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Objective

This GWRRA PowerPoint is a step-by-step tutorial on Chapter/District/Region annual electronic filing for small exempt organizations using the 990N e-Postcard.

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Objective

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Presentation Transcript

  1. This GWRRA PowerPoint is a step-by-step tutorial on Chapter/District/Region annual electronic filing for small exempt organizations using the 990N e-Postcard. All subordinates of GWRRA, Inc. are required to annually file a 990 return with the IRS. For those subordinates whose gross receipts are normally $25,000.00 or less, they will use the IRS 990N e-Postcard to report their earnings. Objective

  2. Your Employer Identification Number (EIN) The tax year. Legal name and mailing address as it appears on your 8822 Form or EIN request.  Example:  Arizona District Chapter A Name and address of subordinate Director.  Website address if the subordinate has one. Confirmation that the subordinate’s annual gross receipts are normally $25,000.00 or less. Note: Some of the fields in the following illustration have been changed to generic values to protect personal information. Information Needed to File the e-Postcard

  3. Go to http://www.irs.gov/charities/index.html Click on this link to start the process

  4. This page explains what the 990N e-Postcard is all about and when it should be filed. Click on “Here” to advance to the next page Note: failing to file for 3 consecutive years will automatically lose its tax-exempt status

  5. The IRS has delegated the responsibility of collecting and managing the data to the “Urban Institute”. They are a private firm that has been authorized by the IRS to collect this data. Click on “Leave IRS Site” to advance to the next page

  6. This screen is informational and covers what you will need in order to proceed. Click “Next” to continue the filing

  7. The 1st thing you need to do is register as a new user. In subsequent years you will not be required to register and you can go directly to “Step 2”. Click here as a new user to get started

  8. At this point you will need to enter your EIN#. Select “Exempt Organization” as shown then enter your Chapter EIN # and then, click on “Next”. Select “Exempt Organization” as shown then enter your Chapter EIN # and then click on “Next”

  9. Chapter EIN Number will be displayed with an additional two numbers. On This page you will enter information that will be used for “Log-On” purposes. The Email address of the person entering the data needs to be the one that is used, so they receive the “Request Result”. Create unique Password and Enter Chapter EIN Number Your Password Enter CD’s Name Your Password CD First Name CD Last Name Preparer@myemail.net Enter preparer’s Email Address Preparer@myemail.net 866-555-1212 Enter CD’s Phone Number When all fields are entered press next Note: Organizational Name will always be Gold Wing Road Riders Association. We will use the DBA field later to enter the subordinate name.

  10. This Screen indicates that your Login ID Request has been successful. Before closing the browser, open your email and verify that you have received confirmation. Then go back and close your browser. Chapter EIN Number + two additional numbers CD Name useremail@anywhere.net Before closing the browser open your email and verify that you have received confirmation. Then go back and close your browser.

  11. You will receive an email similar to the one shown below. By clicking on the link it will launch your browser and you can continue your process of filing. To: wstiger@dmci.net Subject: e-Postcard Login ID Activation Notice Date: Thursday, December 10, 2009 7:22:56 AM William, The following is your e-Postcard login ID: Login ID: Chapter EIN# Name: CD Name Organization: GOLD WING ROAD RIDERS ASSOCIATION Login Type: Exempt Org Click the link below to activate your login ID. (Note if your email program does not display the web page as a link, copy the whole link and paste it into your browser.) IMPORTANT: You should close any open browser windows before you click this link. https://epostcard.form990.org/frmAdminLoginActivate.asp?A=P317837n501929hRn Contact technical support if you have any questions e-Postcard Technical Support Team email: epostcard@urban.org Phone (toll free): 866-255-0654 The link will bring you to this screen where you need to enter the password you created. The link will open the screen where you need to enter the password you created to continue the filing.

  12. This screen is where you need to enter the password you created to continue the filing. CD Name Chapter EIN# Enter your password and then click on “Next”

  13. This is your activation success screen. You should print this screen for your records for future filings. This also needs to be given to your succeeding CD, so they can login, change the personal information, and do their own filing. Chapter EIN# Password CD Name useremail@anywhere.net Print this form for your records and then click “Create your Form 990N now”

  14. There are two areas you need to select. Select “No” to indicate that you have not gone out of business. Select “Yes” to indicate that your gross receipts are normally $25,000.00 or less. Use the pull down and select “No” Use the pull down and select “Yes” When all fields are correct press next

  15. Congratulations, you have finally made it to the main content page, where you will enter all of your personal information. Pay close attention to all the fields and be sure to enter the correct information as indicated. In the “DBA” area, enter your Chapter Name as it appears on your 8822 form to the IRS. Enter CD’s Address, City, State, Zip code Enter Chapter Website address Select “Person” and enter Chapter Director’s Name Enter CD’s Address, City, State, Zip code Press “Save Changes” 1st Then press “Submit Filing to IRS”

  16. This screen is a little deceiving. It will take a little time for the confirmation to come back from the IRS. Wait to go to the Filing Status Page until you receive an email from Urban Institute, similar to the one shown at the bottom of the page. This may take several minutes. Wait to go to the Filing Status Page until you receive an email from Urban Institute similar to the one shown below. This may take 30 minutes.

  17. The next step is very important. You need to get an e-Postcard image sent to your email so you can forward this on to your District/Region and the Home Office. We need this confirmation to ensure compliance. Click on this link for the system to email you a confirmation.

  18. This is an example of the e-Postcard image. Forward this on to your District/Region and the Home Office. We need this confirmation to ensure our compliance to our 501(c)4 exemption. This is for our records do not send this to the IRS. Email to 990n@gwrra.org Note: Notice the d/b/a name. This makes it easy to know what subordinate this 990n is for. Chapter EIN# CD’s address City, State, Country, Zip code CD’s Name CD’s address City, State, Country, Zip code

  19. 990n Rejection Notice You may receive a rejection notice similar to the following example: Organization: GOLD WING ROAD RIDERS ASSOCIATION EIN: 38-3206772 Submission Type: Form 990-N Year: 2009 Submission ID: 7800582010165ac60190 e-File Postmark: 6/14/2010 9:39:25 AM Rejected Date: 6/14/2010 We have transmitted your filing to the IRS and, unfortunately, the IRS has rejected with the following errors: F990-906: The return type indicated in the return header must match the return type established with the IRS for the EIN. F990-902: The EIN in the return must have been established as an exempt organization return filer in the e-file database. Please contact IRS Customer Account Services at 877-829-5500 to resolve the error(s) listed above. If, after you have resolved the problem, you would like us to retransmit the e-Postcard, please send an email to epostcard@urban.org (or just reply to this email). We would be happy to retransmit this filing. Thank you for filing. ------------------------------------------------------------------------- e-Postcard technical support Phone: 866-255-0654 (toll free) email:ePostcard@urban.org ------------------------------------------------------------------------- GOLD WING ROAD RIDERS ASSOCIATION 6311 Sidney St Brighton, MI 48116

  20. 990n Rejection Corrective Action • Contact the IRS and verify that the correct Officer information is filed and the correct EIN# is being used. • File an 8822 to update the information • Contact the Home Office and have them fax a letter to the IRS stating you are a subordinate of GWRRA, Inc. • Save the rejection notice and reply to the Urban Institute after 3-4 weeks requesting them to retransmit this filing. You cannot refile online.

  21. Summary • How to use the 990n online e-Postcard • How to correct for a rejection notice.

  22. Thank You

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