1023-EZ Worksheet 2023 - 2024

Form 1023-EZ, Streamlined Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code is the easier version of Form 1023. Cause Form 1023 is quite complex and a large portion of taxpayers that file it don’t need everything the form asks, using Form 1023-EZ to handle the needs is a lot easier. 

When completing Form 1023-EZ for application for recognition under IRC Section 501(c)(3), the worksheet is required to see if you can continue using the form. If you’re not eligible after filling out the worksheet, use Form 1023, not the EZ version of the form. 

The eligibility worksheet for Form 1023-EZ is eight pages long, and it should take you about ten minutes to complete from the start to finish. Before you start filling out Form 1023-EZ, make sure to complete the eligibility worksheet, as it will save you time if you’re not supposed to file the form. 

View Form 1023-EZ Worksheet

Cost of filing Form 1023-EZ

How much you’re going to pay for Form 1023-EZ depends only if you’re going to pay someone else to file it for you. When you file an IRS tax form by yourself, you aren’t required to pay for anything. Even mailing the form is going to cost you nothing. Luckily, you can file Form 1023-EZ through pay.gov and it’s the only way to file it electronically.

However, if you pay for a tax professional to file Form 1023-EZ, it depends on their hourly rate. While some tax professionals charge their clients per form or per project, there are many others that charge hourly. Expect to pay between $200 and $500 for the 1023-EZ. 

Take note that there is also an IRS processing fee Form 1023-EZ. The one-time fee is $275 and it must be paid through pay.gov when the application is filed. When everything is put together, you’re going to pay $500 to $800 for your application. 

Can I file Form 1023-EZ free?

When you take matters into your own hands and decide the handle your tax needs by yourself, it’s always a good thing. It’s sadly not possible to file Form 1023-EZ completely as you’re required to pay for the application, you can get and file Form 1023-EZ for free.

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