704.839.2321

ExpressTaxExempt Blog

The Best Way To Encourage Online Giving

Diverse Group Participating in Online Giving
As a charitable nonprofit you rely on the support and generosity of donors for some or all your funding. While some of you are still using traditional giving methods, online giving has become the “new norm.” Here is the best way to encourage online giving.

Transitioning from traditional to online fundraising is simpler than you might think; plus it will increase your donor base from just your local community to national.

How To Create Online Fundraising Your Donors Will Love


Implement Online Giving


We spend hours on our cell phones or tablets each day, so it is safe to say technology reigns supreme. If you are not already using online fundraising, you are missing out on a major opportunity. 

As a nonprofit organization, it is critical to invest in simple online giving methods. Consider having a mobile version of your website created and utilize easy online donation programs such as PayPal, Square [Cash App is great too!], Givelify, etc. 

Keep Your Donation Form Short

Let’s be honest; no one wants to spend half an hour trying to donate to your organization. Simplify your donation form and eliminate unnecessary fields.

Typically donors will only briefly scan your donation forms before deciding to give. If your form appears long, extensive, and complex, you may be losing out on potential donors.

Test your platform. Ask a friend or third party to complete the form themselves to see what they found confusing, time-consuming, and flat out annoying. You have seen your donation form a million times, and you understand all the information asked. However, having someone unfamiliar with your donation process will gain a better understanding of what the average donor sees. 

Easy Access To Online Donation Form 

The easier it is to access, the easier it is for people to donate. 

Accessing your organization’s online donation platform should be a piece of cake for potential donors. If they have to go on a scavenger hunt to find a way to donate, they will likely give up in pursuit.

Large, colorful and clear “DONATE” buttons are always the way to go. Consider having a donate button at the top and bottom of your website or page, but do not go overboard with the donate buttons. The last thing you want to do is harass your potential donors and readers for an online donation.

Group of individuals discussing online giving

Close With A Strong Call To Action (CTA)

Now that you have driven potential donors to your organization and informed them of the great things you do in your community, prompt them to donate.

This can be done through a “Donate Now” button or link that instruct donors on how they can make a difference such as, “Help Us Make A Difference In Your Community!”

Believe it or not, there are thousands of people that are looking for a charitable cause to donate to each year. Utilize these tips to attract potential donors and maintain your much-needed donor base. Once you have received donations be sure to keep accurate records so you can accurately file your 990 Form with ExpressTaxExempt at the close of your organization’s tax year.  

Read More »

New Technology That All Nonprofits Need To Know About

Nonprofit Technology
Last week over 2,000 of the best and brightest nonprofit professionals from around the world gathered at the Morial Convention Center in New Orleans, Louisiana for the 2018 Nonprofit Technology Conference.

Commonly referred to as the “NTC” this conference provides an avenue for individuals to collaborate, innovate, and discover new ways to spark change in the nonprofit industry with technology.

With over 130 sessions offered at this year’s conference, attendees could gain insight and obtain skills in areas such as information technology, leadership, programming, fundraising, and development, as well as marketing and communications.

Outside of these dynamic sessions were hundreds of exhibitors presenting their newest and most innovative technology for growing nonprofits.

New Technology That All Nonprofits Need To Know About

Here are some of the top sponsors and exhibitors from the 2018 NTC: 

1) Microsoft - Microsoft is committed to providing solutions, partnerships, and support to nonprofits through a variety of technological products, including Azure, Dynamics 365, Enterprise Mobility, Power BI, Surface, and more.

2) Blackbaud - Blackbaud is the world’s leading cloud software company powering social good and providing nonprofit solutions in areas such as fundraising and relationship management. Click here for more information on the resources they offer nonprofits.

3) Engaging Networks - Founded in 2000, Engaging Networks is a flexible and innovative software platform for nonprofits. Engaging Networks also provides nonprofits with a complete toolset for digital engagement for online fundraising, advocacy, email marketing, P2P, and events.

4) DonorPerfect - Engage your donors with this awesome software designed to supercharge your nonprofit’s fundraising initiatives and cultivate valuable relationships through the fundraising growth platform, DonorPerfect.

5) Neon - NeonCRM is a cloud-based nonprofit software suite that provides tools built to support the work that nonprofit organizations do through engagement with donors, managing memberships, planning events, tracking volunteers and more.

6) PayPal Braintree - Designed specifically for nonprofits, PayPal Braintree provides fast and easy ways to fundraise online with discounted transaction rates for registered 501(c)(3) charities. Learn how PayPal Braintree can benefit your nonprofit here.

7) ActBlue - The ActBlue Charities extension (AB Charities) is a free service that makes it easy for any organization to run an advanced, modern fundraising program online. Click here to find out how AB Charities can help your organization.

8) EveryAction - Built and supported by nonprofit experts, EveryAction offers tools to nonprofits of all sizes to optimize their interactions with supports and prospects, which lead to the best outcomes for the organization.

9) Giveffect - Giveffect is the #1 all-in-one nonprofit software, leading in areas such as fundraising, events, online donations, offline gift tracking, volunteer management, donor management and constituent relationship management software. Experience a radically better way to manage your nonprofit when you use Giveffect!

10) See3 - See3 focuses its efforts on supporting 501(c)(3) organizations by helping to improve their digital communications strategies, increase connections with constituents, and magnify their impact.

2019 Nonprofit Technology Conference

Nonprofit team uses new technology from 2018 NTC
Mark your calendars now and start making plans to attend the 2019 Nonprofit Technology Conference on March 13-15, 2019 at the Oregon Convention Center in Portland, OR. 

The takeaways from this conference are endless and beneficial to nonprofits of all types. Did you attend the 2018 NTC? Tell us about your favorite exhibits in the comments below.

As you prepare for upcoming conferences and nonprofit events this summer don’t forget about the Form 990 deadline on May 15th for organizations with a calendar tax year (January - December).

ExpressTaxExempt is here to help you with your 990 filings and provides an easy, simplified, and secure filing process.

You help others daily, now let us help you!

Read More »

New Tax Day Deadline Released After IRS System Crash


Well, well, well. It looks like Christmas came even earlier this year. The IRS announced yesterday evening that they are providing taxpayers an additional day to file and pay their taxes following issues with their payment system that surfaced on the original April 17 tax deadline.

Individuals and businesses with a filing or payment deadline originally due on Tuesday, April 17th, 2018 now have until midnight Wednesday.

The IRS Delays Tax Deadline Following Technology Collapse 

All taxpayers now have until Wednesday, April 18th, 2018 as the official last day to file taxes without penalty. This is following the agency’s system crash for electronically filing returns during the originally scheduled Tax Day deadline. 

While the IRS’s electronic filing system came back online Tuesday evening, the direct tax payment system used by IRS-authorized third-party providers is still not going through. However, this will be resolved by today, April 18th and extended tax services have been offered. 

“This is the busiest tax day of the year, and the IRS apologizes for the inconvenience this system issue caused for taxpayers,” said Acting IRS Commissioner David Kautter. “The IRS appreciates everyone’s patience during this period. The extra time will help taxpayers affected by this situation.”

The IRS is also advising taxpayers to file income tax extension Form 4868 for personal income tax returns or Form 8868 for organizations if they need more time to file. This form will give filers an additional six months.

You can file tax extension Form 8868 quickly and easily with ExpressTaxExempt. Our step-by-step filing process is equipped with built-in audits to ensure error-free filing. When you file your tax extension online, you will receive a confirmation email notifying you that your IRS extension was accepted.

File For Tax Extension 2018

Read More »

The Best Advice for Nonprofits on Tax Day

Tax Day 2018 has officially arrived! Your initial instinct may be to focus on your personal income tax return, but your organization may need to also submit a return to the IRS by midnight.

If your nonprofit or tax-exempt organization operates on a fiscal tax year beginning in December and running until November, you must file a 990 Form by TODAY, April 17th, Tax Day.

Today is the last day to file taxes 2018 for your nonprofit organization.

If this deadline caught you off guard, here's the best advice for nonprofits on Tax Day. 

Advice for Nonprofits on Tax Day

The most recognized and discussed tax day of the year is today, April 17th. As a leader of a tax-exempt organization, here is what you need to know about the Form 990 series as well as tax extension Form 8868.

Form 990 Series

Form 990-N (e-Postcard): Filed by tax-exempt organizations with gross receipts less than or equal to $50,000.

