Bolder Advocacy (Alliance for Justice) recently released Keeping Track: A Guide to Recordkeeping for Advocacy Charities. The guide is designed to help nonprofit staff and board members track the lobbying activities of their organization and accurately report those activities to the IRS. The guide contains sample forms and multiple options for tracking staff time, overhead expenses, and direct costs.
Remember that if your nonprofit takes a stand on a ballot measure, you are in fact lobbying and your efforts are subject to normal lobbying limits. This guide can help you better understand and comply with federal tax laws by tracking your lobbying activities.