2 FRONTDOORS MEDIA | TAX CREDIT GIVING GUIDE don’t just dream it: do it. 480.315.1040 | eidebailly.com At Eide Bailly, we’re a business advisory and accounting firm, helping our clients embrace opportunities and bring innovation to an evolving business landscape. For years, we’ve worked closely with Arizona business owners and nonprofits whether they’re navigating compliance requirements, investing in technology or wondering what’s next. With specialty services like data analytics, cybersecurity, forensics, wealth planning, planned giving and more, we have the resources to help make even the biggest goals a reality.

TAX CREDIT GIVING GUIDE | FRONTDOORS MEDIA 1 LOOKING FOR AN ONLINE VERSION OF THIS GUIDE? Check out AZTaxCreditGuide.com and click on the digital version of this publication. All tax forms and tax credit listings include the organizations’ websites so that giving is just a click away. HOW TO USE THE ARIZONA TAX CREDIT GIVING GUIDE IF TAX CREDIT GIVING IS NEW TO YOU, start with the article on PAGE 7 . CUT OFF THE BACK COVER OF THE PUBLICATION to use the TAX CREDIT WORKSHEET as you are reviewing the list of organizations throughout the publication. YES, THERE ARE A LOT OF QUALIFIED CHARITABLE ORGANIZATIONS (QCO s ) Check out the list of categories on PAGE 1 6 to help you find an organization that connects. QUESTIONS? We recommend taking this publication and your worksheet with you when you meet with your tax adviser! IF YOU’VE CLAIMED ONE OR TWO TAX CREDITS IN THE PAST, check out the “Maximize the Tax Credit Opportunity” on PAGE 6 for a quick review of the four credits available. QUALIFIED CHARITABLE ORGANIZATION $ 841 MARRIED COUPLES PER INDIVIDUAL $ 421 TAX CREDIT Tax Form 321 Code QCO QUALIFIED FOSTER CARE ORGANIZATION $ 1,051 $ 526 Tax Form 352 Code QFCO PUBLIC & CHARTER SCHOOLS $ 400 $ 200 Tax Form 322 Code PSTC PRIVATE SCHOOL TUITION ORGANIZATION IF you give to Private School Tuition Organization, you may ALSO donate to: SCHOOL TUITION ORGANIZATION $ 1,308 $ 1,301 $ 655 $ 652 Tax Form 323 Tax Form 348 Code STO Code STO \ $ 2,454 The deadline is Tax Day annually to make these contributions and submit your forms to get your tax credit when you file. BY GIVING TO ALL FOUR CATEGORIES TAX CREDIT OPPORTUNITY MAXIMIZE THE Mr. & Mrs. Smith have tax liability of $5,000 and donated the maximum combined amount to all tax credits of $4,901 on their Arizona tax returns. They now receive a credit of $4,901 and their tax liability is $99. No catch, dollar-for-dollar assistance to their favorite organizations or schools. MAX OUT THE TAX CREDITS $ 4,901 Arizona Tax Credit Giving Guide presented by MY 2023 ARIZONA TAX LIABILITY 2023/24 TAX CREDIT DONATION WORKSHEET $ AMOUNT ORGANIZATION(S) In the same year, you can take advantage of all four tax credits: the Qualified Charitable Tax Credit, the Qualified Foster Care Tax Credit, the Public School Tuition Tax Credit and the School Tuition Organization Tax Credits. To download and print this worksheet, go to aztaxcreditguide.com Cut here and take with you. Qualified Charitable Organization Private School Tuition Organization IF you give to Private School Tuition Organization, you may ALSO donate to: School Tuition Organization Public & Charter Schools Qualified Foster Care Organization TAX CREDIT $ $ $ $ $ Married filing jointly: $400 Filing single: $200 Married filing jointly: $1,308 Filing single: $655 Married filing jointly: $1,301 Filing single: $652 Married filing jointly: $1,051 Filing single: $526 Married filing jointly: $841 Filing single: $421