Filing Taxes

1. Filing Taxes Robert Mancini, PharmD, BCOP Grand Counselor

2. Tax Return Forms (990) • Due by May 15th • If you do not file within 3 years, you lose your tax-exempt status • Email Grand Counselor (grandcounselor@kappapsi.org) if you don’t know your Tax ID number • Three Forms • 990-N (if gross receipts <$50,000 for 2011) • http://epostcard.form990.org/ • 990-EZ (if gross receipts <$200K or assests <$500K) • All others file form 990

3. 990-N (e-Postcard) If you know your log-in Info If you forgot

4. Lost log-in Enter your EIN Click ‘Next’

5. What if you forgot log-in? Create Password Enter Primary Contact’s Info Hit “Next” Activation Email will be sent to primary contact

6. If you know your log-in Log-In is your EIN + a 2 digit number based on number of times registered (i.e. first person to register is 01, second person is 02, etc) -Note: You can pass on the log-in from person to person each year

7. 990-N (e-Postcard) Once logged-in click “Create your 990-N”

8. Filing 990-N Verify Filer Information

9. Filing 990-N Confirm Tax Year (will default to current due) Select “No” to ensure organization has not gone out of business or terminated Select “Yes” to confirm annual gross receipts are <$50,000 Click “Next Page”

10. Filing 990-N Fill out Organization Address and Principal Officer Information (Often GCD) Click “Submit Filing” Email confirmation will be sent to Principal Officer

11. Questions • Email the Grand Counselor • grandcounselor@kappapsi.org