The Great Tax Return Nonprofit Development Form
PLEASE FILL OUT ALL INFORMATION APPLICABLE
Identification of Application
Organization Name
*
Organization Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Primary Contact Person
*
First Name
Last Name
Title in Organization
*
Organization Email
*
Organization Phone Number
*
Please enter a valid phone number.
Describe the type of service and or products your organization offers.
*
Organization Structure
*
Sole Proprietor
Limited Liability Corporation (LLC)
Single Member LLC
S-Corporation
Corporation
Nonprofit
Partnership
Tax-exempt status:
*
501(c)(3)
4947(a)(1)
527
EIN Number
*
If business does not have an EIN please enter SSN of business owner.
501(c)(3) Number
*
Is this your first year in organization?
*
Yes
No
Year organization was established.
*
If business does not have an EIN please enter SSN of business owner.
What tax year(s) do you need filed?
*
2022
2018
2021
2020
2019
Are you represented by an authorized representative, such as an attorney or accountant? If “Yes,” provide the authorized representative’s name, and the name and address of the authorized representative’s firm. Include a completed Form 2848, Power of Attorney and Declaration of Representative, with your application if you would like us to communicate with your representative.
Yes
No
Was a person who is not one of your officers, directors, trustees, employees, or an authorized representative listed in line 7, paid, or promised payment, to help plan, manage, or advise you about the structure or activities of your organization, or about your financial or tax matters? If “Yes,” provide the person’s name, the name and address of the person’s firm, the amounts paid or promised to be paid, and describe that person’s role.
Yes
No
Certain organizations are not required to file an information return (Form 990 or Form 990-EZ). If you are granted tax-exemption, are you claiming to be excused from filing Form 990 or Form 990-EZ? If “Yes,” explain. See the instructions for a description of organizations not required to file Form 990 or Form 990-EZ.
Yes
No
Activities & Governance
Board Member
First and Last Name and Title
Average hours per week related to organization activities
Position
Amount paid by organization to board member
1
2
3
4
5
6
7
8
9
10
Revenue
Revenue - If financial statements are being provided, enter NA in each row.
Grantor
Total Amount Received
Donations
Grants
Program Revenue
Special Events
Investments
Expenses
Enter your organization expenses here. If you have additional expenses enter in the comment section below. If financial statements are being provided, enter NA in each row.
*
Amount
Marketing/Advertising
Mileage (must be related to business activities)
Fuel
Cell Phone
Training/Education
License/Permits
Dues and Subscriptions
Meals
Lodging
Vending / Event Fees
Rent
Utilities (Is this your total for the year? If so, enter YES next to your amount)
Internet
Storage
Software/Online Apps
Website Hosting/Management
Professional Fees
Supplies
Equipment and Tools
Repairs and Maintenance
Insurance (Health)
Insurance (Equipment/Vehicle)
Additional Business Expenses - If financial statements are being provided, enter NA in each row.
Amount
Insurance Premiums paid
Long Term Care Premiums
Investment Interest
Cash Contributions
Non-Cash Contributions
Unreimbursed Business Expenses
Union Dues
Tax Preparation Fees
Investment Expenses
Employee Benefits
Payroll Taxes
Legal
Special Events
Investments
Tax Related Questions
Do you have employees?
*
Yes
No
If so, how many employees do you have?
Did you hire independent contractors?
*
Yes
No
Independent Contractors
Total Amount Paid
Services Provided
1
2
3
4
5
Do you use your personal vehicle for business related activities?
*
Yes
No
If your business sells products, please provide details below.
Beginning Inventory (as of 2022)
Ending Inventory (as of 2022)
Total of Inventory Donated/Gifted/In-kind (as of 2022)
Cost of Inventory Damaged (as of 2022)
Additional comments
Acknowledgment & Signature
I confirmed that all information I entered here is accurate and true.
I allow The Great Tax Return to capture my sensitive data like business and or personal id, government id, social security number (SSN) or employer identification number (EIN), and other information.
Date Signed
-
Month
-
Day
Year
Date
Authorized Representative Signature
Print
Submit
Submit
Organization Email
*
example@example.com
Should be Empty: