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Tax News
Redesigned Form 3500 Exemption Application and Booklet

As we get ready for the 2012 filing season, we would like to announce a draft redesigned Form 3500, Exemption Application, and Booklet. 

We redesigned the form and booklet to:

  • Increase clarity in the language and flow of the booklet.

  • Improve guidance within the instructions in the booklet.

  • Provide a more comprehensive checklist to ensure complete exemption application package.

  • Include new schedules created for churches, hospitals, and credit counseling organizations.

  • Provide space on the Exemption Application for answers (instead of asking to attach statements).

  • Provide sample layout for organizing documents to ensure correct language is used for specific types of tax-exempt organizations.

  • Assimilate federal exemption Forms 1023 and 1024 when possible.

Do you have suggestions for improving Form 3500 and/or the booklet, such as ideas for making them simpler or easier to understand? Please let us know.

Back to August 2011 Tax News