Screen 1023 - Application 1023

Parts I through IV

In this section, enter information for Form 1023, Parts I, II, III, and IV. Form 1023 has no e-file option, and you can only complete Form 1023-EZ online.
Applicant will be represented by an attorney or accountant, using form 2848
This question defaults to Yes when you use Form 2848. Otherwise, you can answer this question on Form 1023.
Part IV: Narrative of Activity
This narrative is required. It will default to the information you enter on the PSA screen for 990 applications, or if you are preparing form 990-PF then you'll need to enter the information here.

Part V

Describe family or business relationships
Relationship reporting occurs on the attached information document. It is created as an attachment and is required to the organization.
List relationships as follows: 1, Officer and Officer related; 2, Officer and Applicant related; 3, Officer and Highly- Compensated related; 4, Person 1a, b, or c and Common Control business.
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