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ExpressTaxExempt Blog

Thursday, April 27, 2017

Search Filing History with e-Postcard Site

As if you needed another reminder that the deadline for tax-exempt organizations operating on calendar tax years to file their version of Form 990 is coming up, we’ve got another one for you: if you’re a tax-exempt organization and your fiscal year operates from January 1 to December 31, the deadline to file your 990 Form is coming up on Monday, May 15!

But today, we mostly wanted to let you know all this so that you can get your past 990 Forms and other filing records in order. While you don’t always need your documents from previous years, it never hurts to have them on hand. In fact, the IRS recommends you hold onto any tax documents for at least up to three years just in case you need them for future filings or in the event of an audit.

Form 990-N filers may arguably have even more reason to know where they can access previous filing records. Tax-exempt organizations that make fewer than $50,000 in gross receipts during the year, aka those who fall under the 990-N filing requirements, technically only have to file Form 990-N every three years - if they qualify for 990-N filing all three years, that is. If a tax-exempt organization goes three years without filing, however, they automatically lose tax-exempt status.

With ExpressTaxExempt’s new online option for 990-N e-filers, epostcard.expresstaxexempt.com, not only can you quickly e-file your Form 990-N, but you can also view your previous filing history with the IRS! It’s simple: all you need to do is visit the site and enter your organization’s EIN into the search bar. On the next screen, you’ll see a summary of your filing history, including whether the IRS accepted or rejected your previous returns. You can then continue along the next few steps to e-file Form 990-N.

If your organization has never filed a Form 990-N with the IRS before or isn’t required to file Form 990-N, you may see a screen that says no results were found. But from this page, you can still create an account with ExpressTaxExempt and continue to e-file a Form 990-N.

Of course, if you have any questions about how to view your filing history or e-file your 990-N, we’re here and happy to help! Just give us a call at (704) 839-2321, send us a live chat, or email us at support@ExpressTaxExempt.com!

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Tuesday, April 25, 2017

What is Form 990-PF?

Hear ye, hear ye!

Presenting to ExpressTaxExempt: Form 990-PF!

That’s right, private foundations, it’s your time to shine! You can now e-file Form 990-PF through your ExpressTaxExempt account.

What is Form 990-PF?
Form 990-PF is a member of the 990 Series, which are filed by certain tax-exempt organizations. The “PF” stands for “Private Foundation,” and the form is used to figure the tax of private foundations based on investment income as well as report their charitable distributions and activities to the IRS. Form 990-PF can also be used in place of the section 4947(a)(1) nonexempt charitable trust’s income tax return, Form 1041, when the trust has no taxable income.

Who Needs to File Form 990-PF?
Things with the IRS are rarely as straightforward as they seem, and that means the private foundations required to report income and charitable information on Form 990-PF are:
  • -Exempt private foundations (section 6033(a), (b), and (c)),
  • -Taxable private foundations (section 6033(d)),
  • -Organizations with private foundation status whose applications for exempt status are pending and who haven’t yet applied for exempt status,
  • -Organizations that made an election under section 41(e)(6)(D)(iv),
  • -Private foundations making a section 507(b) termination, and
  • -Section 4947(a)(1) nonexempt charitable trusts treated as private foundations (section 6033(d)).

Schedule B
Much like the regular Form 990, Form 990-PF may require the filing of additional schedules to complete the return. For Form 990-PF, the most used schedule is Schedule B, which is used to report additional information about any donations of money, securities, and other property worth at least $5,000. And, don’t worry, you can also e-file it with ExpressTaxFilings!

Form 8868
Luckily for all, Form 8868 doesn’t discriminate; the 990 extension form can be used to extend your Form 990-PF deadline too! Like other 990 forms, Form 990-PF is due the 15th day of the fifth month after your tax year end date. For those of you with calendar tax years, that due date is May 15th, which you may have noticed is quickly approaching.

Luckily (again!), you can e-file Form 8868 with ExpressTaxExempt before diving into your 990-PF Form if you feel you’ll need more time to get everything just right. Just e-file Form 8868 by your original deadline and you’ll receive an automatic 6-month extension of time to file your Form 990-PF. Easy as pie!

More Questions?
If you have any other questions about Form 990-PF or e-filing with ExpressTaxFilings, don’t hesitate to give us a call! We’re always happy to help and we’re available by phone (704-839-2321), live chat, and email at support@ExpressTaxFilings.com!

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Thursday, April 20, 2017

Why E-file with ExpressTaxExempt

The May 15 filing deadline for exempt organizations and private foundations is inching ever closer. E-filing 990 forms and extension is quickly becoming the best way for organizations and paid preparers to submit tax returns to the IRS.

If your organization still needs to file and you’re looking for an IRS-authorized, e-file provider, ExpressTaxExempt has you covered! With value-based pricing, nonprofit industry knowledge, and exclusive features, you’ll e-file confidently and securely this tax season.

Annual Tax Returns Made Simple
ExpressTaxExempt provides a user-friendly interface that guides you through the interview-style filing process with helpful tips. Information such as donation lists can be uploaded in bulk saving you a substantial amount of filing time. Schedules for Form 990, 990-EZ, and 990-PF are automatically generated based on your form interview answers. Our internal audit check ensures that every question has a response and amounts are balanced. Any mistakes we identify can be corrected before you transmit to the IRS.

Unique Filing Features
Transmit returns for multiple organizations from a single account or grant limited access to additional users for account management. Invite principal officers via a secure web portal to review completed tax form, add comments, make changes, or approve the return with an e-verify signature. Once you transmit your 990 form to the IRS, you’ll receive access to a printable copy of your return along with real-time email notification of your filing status.

Submit amended returns for approved 990 forms from previous tax years, or re-transmit rejected forms at no extra costs. Any tax return transmitted with ExpressTaxExempt is conveniently and securely stored within your account for easy access or reference later on.

Mobility & Accessibility
Small tax-exempt organizations can quickly and easily e-file using the free ExpressTaxExempt - Form 990 mobile app for iOS and Android devices. Large and mid-size exempt groups can also use the free Form 8868 mobile app to transmit extension forms and get approved for a 6-month extension of time almost instantly. You can use any desktop computer with internet access to sign in and manage your account which also includes continuing from where you last left off with the e-file process.

Support & Security
ExpressTaxExempt offers 100% US-based customer support for any questions about e-filing or your filing status. You also have the option to set up a session for in-depth, step-by-step filing assistance directly from your account with our Premium Support feature. Rest assured that your account is safe and secure with intensive, up-to-date web securities guaranteed to safeguard your private information. ExpressTaxExempt ensures that returns are sent directly to the IRS and nowhere else.

With all these benefits and features, why go through all the stress and time it takes to paper file? E-file your 2016 form 990 before the May 15 due date with IRS-authorized ExpressTaxExempt. Contact our support team of e-file experts at 704.839.2321 for any questions or help with your e-filing experience. We’re available Monday through Friday from 9 a.m. to 6 p.m. EST or reach us 24/7 via email with support@ExpressTaxExempt.com.



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Tuesday, April 18, 2017

How to File the Updated 8868 Extension Form

IRS Form 8868 is a tax extension form for exempt organizations and private foundations needing to increase their filing deadlines for 990 tax returns. The form separates into two sections - Part I and Part II - with each one offering a 3-month extension of time.


For the 2016 filing year, the IRS has eliminated the separate sections and now offers the 8868 form as a single filing that grants an automatic 6-month extension of time. Completing the new 2016 Form 8868 is similar as it was before; however, here are some IRS guidelines to follow when submitting an extension:


Basic Organization Details
Begin the form by adding essential information about your exempt organization or private foundation which includes the following:

  • Organization Name
  • Organization Address
  • Employer Identification Number (EIN) or Social Security Number (SSN)

The IRS added the social security option for individuals filing the form. If you are filing on behalf of a nonprofit or private foundation, you should enter the federal employer identification number.


Return Codes/Books/Group Return
Enter the return code that represents that tax form you want to extend its filing time:

Form 990/990-EZ - 01 Form 990-T (corporation) - 07
Form 990-BL - 02 Form 1041-A - 08
Form 4720 (individual) - 03 Form 4720 (other than individual) - 09
Form 990-PF - 04 Form 5227 - 10
Form 990-T (sec. 401(a) or 408(a) trust) - 05 Form 6069 - 11
Form 990-T (trust other than above) - 06 Form 8870 - 12


You need to enter the full name of the person or officer that manages the organization’s books or financial statements along with the organization’s phone number, fax number, or both. You also have a choice to indicate whether the organization does not have an office or place of business within the United States.

If the extension is for a group return, the IRS requires you to enter the organization’s 4-digit Group Return Number (GEN). You can select if the extension is for the whole group or part of the group. If it’s for part of the group, you should attach a list of names and EINs of those organizations.

