FYI: All of the Information You Need To File Form 990
The November 15th Form 990 deadline is right around the corner! Many organizations that operate on a fiscal tax year, July 1 to June 30, will file their annual Form 990 forms to maintain their tax exempt status. If you’re filing a Form 990 on Wednesday, you may be wondering what information you need. Here is all of the information you need in order to file form 990.
At ExpressTaxFilings, we realize that filing tax returns, whether it personal or for business, can be somewhat intimidating. For this reason, we provide a simplistic filing process and provide all of our users with beneficial resources to make their tax filing experience easy and enjoyable.
Depending on the type of organization that you are filing for, various pieces of information are needed to complete the filing process. Here’s a list of what needed for Form 990, Form 990-N, Form 990-EZ and Form 990-PF:
Form 990
E-filing a Form 990 requires information such as program services, revenue, expenses, supplemental financial statements, net assets, balance sheets, list of employees, other IRS filings, and tax compliance along with the organization’s governance, management, and disclosures.
Form 990-N
The following information is needed when e-filing Form 990-N:
- Employer Identification Number (EIN)
- Tax Year
- Legal Name & Address
- Different Names Used By The Organization, if applicable
- Website, if applicable
- Name & Address Of A Principal Officer
- Confirmation Of Gross Receipts Of $50,000 Or Less
- A Statement That The Organization Is Going Out Of Business, if applicable
Form 990-EZ
When filing Form 990-EZ information on the organization’s EIN, gross receipts and assets must be provided. Also, all appropriate, required Schedules must be completed and attached when filing Form 990-EZ.
Form 990-PF
E-filing Form 990-PF requires a good bit of information, however, once this information is gathered, filing with ExpressTaxFilings is very simple. E-Filing Form 990-PF requires the following information: the organization’s name and EIN (as it appears on IRS records), organization’s revenue and expenses, net assets, capital gains and losses for tax on investment income, charitable activities, program-related investments, as well as information on its officers, directors, trustees, etc.
How To E-File Form 990
With the help of ExpressTaxFilings you don’t have to worry about missing your Form 990 filing deadline! With our interview style e-filing process, you can complete your form and instantly transmit it directly to the IRS.
We offer easy e-filing for Form 990 Series returns (Form 990, Form 990-N (e-Postcard), Form 990-EZ, and Form 990-PF) so you can quickly file the correct 990 Form for your organization. For more information on e-filing pricing, click here.
Follow the simple step-by-step guide to create your free account, enter basic information about your organization, complete the form interview, review your information and audit report, pay for your form, and transmit it directly to the IRS. The entire process is completed in 5 simple steps!
We’re Here To Help
If you need any assistance during any step of the e-filing process feel free to reach out to our dedicated, US-based ExpressTaxFilings support team. We’re available Monday – Friday from 9 AM to 6 PM EST at 704.684.4751, with extended hours during deadline days. We also offer live chat and 24/7 email support at support@ExpressTaxFilings.com.
