Determine whether your organization qualifies for tax-exempt status
Choose the correct tax-exempt category for your organization
Register your organization with the appropriate state agency if required
Apply for an Employer Identification Number (EIN) from the IRS
File the required tax-exemption application with the IRS
Submit any required state tax-exemption applications
Obtain your tax-exempt determination letter or exemption certificate
Use the tax-exempt number or certificate according to state and federal rules
Renew or maintain your exempt status as required by law