Make IRS Determination Letter and 990 Forms required attachments by default

•Current Function: Currently, attachments on Application forms are not required; all are optional by default

 

•Desired Function: Recently, a client requested that the IRS Determination Letters and 990 Forms be made required by default

 

•Reason for Function: The reason behind this is to avoid missing critical paperwork for auditing purposes - both forms are in high demand and making them required by default would guarantee their inclusion in an application

 

 

  • Guest
  • Jun 29 2016
  • Reviewed: Voting Open
  • Attach files
  • Guest commented
    June 30, 2016 13:16

    This is an excellent idea.  Our auditors ask to see both these documents in every grant file.