QAS Self Study - Tax-Exempt Organizations: Formation and Operations

Register
Member Price:
$69
Non-Member Price:
$99
Your Course Price: 99.00
CE Credits
2
Advanced Preparation
None
Course Level
Basic
Prerequisite
Knowledge of Federal Income Tax Law
Course Instructor

Nina Tross MBA, EA

Delivery Method
QAS Self-Study
Date
Thursday, January 1, 2026
Time
12:00pm - 12:00pm PT
01:00pm - 01:00pm MT
02:00pm - 02:00pm CT
03:00pm - 03:00pm ET
IRS CE
2
NASBA CPE
2
CTEC Credits
Credits not offered
On-Demand
Schedule

Available 24/7 until the course expires, 1 year from purchase.

This course will cover the issues to be considered during the formation of a tax-exempt organization; the completion of the Form 1023, Application for Recognition of Exemptions Under 503(c)(3) of the Internal Revenue Code; and the preparation of the Form 990, Return of Organization Exempt from Income Tax. The course will address the payroll and excise tax filing requirements for the tax-exempt organization.

At the completion of this session, the participants will be able to accurately:

  • Compile the documents needed to apply for tax-exempt status.
  • Identify the schedules that accompany the Form 1023.
  • Ensure compliance of the record keeping and reporting requirements of the tax-exempt organization for the donors, employees and other stakeholders.

Administration: QAS Self Study

On-Demand Refunds
  • Once your registration confirmation is emailed, due to the proprietary nature of our materials and content delivery, On-Demand courses are NOT eligible for refunds, cancellations, or transfers to another NSTP course.
On-Demand Disclaimer
  • Self-Study materials and Self-Study presentations are intended to stimulate thought and discussion and to provide attendees useful ideas and guidance in the areas of federal taxation and administration. These materials as well as the comments of the instructors do not constitute and should not be treated as tax advice regarding the use of any tax procedure, tax planning technique, device or suggestion, or any of the tax consequences associated with them.
  • Although NSTP has made every effort to ensure the accuracy of the materials and the seminar presentation, neither the author, the presenter nor the National Society of Tax Professionals assumes any responsibility for any individual’s reliance on the written or oral information presented during the presentation. Each attendee should verify independently all statements made in the materials, and during the seminar presentation, before applying them to a particular fact pattern and should determine independently the tax and other consequences of using any device, technique, or suggestion before recommending the same to a client or implementing the same on behalf of a client, or on the attendee’s own behalf.
  • Self-Study materials & presentations are fully protected under copyright law. Any attempt to copy for resale, distribution, or use other than personal use for tax preparation will be fully prosecuted under the law.

Other Policies

  • Self-Study video link is included with your course confirmation.
     
Testing Policy
  • Self-Study courses require passing a test to earn CE credits. You have three attempts to pass the exam. If you exceed the three attempts, please reach out to NSTP for assistance.
More Information

For more information regarding refund, cancellation, and complaint policies, please contact our offices at 1(800) 367-8130.