How to E-File or Mail Your Forms

FORMS

E-filing - You can now e-file your IRS Form 990 or 990-EZ and selected Charitable Trust Section forms.  See instructions below.

Note - this e-filing service is provided by a third party that charges a small fee to prepare your Form 990 if your organization has gross receipts over $100,000.  There is no fee for e-filing the Michigan forms.
 

Mailing - You may also print and complete the Charitable Trust Section forms and mail them in.  Scroll down for instructions and print forms from the Related Content column on the right of this page.
 

E-FILING FORMS

The following forms may be e-filed to the Charitable Trust Section:

·         Registration to Solicit Donations (both initial filing and renewals)

·         IRS Form 990 and 990-EZ

·         Initial Charitable Trust / Charitable Solicitation Questionnaire

·         Charitable Trust Registration Statement and Inventory forms (with Initial Charitable Trust / Charitable Solicitation Questionnaire only)

Currently, the forms generated through e-filing are the previous generation of Charitable Trust Section forms.  However, if they are e-filed we will still accept them as long as all currently required information is included. 

Register to Solicit -- You may e-file your renewal solicitation registration to the Charitable Trust Section.  
 

• If you have not yet filed your Form 990 with the IRS:

You may complete and e-file your 990 or 990-EZ to the IRS as well as to the Charitable Trust Section.  Most of the registration form will be automatically completed using your entries from the IRS return.  (Note - there is no fee for e-filing the Michigan application. However, if your organization has gross receipts over $100,000, there will be a small fee charged by the outside provider to prepare the Form 990 on the system.)

• If your IRS return has already been filed with the IRS: 

Simply complete the application form by entering information from your already prepared Form 990 or 990-EZ and uploading a PDF version of your return.  There is no fee.

New organizations - Organizations that have never applied to solicit in Michigan or registered as a charitable trust may complete and e-file the Initial Charitable Trust / Charitable Solicitation Questionnaire.  There is no fee.  After you complete the Questionnaire, you will be advised if you need to also complete other forms to register either to solicit or as a charitable trust.  
 

IRS 990 or 990-EZ Annual Reports - If your organization is already registered as a charitable trust and is not required to register for solicitations, you may e-file your IRS 990 or 990-EZ to the IRS.  Then, simply select Michigan as another recipient of the return so that it will be e-filed with the Charitable Trust Section as your charitable trust annual report.  (Note -- if your organization has gross receipts over $100,000, there will be a small fee charged by the outside provider to prepare the Form 990 on the system.)

Click here to e-file your Michigan forms or IRS 990 or 990-EZ.

MAILING FORMS

To complete by hand and mail in, simply click on the form you want under Related Content on the right side of this page and print the form.  To complete the form using your computer keyboard, follow the steps below: 

1. Click on the form you want under Related Content on the right side of this page to open the form.
    

2. Use your mouse to click in the first field and type in your entry.  Use the Tab key to proceed from one field to the next. 
    

3. On the File menu, use Save as to save a copy of the completed form. 
    

4. Print the completed form and sign it. 
    

5. Send the form to the Charitable Trust Section, along with all required attachments to: 

Charitable Trust Section

PO Box 30214
Lansing, MI 48909-7714