diff --git a/corporate/address-changes.rst b/corporate/address-changes.rst index 155e907..7efee77 100644 --- a/corporate/address-changes.rst +++ b/corporate/address-changes.rst @@ -29,10 +29,10 @@ Update the business location and mailing addresses under the :guilabel:`Names an Internal Revenue Service ------------------------ -`File Form 8822-B `_ or wait until the following Form 990 filing. +`File Form 8822-B `_ or wait until the following :doc:`Form 990 ` filing. .. note:: - Even if Form 8822-B is filed, the address update must be noted on the following Form 990. + Even if Form 8822-B is filed, the address update must be noted on the following :doc:`Form 990 `. Dun & Bradstreet ---------------- diff --git a/corporate/calendar.rst b/corporate/calendar.rst index ce412f7..58a3ea2 100644 --- a/corporate/calendar.rst +++ b/corporate/calendar.rst @@ -57,7 +57,7 @@ July .. vale write-good.TooWordy = NO * :doc:`Complete monthly financial reconciliation and reporting ` -* Begin compiling documentation for Internal Revenue Service Form 990-EZ +* :doc:`Engage Foundation Group and begin compiling documentation for Internal Revenue Service Form 990-EZ ` * :doc:`Hold quarterly board meeting ` and :ref:`elect corporate directors and officers ` * Collect annual conflict of interest statements from all directors and officers @@ -84,7 +84,7 @@ November -------- * :doc:`Complete monthly financial reconciliation and reporting ` -* E-file Form 990-EZ to the Internal Revenue Service by November 15th +* :doc:`E-file Form 990-EZ to the Internal Revenue Service by November 15th ` * `Mail a paper copy of Form 990-EZ to the Georgia Department of Revenue `_ December diff --git a/corporate/finance/990ez.rst b/corporate/finance/990ez.rst index 6f1d496..a22bc71 100644 --- a/corporate/finance/990ez.rst +++ b/corporate/finance/990ez.rst @@ -1,6 +1,22 @@ -990 ---- +:og:description: -Foundation Group +Form 990 +-------- -Georgia department of revenue - via LetterStream +.. vale Google.LyHyphens = NO +.. vale Google.Ordinal = NO +.. vale Google.Passive = NO +.. vale Google.Units = NO +.. vale Google.We = NO +.. vale write-good.E-Prime = NO +.. vale write-good.Passive = NO + +The Internal Revenue Service requires exempt organizations to file `Form 990 `_ annually, 5 months after the accounting period ends. +RoboJackets operates on a July-June fiscal year, so we must file by November 15th each year. RoboJackets typically files Form 990-EZ. + +Form 990 is complex, so we've engaged Foundation Group to prepare and file it for most years since incorporating. +Contact Foundation Group on July 1st each year to begin the process. + +Once the form has been e-filed with the IRS, mail a copy to the Georgia Department of Revenue as instructed in the `Tax Exempt Organizations FAQ `_. +Certified mail is suggested to receive a delivery receipt. +`LetterStream `_ can be used to print and mail it. diff --git a/corporate/finance/index.rst b/corporate/finance/index.rst index 785851e..61702da 100644 --- a/corporate/finance/index.rst +++ b/corporate/finance/index.rst @@ -9,3 +9,4 @@ Finance bookkeeping-standards sales-tax 1099k + 990ez