Unit Finance Forms

Before downloading the Tax preparation forms below, download and print the following two forms. These two forms will help you decide which forms you will need to apply for both Federal and State Tax Exemption.
1.
Tax Exemption Forms Checklist
2.
Tax Exemption Instructions

Federal Forms
1.
IRS Form SS-4 (Request for EIN)
2.
IRS Form 1024 (Request for Tax Exemption)
3
IRS Form 4605-A (Request copy of Determination Letter)
3.
IRS Form 8718 (Tax Exemption Filing Fee)
4.
IRS Form 990 (Tax Return)
5.
IRS Form 990EZ (Tax Return)
6.
990n e-postcard may be prepared online for free
   
State of California Forms
1.
Secretary of State Articles of Incorporation (Initial)
2.
Attorney General's Registry of Charitable Trusts (Initial)
3.
Franchise Tax Board FTB 3500 (Request for Tax Exemption)
4.
Franchise Tax Board FTB 3500A (Request for Tax Exemption)
5.
Secretary of State Form SI-100 (Annual Report)
6.
Attorney General's Registry of Charitable Trusts Form RRF-1(Annual)
7.
Franchise Tax Board Form 199 (Annual)
8.
199n e-postcard may be prepared online for free

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