While bookkeeping is bookkeeping no matter the industry, each industry has its nuances. At CW Bookkeeping we provide for-profits and nonprofits with resources to help them grow their organizations!.
Resources are provided for general informational purposes only and are not intended to provide legal, financial, medical, or any other type of professional advice. Please seek professional assistance should you require it. All resources are provided as is. There is no warranty of accuracy or if it is the correct resource for your needs. Always refer to your Tax Pro, EA, or CPA for definitive advise appropriate for your individual scenario.
Adapted from the "IRS 20-point checklist for independent contractors" by www.walthall.com. All content is offered as guidance only, and is not meant, nor should it be construed as, a replacement for certified, professional expertise.
This form is the Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals) ▶ For use by individuals. Entities must use Form W-8BEN-E. ▶ Go to www.irs.gov/FormW8BEN for instructions and the latest information.
This sample is written with faith based nonprofits in mind and has the following objectives:
Establish a written process for the evaluation of requests for assistance from the Benevolence Fund.
Outline eligibility requirements and criteria for receiving assistance from the Benevolence Fund.
Describe the process involved in the request, approval and disbursement of monies from the Benevolence Fund.
This document will also specifically set forth the responsibilities of the Benevolence Fund Committee and the guidelines for discharging those responsibilities
All content is offered as guidance only, and is not meant, nor should it be construed as, a replacement for certified, professional expertise.
This Spreadsheet is going to capture the general structure of each of your events, which allows a bookkeeper to setup the appropriate accounts in QuickBooks and Map the transactions from your donor management system to QuickBooks properly.
Use this example to build out a sheet that is dialed into your nonprofit's specific needs.
This brief client resource guide addressed Tennessee charitable organization renewal registrations only; not initial registrations or exemption renewals. Annual renewal filing when Form 990 is ready, plus extension workflow when audit/990 is pending. This is an administrative workflow and not legal advice. Confirm unusual facts with the Tennessee Secretary of State or legal counsel.
Use this to help you prepare for your nonprofit's TN Charities Registration Renewal.
This is one of those forms that I've had all too many small organizations (for profit and nonprofit) completely overlook. Under the Immigration Reform and Control Act of 1986 (IRCA) (codified under Section 274A of the Immigration and Nationality Act) , U.S. employers are prohibited from hiring individuals without verifying their identity and employment eligibility for all employees hired to work in the United States after November 6, 1986. AND the form is to be completed within 3-days of the employee start date. Below is the quote directly from the USCIS website.
"Use Form I-9, Employment Eligibility Verification, to verify the identity and employment authorization of individuals hired for employment in the United States. All U.S. employers must properly complete Form I-9 for every individual they hire for employment in the United States. This includes citizens and aliens. Both employees and employers (or authorized representatives of the employer) must complete the form."
Disclaimer
While we have made every attempt to ensure that the resources contained here are correct, the Creator is not responsible for any errors or omissions, or for the results obtained from the use of these resources. These are administrative resources and not legal, medical or tax advice. Confirm unusual facts with licensed legal, medical or tax professionals.
All resources are provided "as is", with no guarantee of completeness, accuracy, timeliness or of the results obtained from the use of this information, and without warranty of any kind, express or implied. In no event will the Creator be liable to you or anyone else for any decision made or action taken in reliance on the resources or for any consequential, special or similar damages, even if advised of the possibility of such damages.