Instructions for Change of Fiscal Year

How often can we change our fiscal year?

The fiscal year can be changed once every ten calendar years. This is consistent with Internal Revenue Service (IRS) rules. Changing an organization's fiscal year a second time in the same ten-year period requires approval from the Charities Program Manager.

Fiscal year changes can be complex and can only be requested by an authorized officer. Contact us at 303-894-2200, option 2, or charitable@sos.state.co.us if you have questions or need assistance.

 

Does the renewal form allow us to change our fiscal year?

No. You must change your fiscal year separately, before you begin your next renewal.

If you have already started a renewal, you will need to contact us at 303-894-2200, option 2, or charitable@sos.state.co.us to have the renewal deleted so that you can file the fiscal year change first. If you have started an amendment, you can cancel the amendment yourself.

To file a fiscal year change, go to "File a document", and then click on "Fiscal Year Change".

 

How do I change our fiscal year?

  • On your dashboard, click the name of the organization under the “My Organizations” heading.

  • On the Summary Page, scroll down to click on "File a form."

  • On the Available for Filing page, click on "Fiscal Year Change".

  • Review the information on the Fiscal Year Change page, then choose the month that your new fiscal year will end from the drop-down menu, and click “Continue”.

  • The next page will show your new fiscal year and when your next renewal is due. Review the information on the page. When you are satisfied that it is correct, click on "Continue". The next page will display a pdf image of the fiscal year change that you are requesting. Review the information on the page. When you are satisfied that it is correct, click on “Sign & submit”.

  • On the Confirmation page you may view and print the filing. Click “My Dashboard” to return to your dashboard.

  • Contact us at 303-894-2200, option 2, or charitable@sos.state.co.us if you need assistance.

 

Important

Extension requests filed prior to a change in fiscal year are not automatically applied to the short period that results from a fiscal year change. If you need additional time to file the resulting short-period return, you will need to file a new extension request.