IRS Forms Assistant, AI Automations

Form 1023: Activities Narrative Drafter Part IV

The hardest part of Form 1023 is Part IV, the narrative description of your activities. It is the heart of the application, and the IRS uses it to decide whether your activities qualify as exempt under Section 501(c)(3). The narrative needs to be clear and specific: what you do, who carries it out and who benefits, when and where and how often, how it is funded, and how each activity furthers a charitable, educational, or other exempt purpose. This automation turns your structured answers into that narrative.

How to use it

• Open the Narrative Builder tool from the sidebar and fill in the program fields (what you do, who you serve, where, when, why it qualifies, and how it is funded). The more concrete you are, the better the draft.
• Click "AI: draft my Part IV narrative."
• The drafted narrative appears in an editable preview and becomes your Part IV narrative. Review and correct it before you file.

Its guardrails

• It uses only your facts. It will not invent programs, names, dollar amounts, or details you did not provide.
• It marks gaps, it does not fill them. Where something is missing it inserts a clearly [bracketed placeholder] for you to complete before filing.
• It writes for a 501(c)(3) exempt purpose, connecting each activity explicitly to the charitable, educational, religious, or other purpose you selected.
• You review it. The draft is a starting point, not a final filing.

Form 1024: Activities Narrative Drafter Part IV

The hardest part of Form 1024 is also its Part IV, the narrative description of your activities. The IRS wants a clear, specific account of what you do, who does it and who benefits, when and where and how often, how it is funded, and how it furthers your exempt purpose. This automation turns your short answers into that narrative.

How to use it

• Go to Part IV, Activities narrative and fill in the prompts (what you do, who, when, funding, purpose). The more concrete you are, the better the draft.
• Click "AI: draft my narrative from the answers above."
• The drafted narrative appears in an editable box and is used as your Part IV narrative in the export. Review and correct it.

Its guardrails

• It uses only your facts. It will not invent activities, names, dollar amounts, or details you did not provide.
• It marks gaps, it does not fill them. Where something is missing it inserts a clearly [bracketed placeholder] for you to complete before filing.
• It writes for your exact type (501(c)(4), (c)(5), (c)(6), or (c)(7)), framing the narrative around that exempt purpose.
• You review it. The draft is a starting point, not a final filing.

Form 990: Program Accomplishments Drafter Part III

Part III of Form 990 asks you to describe what your largest program services actually accomplished during the year. Reviewers, funders, and the public read this section closely, so it should be specific and outcome focused: what the program did, who it served, and the results, ideally with numbers. This automation turns your short notes into a filing-ready Part III narrative.

How to use it

• Open the Program Service Accomplishments tool from the sidebar and enter your notes for each program (the activity, who was served, and what was achieved). The more concrete you are, the better the draft.
• Click "AI: draft my Part III narrative."
• The drafted narrative appears in an editable preview. Review and correct it, then export it for your return.

Its guardrails

• It uses only your facts. It will not invent programs, beneficiaries, dollar amounts, or results you did not provide.
• It marks gaps, it does not fill them. Where a number or detail is missing it inserts a clearly [bracketed placeholder] for you to complete before filing.
• It writes in the plain, factual style the IRS expects for Part III, not marketing language.
• You review it. The draft is a starting point, not a final filing.

Signing in

All three drafters use your All In One Nonprofit account, so you need to be signed in. If you are signed out, the tool shows a sign-in link. Signing in also lets each tool sync your work across your devices, and keeps the three forms' saved answers separate under your one account.