File the nonprofit Form 990

Year end books, schedules and board review, filed with the IRS on time.

1. Close the year end books
2. Gather grants, donors and pay data for the schedules
3. Send records to the CPA
4. Review the draft return
5. Share the return with the board before filing (Board treasurer signs off)
6. File by the 15th day of the fifth month. Most people forget this: Three years of missed filings and the IRS takes away tax exempt status
7. File the state charity renewal

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