Tax Year Period
On Line 1, enter the extended due date which is six months after the initial filing deadline. For example, if your due date is June 15, then your extended date is December 15. Then, you can choose if the extension is for a calendar year or fiscal year. If it’s for a calendar year, then enter the numerical year, i.e. 2016. For fiscal tax years, enter the begin date followed by the end date, i.e. March 1, 2016, to February 28, 2017.

Important: The updated Form 8868 only applies to tax year 2016 and upcoming tax years in the future. If you happen to be filing an extension for 2015, you’ll need to revert to the 2-part form.

For organizations filing for a tax year period less than a full 12 months, you can indicate the reason why on Line 2.


Tax Liabilities
Line 3a, b, and c are for exempt organizations and private foundations with tax amounts owed to the IRS. Enter any tentative taxes minus nonrefundable credits on Line 3a. List refundable credits, estimated tax payments made, and any prior year overpayments as a credit on Line 3b. Subtract your total sum of 3b from 3a to get your “Balance due.” on Line 3c - that’s the amount you have to pay either through EFTPS or with a check or money order.

E-file Tax Extensions
E-filing Form 8868 to the IRS is the best way for both individuals and tax professionals. By using IRS-authorized, e-file services like ExpressTaxExempt or ExpressExtension, you can typically complete and transmit a 2016 8868 form in less than 10 minutes. The IRS processes e-filed forms much quicker than paper filing, so you’ll receive confirmation and a copy of your extension soon after transmitting. And with e-filing, you usually have until Midnight local time of the deadline date to submit your form.

For any questions about your organization’s information, tax year period, tax liabilities, or Form 8868 return codes, you can contact the IRS Tax-Exempt Hotline at 877.829.5500. If you’re interested in e-filing your extension form, you can reach ExpressTaxExempt at 704.839.2321 or via email with support@ExpressTaxExempt.com.



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Thursday, April 13, 2017

What to Do For the May 15 Deadline

There’s about a month left before the May 15 filing deadline for tax-exempt organizations. The due date only applies to groups who operate on a calendar tax year which is from January 1 to December 31.

If this is your first time filing for a nonprofit or charity, or you just can’t remember exactly how to file a 990 form, here are a few tips to get you prepared.

Get Proper Documents Together
Before you even begin with the first page, you need to have the right information readily available or else you’ll waste time looking for papers rather than completing your return. Depending on which 990 form you need to file, you may have to report various details such as revenue and expense amounts, program services, a list of employees, financial statements, governance and more.

Some sections of a 990 tax return require additional information from a Schedule which you attach to your form. Schedules allow you to submit extra details about certain activities conducted by your organization - some schedules may apply to you such as Schedule B for contributions while others may not. For instance, Schedule H is only for hospitals and Schedule N is for terminated tax-exempt groups.

Types of 990 Forms
The IRS offers four main types of 990 forms - certain kinds serve as simpler options to the original 990 long form. Choosing the most appropriate return will save you precious amounts of filing time:

  • Form 990-N (e-Postcard) - For organizations reporting gross receipts less than $50,000
  • Form 990-EZ (Short Form) - For organizations reporting gross receipts less than $200,000 and total assets less than $500,000
  • Form 990 (Long Form) - For organizations reporting gross receipts equal to or greater than $200,000 and total assets equal to or greater than $500,000
  • Form 990-PF - For organizations identifying as an exempt private foundation, taxable private foundation, or a nonexempt charitable trust treated as a private foundation

Extension Form 8868
For any reason, if you are not ready for the May 15 deadline, you can extend your filing due date by submitting IRS Form 8868. The 8868 form allows you to increase the time you have to file a 2016 990 form by six months. You are responsible for submitting an extension request before your original due date - any later and the IRS will automatically reject it. There is no explanation required for filing an extension; however, if your organization owes any tax liabilities, it still must be paid by the original filing deadline.

Paper Filing vs. E-filing
Electronic filing is becoming the most preferred method for tax-exempt organizations and tax professionals to send 990 forms to the IRS. With paper filing, you’re sacrificing a significant amount of time to physically prepare financial statements, search and complete schedules, and mail the tax return without any confirmation from the IRS.

E-filing a 2016 Form 990 requires less time to process and is much easier to prepare. Transmitting a 990 tax return with an IRS-authorized, e-file provider - such as ExpressTaxExempt.com - offers more security than postal mailing, and you can receive instant confirmation of your filing status. The IRS also recommends exempt organizations to e-file rather than paper filing.

