How to Prepare Form 990 & File it with the IRS
Using ExpressTaxExempt

Back To Form 990

Preparing IRS Form 990 is easy to complete with the ExpressTaxExempt. All you have to do is follow the step-by-step guidelines mentioned below to quickly e-file your Form 990 directly to the IRS.

Create an Account
Basic Organization details
Form Interview
Review & Transmit

Create an Account

Click the “Register” link on ExpressTaxExempt.com to create your FREE account.

Enter the required Account Information and click “Create Account.”

Click “Connect with Facebook” or “Connect with Google” to sign-in using those existing accounts, if applicable.

Click “Sign-In” if you already have an account registered with ExpressTaxExempt.com.

Create an Account

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Enter your EIN and Organization Name

Enter your Employer Identification Number (EIN) and Organization Name exactly how the IRS has it on file. You can confirm your information by contacting the IRS Tax-Exempt Hotline 877.829.5500.
Adding your Exempt Organization Details

Type in your Exempt Organization Details which includes the organization name, address, and principal officer information.
Choosing 990 Form

Click “Start” for Form 990 Series which will automatically generate IRS Form 990 based on your organization’s condition.
Select the appropriate tax year for your organization

This page shows information about the eligibility criteria for filing 990 and also about the organizations who are not eligible to e-file Form 990.

Calendar Tax Year is for organizations that operate from January 1 to December 31 while a Fiscal Tax Year is for those whose tax dates start and end with other months.
Choose your organization’s Year of Formation and select which State governs your internal affairs

You can find this information from your organization’s previous 990 forms, tax-exempt application form, or you can contact the IRS tax-exempt hotline 1-877-829-5500.
Select your organization’s current Tax Exempt Status

You can find your tax-exempt status on previous 990 forms, exemption application form, or you can call the IRS tax-exempt hotline 1-877-829-5500.
Provide your Group Return details if your organization is a member of a group

Group Returns are for organizations that are either parent companies or subordinates. In such cases, your parent organization may have already filed for you, or you may have to file for your subordinate organizations.
Select the Gross Receipts and Accounting Method for your organization

To e-file IRS Form 990, you must choose that gross receipts are greater than or equal to $200,000 or total assets are greater than or equal to $500,000 (Gross receipts>=$200,000, or Total assets >=$500,000).
Choose whether your organization is a Public Charity or a Private Foundation

You can also find out which public charity your organization is from previous 990 forms, tax-exempt application form, or you can call the IRS tax-exempt hotline 1-877-829-5500.
Answer the Additional Queries

Answer the Additional Questions which will help further determine your type of organization.
Report your Organization Foreign Activities

Choose whether your organization has offices and employees located outside the United States borders or participates in foreign activities, if applicable.
Verify your Organization Information Summary

Verify your organization's detail summary to start e-filing.

Enter your EIN Number and Organization Name
Adding your Exempt Organization Details
Choosing 990 Form
Select the appropriate tax year for your organization
Choose your organization’s Year of Formation and select which State governs your internal affairs
Select your organization’s current Tax Exempt Status
Provide your Group Return details if your organization is a member of a group
Select the Gross Receipts and Accounting Method for your organization
Choose whether your organization is a Public Charity or a Private Foundation
Answer the Additional Queries
Report your Organization Foreign Activities
Verify your Organization Information Summary

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Getting Started

You will need the following information to complete your tax filing for the current tax year:

Last year (2015) form 990 or form 990-EZ return.

Your organization's most recent audited financial statement, if applicable.

A list of officers, directors, trustees, and key employees.

Any document containing information on significant changes, if applicable.

The flow of our e-filing process:

Our process guides you through various questions where you can input your tax data. If you need further assistance, we have help videos in our Knowledge Center to walk you through step by step.
Organization Program Service

Provide the required information for each of the program activities conducted by your organization and on your mission statement.
Statement of Revenue

Report all income from the activities related to your organization's exempt purpose including.

