Tax year 2021 exempt organizations and other tax-exempt entities Modernized E-file (MeF) providers

The following are links to companies that have passed the IRS Assurance Testing System (ATS) requirements for Software Developers of electronic Exempt Organizations returns for Tax Year 2021. Providers listed on these webpages are Approved IRS e-file Providers; however, they are not part of, nor do they have any special relationship with the Internal Revenue Service.
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Retirement topics - Tax on prohibited transactions

Retirement Topics - Tax on Prohibited Transactions
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Preparer tax identification number information for employee plans professionals

Many EP forms do not require a preparer tax identification number.
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Employee Plans Customer Account Services

Contact us for answers to technical and procedural retirement plan questions.
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Electronic Funds Withdrawal and credit or debit card payment options for businesses

Information about Electronic Funds Withdrawal and credit card payment options for businesses.
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Employee plans learn, educate, self-correct and enforce project - Defaulted loans and/or leases

We examined 69 Form 5500 returns with loans, fixed income obligations or leases in default or classified as uncollectible during the plan year.
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Retirement plan reporting and disclosure

Retirement Plan Reporting and Disclosure
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Employee plans learn, educate, self-correct, and enforce project - Corrective distributions as reported on Schedules H or I, line 2(f) (Project number 8)

We examined 57 Form 5500 returns to determine if the returns that disclosed corrective distributions fully corrected the plan excesses, or indicated other errors.
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EP Examination Process Guide - Section 7 - Appeals - Statute Protections

This section provides a discussion of the statute of limitations on tax exempt trusts, prohibited transactions, procedures used by the IRS when protecting a statute, and various publications about statutes.
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EP Examination Process Guide - Section 10 Puerto Rico Compliance Puerto Rico Facts

EP Examination Process Guide - Puerto Rico Facts
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