, in an effort to ease the process of applying for tax exemption. This new form is a result of recommendations from the Advisory Committee on Tax-Exempt and Government Entities. Even though the substance of the new Interactive Form 1023-I remains unchanged from Form 1023, there are several anticipated benefits associated with the release of the new interactive form.

  1. Ease of Completion - The interactive form features pop-up explanations, examples, and links to IRS publications regarding each line item of the form.
  2. Shortened Application Included with the form is a "Top Ten Tips" designed to decrease time associated with the application process.
  3. Submission Applicants will be able to submit a more complete and accurate form.
  4. Improved Processing Total processing time by the IRS should be reduced.
  5. Timely Receipt The tax-exempt determination is anticipated to be a faster turnaround.

The IRS is asking for comments on the related form as part of its continuing effort to reduce paperwork and gain efficiencies associated with the process. Feedback will be accepted if submitted by December 2, 2013 to Yvette Lawrence of the IRS. If interested in providing feedback, please send comments to the address shown below.

Internal Revenue Service
Attn: Yvette Lawrence
Room 6129, 1111 Constitution Avenue NW
Washington, DC 20224


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CIRCULAR 230 DISCLOSURE: To ensure compliance with recently-enacted U.S. Treasury Department Regulations, we are now required to advise you that, unless otherwise expressly indicated, any federal tax advice contained in this communication, including any attachments, is not intended or written by us to be used, and cannot be used, by anyone for the purpose of avoiding federal tax penalties that may be imposed by the federal government or for promoting, marketing or recommending to another party any tax-related matters addressed herein.


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