Help & Documentation
Getting Started
Learn how to use the 501(c)(3) Formation Lab system to process intake forms efficiently.
IRS Requirements
Understand the key requirements for Form 1023-EZ and Form 1023 Full applications.
Reports Guide
Learn how to generate and interpret reports to identify missing information.
Document Management
Best practices for organizing and managing participant documents.
Frequently Asked Questions
What's the difference between Form 1023-EZ and Form 1023 Full?
+Form 1023-EZ is a streamlined application for smaller organizations with gross receipts of $50,000 or less and assets of $250,000 or less. Form 1023 Full is the standard application required for larger organizations or those that don't qualify for the EZ form. The Full form requires more detailed information about activities, finances, and governance.
How do I identify missing fields in a participant's application?
+The system automatically flags missing fields with a "MISSING" tag in red. You can also generate a Missing Fields Report from the Reports section, which provides a comprehensive list of all missing information across all participants.
What documents are required for IRS submission?
+Required documents include Articles of Incorporation, Bylaws, and a Conflict of Interest Policy. For Form 1023 Full, additional documents may be required such as financial statements, detailed program descriptions, and compensation information.
How can I export data for IRS form filling?
+You can export data in various formats including spreadsheet (Excel/CSV) and JSON format for LLM-assisted IRS form filling. Use the Export Data option on the Dashboard or in the Participants section.
Need Additional Help?
Contact our support team for assistance with the 501(c)(3) Formation Lab system.