Gross revenues from contributions, gifts, and grants.

Program service revenues from government fees and contracts, or investment income.

Fundraising activities, gaming events, etc.
Statement of Functional Expenses

Report all your organization's expenses which include amounts from.

Grants and the assistance paid to any organizations, individuals or government organization.

Salaries and benefits.

Services fees for non-employees.

Itemized expenses.

Miscellaneous expenses.

Joint costs.
Supplemental Financial Statements

Report any applicable supplemental financial statements for your organization including:

Donor-advised funds.

Conservation easements.

Art and museum collections.

Escrow or custodial accounts or arrangements.

Endowment funds.
Net Assets and Balance Sheet

Report any land, buildings, or equipment costs and fund balances including:

Organization's savings.

Loans information.

Intangible assets.

Temporary cash investments.

Capital stock or trust principal.

Current funds.
List of Employees

Report compensation for employees and any reportable compensation for independent contractors and also list each grant or assistance provided to any of the interested persons.

Report the number of volunteers who provided services to the organization.
Other IRS Filings & Tax Compliance

Report if your organization has transmitted any of 1099 or W-2G forms and enter the total number of returns reported for the current tax year.

List any unrelated business income, foreign financial accounts, or prohibited tax shelter transactions, if applicable.

Report any annual gross receipts over $100,000, non-deductable contributions, or any deductible contributions received under section 170(c). And also list any payments received for providing indoor tanning services during the year.
Governance, Management, and Disclosure

Report applicable details for any of the management and governing practices of your organization:

Voting members and member relationships.

Management duties along with significant changes, asset diversions, and stockholder details not reported in your prior 990 Form.

Chapters, branches, or affiliates owned by the organization.

A written conflict of interest policy, whistleblower policy, or any document retention and destruction policy.

States which requires your Form 990 copy to fulfill state exempt organization or charitable solicitation reporting requirements.

Details of the person who possesses books and records for the organization.
Additional Information

Report any additional information, if applicable

Political campaign or lobbying activities.

Section 509(a)(2) information.

Related organizations and unrelated partnerships.

Excess benefit transactions made with any disqualified persons or transactions involving any interested persons.

Financial statements that were compiled, reviewed, or audited by an independent accountant.

Signing authority details.

Getting Started
Organization Program Service
Statement of Revenue
Statement of Functional Expenses
Supplemental Financial Statements
Net Assets and Balance Sheet
List of Employees
Other IRS Filings & Tax Compliance
Governance, Management, and Disclosure
Additional Information

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Organization Summary

Review the complete summary of the organization's details you are reporting. Click "Edit" to update any incomplete sections or to change information.
Review Report

Review your entire 990 form with our internal audit check to transmit an error-free tax return. Click "Fix me" for any found errors.
SKU

Review payment for your 990 tax return. Enter details for text alert or fax notification when the IRS process your return, if applicable.
Payment Option

Complete your payment option to transmit IRS 990 form. Enter credit card details and billing address for e-file payment.
Governance, Management, and Disclosure Report

Confirm your organization provided a complete copy of this Form 990 to its governing body before transmitting to the IRS. List any available process your organization has for the public to review your Form 990.
Detailed Summary

Review the detailed summary of your organization and return details to ensure everything is accurate before proceeding. Click "Edit" to make any changes or corrections.
Transmit to the IRS

Review your information carefully before transmitting the 990 form. Click "Transmit to the IRS," once you're ready to complete the e-filing process.
Download a PDF copy of your Form

Your IRS Form 990 is transmitted successfully! You can download a PDF copy of your form to distribute as necessary.

Organization Summary
Review Report
SKU
Payment Option
Governance, Management, and Disclosure Report
Detailed Summary
Transmit to IRS
Download a PDF copy of your Form

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Frequently Asked Questions

Find answers related to e-filing IRS Form 990-N (e-Postcard), 990-EZ, 990, 990-PF, Form 1120-POL and Extension Form 8868 with our Frequently Asked Questions.

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