Supplemental Tax Exempt Return Form

When to File

A Supplemental Tax Exempt Return Form should be used by tax-exempt organizations to report property acquisitions or disposals that occur after a Tax Exempt Return is filed but before the next required quadrennial filing.

Submission Requirements

Initial and renewal filers will be required to submit documentation along with:
  • A copy of a lease for rented space (if applicable)
  • A most recent letter of good standing from the Secretary of State
  • An income and expense statement
  • Connecticut Sales Tax Certificate 119
  • Copies of the organization's charter, mission statement, and bylaws for property disposition upon dissolution
  • Federal Form 990 - Return of Organization Exempt from Income Tax
  • Federal Form 990-T - Report of Unrelated Miscellaneous Income
  • Statement of assets and liabilities
  • Your completed and notarized Tax Exempt Return Application