IRS Improves Procedures to Help Qualifying Organizations Apply for Tax-Exempt Status by Adam Cohen

Posted on January 17, 2014 by Adam Cohen

The IRS’s Exempt Organizations Office recently made available to charities and nonprofit organizations an online form they may use to apply for recognition of exemption from federal income taxes under 501(c)(3) and its associated schedules.

The IRS expects Interactive Form 1023 to improve applicants’ abilities to complete the form by including pop-up boxes that explain application questions and offering links to related information located at

Before getting started, applicants may visit to print a checklist of information and documents they will need to have on hand to complete the form. Once completed, the application may be printed and mailed with attachments in the same manner that applicants submitted the standard Form 1023.


About the Author: Adam Cohen is associate director of the Tax Department at Berkowitz Pollack Brant. For more information, call 954-712-7000 or email