If you have any intensive tax questions regarding your organization’s revenue, expenses, or activities, you should contact your local tax professional or the IRS Tax-Exempt Hotline at 877.829.5500. For concerns or assistance with e-filing, you can reach out to ExpressTaxExempt at 704.839.2321 or with support@ExpressTaxExempt.com.



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Tuesday, April 11, 2017

E-file 990-N or Form 8868 from Anywhere

The IRS requires tax-exempt organizations to file an annual information return each year - this is nothing new within the nonprofit industry.

But filing a tax return for your exempt organization takes a significant amount of time away from other organizational programs and activities - even if you operate a small nonprofit.

Well, no longer will you have to set aside precious time to file a return for your tax-exempt group. 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 without being near a desk or computer!

Form 990-N Mobile App
With the FREE ExpressTaxExempt - Form 990-N app, small tax-exempt organizations with less than $50,000 in gross receipts can e-file their 2016 990-N (e-Postcard) directly from a iOS or Android mobile device. You can complete the entire e-filing process from anywhere at any time - the only information needed is basic organization details, tax year period, and confirmation of total revenue less than $50,000.

Before transmitting to the IRS, your e-Postcard is automatically checked to ensure you answered everything correctly. And once the IRS approves your filing, you’ll receive a confirmation directly to your email. If you get a rejected return, the app points out what information you need to correct and allows you resend your form without any extra costs.

Form 8868 Mobile App
If your nonprofit or charity has gross receipts over $50,000, and you want extra time to file your 2016 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 extension form gets checked for any mistakes before transmitting, and you’ll receive a PDF copy of the extension after sending it.

New e-Postcard Application Site
ExpressTaxExempt is constantly developing new simple and secure ways for exempt organizations to file tax returns with the IRS. And now, small tax-exempt groups can quickly e-file IRS Form 990-N (e-Postcard) just by using their employer identification number (EIN).

With our new e-Postcard portal, you can search your EIN and view which years you have or have not filed. Select the tax year you want to submit, and we automatically load your information directly from the IRS database - all you need to do is confirm that gross receipts are less than $50,000 and transmit. Go to epostcard.expresstaxexempt.com from your phone’s mobile browser and complete your 2016 e-Postcard filing before May 15.

Contact our US-based customer support if you have any questions about e-filing 990 forms or about your filing status; we’re happy to help! You can reach us at 704.839.2321, Monday through Friday from 9 a.m. to 6 p.m. EST or send us an email - day or night - to support@ExpressTaxExempt.com.




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Thursday, April 6, 2017

Report Entire Contribution Lists in Minutes!

One of the most tedious tasks when filing Form 990 or a 990-EZ is entering list after list of donor information and their contribution amounts.

Many tax-exempt organizations receive hundreds of donations from individuals and groups each year and reporting them one by one consumes too much time.

IRS-authorized ExpressTaxExempt offers features which streamline your filing experience so you can e-file Form 990 as quickly and smoothly as possible. One of those features is our Bulk Upload option designed for exempt organizations who take in many donations throughout the tax year.

Upload Every Contribution at Once
Mid-size and large organizations have the option to upload their received donations by using the “Bulk Upload” button from the “Contributions, Gifts, Grants, and Similar Amounts Received” section.





By bulk uploading your organization’s contributions, you can continue filling out the rest of your tax return while ExpressTaxExempt loads all the donor information into your account.

Simple Steps to Upload
Uploading your contribution lists is quick and easy with these steps:






  1. 1. Download pre-made excel template
  2. 2. Enter your donation entries in the template and save
  3. 3. Upload your saved excel file from your computer

You can also upload your own contribution spreadsheet if you have one already completed. Make sure your column headings match the required information that our application asks.

Schedule B Filings
ExpressTaxExempt automatically generates your Schedule B and pre-loads your contributions onto it. Remember, the IRS General Rule states to only list singular donations that are at least $5,000. And while you can enter or upload every contribution, our service will only place the entries that are $5,000 or greater as per IRS rule.

Contact our live US-based team of e-file professionals for any questions or need assistance with reporting contributions for your 2016 Form 990. We’re available at 704.839.2321, Monday through Friday from 9 a.m. to 6 p.m. EST or send an email 24/7 to support@ExpressTaxExempt.com.



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Frequently Asked Questions

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

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