Form 990-EZ: Filed by tax-exempt organizations with gross receipts that come to less than $200,000 and $500,000 in total assets.

Form 990: Exempt organizations with more than or equal to $200,000 in gross receipts or total assets more than or equal to $500,000 typically file Form 990.

Form 990-PF: Filed by Exempt & Taxable Private Foundations as well as Non-exempt Charitable Trusts which the IRS treats as private foundations. 

Tax Extension Form 8868 Due Date

Need more time to file your IRS Form 990? Using IRS Form 8868, your organization will automatically get 6 months to file Form 990. To avoid penalties, you will need to file by midnight TONIGHT! That’s right, Form 8868 is due today, April 17th, 2018. If you file after Tax Day 2018, your IRS extension form will be rejected. 


Steps To E-file IRS Form 8868

  1. Register or sign in with ExpressTaxExempt
  2. Add organization's basic information such as name, EIN, address, and contact number
  3. Select the IRS form which you are applying for the tax extension
  4. Enter your organization's tax year period
  5. Choose your tax extension type and provide information for signing authority
  6. Review your return and fix any errors
  7. Pay and transmit to the IRS

To make Tax Day even better for your nonprofit, you should take advantage of a personal income tax extension using TaxBandits. Extension Form 4868 is used by individual or joint taxpayers to receive an automatic extension of up to 6 months to file their returns. TaxBandits also handles Form 990 Series tax filing so you can complete both forms from one account. 

It takes just a few minutes to apply for an income tax extension using TaxBandits. Sign-up for a free account today. 

File Tax Extension Form 8868 Today!

Read More »

3 Easy Ways to Prepare for the Non-Profit Tax Deadline

If I were you, I would read this blog in its entirety to find out exactly how to prepare for the upcoming April 17 income tax filing deadline.

The most recognized and discussed tax day of the year, April 17th is not just for personal income tax return filings, but did you realize that some exempt organizations are required to file on this Tax Day deadline as well?
Non-profit team prepares for the Non Profit Tax Deadline

Here are three easy ways to prepare for the Non-Profit Tax Day Deadline.

3 Easy Ways to Prepare for the Non-Profit Tax Deadline

1. Know Which Non-Profit Form To File
If your nonprofit or tax-exempt organization operates on a fiscal tax year beginning in December and running until November, you must file one of the following 990 Forms by April 17th:

Form 990-N (e-Postcard): Filed by tax-exempt organizations with gross receipts less than or equal to $50,000.

Form 990-EZ: Filed by tax-exempt organizations with gross receipts that come to less than $200,000 and $500,000 in total assets.

Form 990: Exempt organizations with more than or equal to $200,000 in gross receipts or total assets more than or equal to $500,000 typically file Form 990.
Form 990-PF: Filed by Exempt & Taxable Private Foundations as well as Non-exempt Charitable Trusts which the IRS treats as private foundations.

2. File With A Trusted IRS-Authorized E-filer

Once you have determined which form you should file, take the next step and complete the filing process with a trusted tax filing service such as ExpressTaxExempt.

Our step-by-step tax preparation takes the hassle out of IRS nonprofit filing by providing a simplified interview-style e-filing process.

Basically, you won’t have to stay up all night filing or need Aspirin for that “tax headache” that you have been worried about.

3. Get a Tax Extension for Your Non-Profit

We understand that you are busy and most likely have an upcoming service opportunity that you need to get back to planning or participating in. For this reason, we provide IRS Form 8868 that grants your organization an additional 6 months of filing time to complete and transmit 990 Forms.

It takes just a few minutes to apply for this extension and before you know it, you will be able to breathe again after realizing that you have until October 15th, 2018 to file. Sign-up for a free account today to get started filing your non-profit tax extension.

File with ExpressTaxExempt and forget about IRS penalties!

Read More »

How To E-file Your Form 990 On The Go

Nonprofit and tax-exempt organizations worldwide are required to file an annual information return each year to report the financial status and actions of the organization to the IRS. E-filing a 990 Form on your own can be difficult and time consuming if you’re paper filing, but luckily for you, ExpressTaxExempt makes the process as easy as possible.
Nonprofit leader filing 990 Form via ExpressTaxExempt App

ExpressTaxExempt offers an easy and secure way to transmit 990 forms quicker than ever. And here’s the fun part, you can get your filing done within minutes, especially Form 990-N, without being near a desk or computer!

Organizations with a fiscal tax year that ended on November 30, 2017 are required to file a 990 Form by April 17th.

Here are two ways you can e-file your Form 990 from your smartphone by the upcoming April 17th deadline

Form 990-N Mobile App

Did your organization have less than $50,000 in gross receipts for the 2017 tax year? The FREE ExpressTaxExempt - Form 990-N app allows small tax-exempt organizations to e-file their 990-N (e-Postcard) Form directly from an iOS or Android mobile device.

The entire filing process can be completed anywhere at any time; the only information needed is basic organization details, tax year period, and confirmation of total revenue less than $50,000.

Prior to transmitting to the IRS, your e-Postcard is automatically checked to ensure each question was answered correctly. Once the IRS approves your filing, you will receive a confirmation directly to your email. If your return is rejected for any reason, the 990-N mobile app will inform you of what information needs to be corrected and allows you to resend your form without any extra cost.

Form 8868 Mobile App

If your nonprofit or charity has gross receipts over $50,000, and you need extra time to file your 2017 Form 990, 990-EZ, or 990-PF, you can download the FREE ExpressTaxExempt - Form 8868 and conveniently file a tax extension using your iOS or Android handset.

E-filing only takes minutes to complete, and all you need is your organization’s basic details, tax year period, and select the annual tax return you typically file with the IRS. You can also enter any estimated tax liabilities if necessary. Your tax-exempt extension form gets checked for any mistakes before transmitting, and you’ll receive a PDF copy of the extension after sending it.

Let ExpressTaxExempt Help You Meet The April 17th Deadline

Easy 990 Filing with the ExpressTaxExempt App
Forget about missing the April 17th Tax Day deadline when you file with ExpressTaxExempt

Whether it’s transmitting your form to IRS by the deadline or quickly applying for a tax extension, ExpressTaxExempt has you covered! 
Read More »

What Nonprofits Need To Know About the Form 941 Deadline

Does your tax-exempt organization employ certain individuals to help carry out the mission of your group? If so, as an employer you are required to file Form 941 with the IRS quarterly.

ExpressTaxExempt is here to help your organization grow and flourish so we have gathered some important information regarding what nonprofit organizations need to know about the Form 941 deadline:

What is Form 941 & When is it Due? 

Also known as the Employer’s Quarterly Tax Return, Form 941 is used to report employment taxes quarterly and assists with calculating the employer’s portion of Social Security and Medicare tax.

The first quarter deadline for this year is April 30 and covers the months of January, February, and March.

If you do not file Form 941 by April 30, 2018, your organization could find itself responsible for paying Form 941 Penalties to the IRS. Avoid IRS penalties by e-filing Form 941 with ExpressTaxExempt’s sister product, TaxBandits.

E-File Form 941 Before The Deadline

While most people believe that filing taxes is a headache and takes all day and night to complete, our sister product TaxBandits eliminates that. Filing Form 941 with TaxBandits only requires two major pieces of information: Employer and Employment Details.

Employer Details

  • Name of Employer
  • Employer Identification Number (EIN)
  • Address

Employment Details

  • Employee Count
  • Medicare Tax & Social Security
  • Deposit Made to the IRS
  • Tax Liability (Monthly/Semiweekly)
  • Signing Authority Information
  • Online Signature PIN or Form 8453-EMP
Once you have submitted this information, all that is left to do is review the completed form, pay a small, affordable price per form, and transmit directly to the IRS. Just like that, you have avoided IRS penalties form 941 and compliance issues! 


File With TaxBandits and Stay Tax Compliant with the IRS

There are many components to running your organization and we want to help make handling tax filings one component that you don’t have to be stressed over. 

TaxBandits, a sister product to ExpressTaxExempt, is an industry leader for online tax preparation and tax filings which offers accurate and efficient e-filing at prices that can’t be beaten! Visit their website today to find out more information about Form 941 and the other services that TaxBandits offer.
Read More »

Make Sure Your Organization is in The Clear After The Tax Deadline


As the biggest tax day of the year approaches, your initial instinct may be to handle your personal tax filings; but what about your exempt organization?

Your Federal Tax Return is not the only tax form due this tax season. ExpressTaxExempt is here to make sure your organization is in the clear after the tax deadline.


Is My Organization Required To File Form 990?

If your nonprofit or tax-exempt organization operates on a fiscal tax year beginning in December and running until November, you must file one of the following 990 Forms by April 17th:

Form 990-N (e-Postcard): Filed by tax-exempt organizations with gross receipts less than or equal to $50,000.

Form 990-EZ: Filed by tax-exempt organizations with gross receipts that come to less than $200,000 and $500,000 in total assets.

Form 990: Exempt organizations with more than or equal to $200,000 in gross receipts or total assets more than or equal to $500,000 typically file Form 990.

Form 990-PF: Filed by Exempt & Taxable Private Foundations as well as Non-exempt Charitable Trusts which the IRS treats as private foundations.


How To Meet the April 17 Tax Deadline

There is still an adequate amount of time to meet the April 17th tax deadline; especially when you e-file with ExpressTaxExempt!

Our step-by-step tax preparation takes the hassle out of IRS nonprofit filing by providing a simplified interview-style e-filing process.

Our tax software works to keep your organization compliant with the IRS all year long. Plus, when you file your Form 990, 990-N, 990-EZ, or 990-PF with ExpressTaxExempt, upon approval from the IRS, we will instantly send your tax return to GuideStar to be shown on their database with our Express990 feature.



Learn more about how to take advantage of this partnership here.

Need More Time to File? We’ve Got You Covered!

If you have a lot on your plate and need more time to file, ExpressTaxExempt has you covered.

Simply e-file Form 8868 from your ExpressTaxExempt account for an additional 6 months of filing time for your tax-exempt organization. This form must be filed by the original due date of your organization’s 990 filing deadline.

Steps to E-File Extension Form 8868

1. Register or sign in with ExpressTaxExempt
2. Add organization's basic information such as name, EIN, address, and contact number
3. Select the IRS form which you are applying for the extension
4. Enter your organization's tax year period
5. Choose your extension type and provide information for signing authority
6. Review your return and fix any errors
7. Pay and transmit to the IRS
See how simple that is? File with ExpressTaxExempt and forget about IRS penalties and the headache of filing tax forms for hours. Get started today to make sure your organization is in the clear this tax season!

Read More »

How To Gain Effective Communication For Non-Profit Organizations

ATTENTION! ATTENTION!

Nonprofit Leader Communicates with Team Effectively with the help of ExpressTaxExempt
If you’re a leader with a big voice like I am, getting everyone’s attention is easy; it’s keeping their attention and communicating effectively that can become the problem. Whether you have a loud or soft, sweet voice, the way you communicate as a leader for your organization can affect the outcome of your nonprofit.

Our aim at ExpressTaxExempt is to help you and your nonprofit organization grow so that you can continue making a positive difference in your community. Here are a few keys to effective communication that will benefit your non-profit organization:

How To Gain Effective Communication For Non-Profit Organizations

1) Inform, Explain, Clarify


As a leader have you ever felt misunderstood by those, you work with or lead? When you make an announcement, everyone seems to be on the same page but two days later (or even sooner) you are confronted with 5000 questions? 


If this scenario often occurs you may need to rethink your communication skills and adjust them to best suit those that you lead. What makes sense to you might not “click” with them. This three-step process has helped me tremendously throughout the years;

  1. Inform - Always inform your team promptly. Communicating information at the last minute opens the door for confusion and a lack of understanding among individual members of your team. 
  2. Explain - Depending on your leadership style you may or may not be the type to share all of the details; which is fine. Whatever information you do decide to share, be prepared to explain it in detail to your team. The more they know in [certain] situations, the better. 
  3. Clarify - It never hurts to clarify information that you have shared with your team. At the end of the day, you are human just like they are. Mistakes happen! If you misspeak or failed to make something clear, simply clarify it and move forward. 

2) Servant Leadership: Become More "Hands-ON" 

To lead others well, you must serve first.

Of course, we are not referring to serving your team a meal (although treating your volunteers to a meal is always a kind gesture). Servant leadership is a timeless concept that helps with effective communication skills, by focusing on the growth and well-being of individuals and communities to which they belong.

Take time to labor among those you volunteer with. Talk to your team. Help volunteers with tasks you have assigned. Go where the work is happening. Being present and active will show your team, as well as potential donors, the amount of passion you have towards your organization’s mission and want to help others. 

3) Maintain Open Dialogue With Your Team

Keeping an open line of communication is vital to building and sustaining an active relationship with your team, volunteers, donors, and community. Exceptional communication is achieved in various ways and can be accomplished easily. Here are some options that you can implement with your non-profit organization: 


    Effective Communication For Non-Profit Organizations
  • Team - Schedule weekly or bi-weekly meetings with your team and volunteers to discuss any upcoming projects or initiatives of your nonprofit organization and brainstorm new ideas. Meetings are also a great time to spark conversations and have dialogue that will strengthen your team. Allow your team and volunteers to share their opinion and feedback; take what is shared and use it to better the organization.
  • Donors - Donors want to know where their donations are used. Based on the relationship with your donors you should determine how often you correspond with them to provide updates regarding your organization. This correspondence can be as simple as an email or creative as a monthly or quarterly newsletter. Staying in touch with your donors will considerably affect your nonprofit organization and the donations it receives.
  • Community - Just like donors, the community wants to know about your efforts as well. Word of mouth is still one of the best marketing tools! Residents of your community will inform others about your nonprofit organization, volunteer to help, and lead individuals that could need your services in your direction so they can receive the help that they need.
TIP: The more you inform your audience, the more support you will receive!
Use these three keys to achieve and maintain effective communication skills within your nonprofit organization. If you have any tips to share, ExpressTaxExempt would love to include them. Comment below and let’s all grow together! 

Don’t forget to communicate with your team the importance of filing a 990 Form annually to keep the organization’s tax-exempt status intact. ExpressTaxExempt will help you remain tax exempt and free from IRS penalties. 

Create an account or sign in today

Let ExpressTaxExempt handle your nonprofit organization’s tax filing needs.

Read More »

How To Improve Relationships With Donors

Let’s be completely honest, donors are a nonprofit organization’s best friend!

Without donations from philanthropic individuals, businesses, and organizations, it is extremely difficult to effectively carry out the work of your organization.

Forming a good relationship with a donor can benefit your nonprofit organization significantly and allow you to help even more people in your community by connecting with a philanthropist.

Here are 10 ways to improve relationships with a donor:

10 Ways Your Nonprofit Can Improve Donor Relationships

What does it take to establish a good rapport and working relationship with a philanthropist or donor? It has to be more than a nicely written email or monthly newsletter, right?

Several of our clients shared their “secrets to success” when it comes to creating and maintaining a positive nonprofit-to-donor relationship. Being honest, transparent, authentic, trustworthy, and patient are characteristics that go furthest with a potential donor.

Once you have embraced these characteristics it’s time to put them into action. This can be done in 10 ways:

1) Take Risks - GO FOR IT!

2) Maintain open communication

3) Listen & Learn

4) Find common interests and build on them

5) Do a follow-up call or send a nice note after your initial meeting

6) Help promote their company at hosted events or online (social media/website)

7) Be interactive and open to feedback

8) Refrain from being defensive

9) Educate donors of your nonprofit organization

10) Be strategic

Utilize these characteristics and put them into action to help you grow as a nonprofit organization leader but also improve the overall reach and financial support of your beloved organization.

What To Do After You've Gained Donors

Once you’ve built a rapport with the donor(s) that you’ve been looking for, don’t forget to file your annual 990 Forms with ExpressTaxExempt. The last thing we want you to do is to gain a bunch of new donors and then lose your tax exempt status. ExpressTaxExempt will help you remain tax exempt and free from IRS penalties. Create an account or sign in today to handle your nonprofit organization’s tax filing needs.

What are some ways that you have attracted and kept a donor or philanthropist engaged over the years? Comment below so we can add them and share with others 😊.


Read More »

Need Further Help? Contact Us

Our live support specialists in Rock Hill, SC are always ready to offer professional service and assistance.

704.839.2321

Frequently Asked Questions

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

Learn More

Start Now

Start now to e-file an exempt organization returns or file for a extension with ExpressTaxExempt.

Start Now