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Tax-Exempt Revocation

If your PTA received a letter from the IRS stating that your tax-exempt status has been revoked for failure to file information returns for three conesecutive years,  please see the resources below for help reinstating your organization's tax-exempt status.

The IRS has recently released their new form 1023-EZ to simplify the process for small organizations to apply for and reinstate their tax exempt status. If your PTA is applying for Reinstatement within 15 months of the date of your revocation, and you discover you are eligible to complete Form 1023-EZ using the "Form 1023-EZ Eligibility Worksheet," please refer to the "Streamlined Reinstatement Using Form 1023-EZ" section of resources.

If your PTA is applying for reinstatement within 15 months of the date of your revocation, and you are not eligible to complete Form 1023-EZ, please use the "Streamlined Reinstatement Using Full Form 1023" section of resources.

If your PTA’s tax-exempt status was revoked more than 15 months ago, please use the "General Reinstatement Using Full Form 1023" section of resources.

Questions? Contact Lindsey White.

 

Additional Resources

Tax Exempt Revocation FAQs

Automatic Revocation of Exemption List

Automatic Revocation: How to Have Your Tax-Exempt Status Retroactively Reinstated

IRS Revenue Procedure 2014-11

Streamlined Reinstatement Using Form 1023-EZ

NEW! Form 1023-EZ Eligibility Worksheet

NEW! Form 1023-EZ Streamlined Reinstatement Instructions

NEW! Reference Form 1023-EZ

Streamlined Reinstatement Using Full Form 1023

Streamlined Reinstatement Instructions

Interactive Form 1023*

General Reinstatement Using Full Form 1023

General Reinstatement Instructions and Template

Interactive Form 1023*

IRS Bulletin: Application for Reinstatement and Retroactive Reinstatement for Reasonable Cause

*Note: If you are using Google Chrome to open the form, please right click on the link and select "Save As..." to directly download the form, as it will not correctly open within the browser.