Get More Done in Less Time! Bulk Upload Your Information

E-filing tax returns for your nonprofit or charity takes a considerable amount of time – that’s no surprise. But the time you’re dedicating to remain compliant with the IRS could be spent running your organization.

With, we understand how important time is for exempt organizations. We also know the severity of filing promptly with the IRS, which is why our service streamlines the e-filing process to get your IRS Form 990/990-EZ finished and transmitted as soon as possible.

One of our unique, cloud-based features that allow for time-efficient filing is our Bulk Upload option.

Upload Information All At Once
Our bulk upload feature caters to those of you who receive numerous contributions throughout the year. Many tax-exempt organizations receive hundreds of donations and entering each one, as required by the IRS, is a daunting task.

With, you have the option to upload all your contributions at once by clicking the “Bulk Upload” button on the “Contributions, Gifts, Grants, and Similar Amounts Received” screen. Our program enters your entire list in your account while you are free to continue filling out the rest of your form.

Easy Steps To Upload
Submit your contributions list in three simple steps and get back completing the rest of your return while works for you.

All you need to do:

  • Step 1 – Download our pre-made spreadsheet template
  • Step 2 – Enter or transfer your contribution details within the template and save
  • Step 3 – Upload the saved template from your computer

Important: If you already have all your donations listed on a spreadsheet, you can skip the first two steps and just upload your file into the program. Make sure your file contains all the required information to report correctly to the IRS.

Our U.S. – based, customer support team is happy to answer any questions you may have about bulk uploading or reporting contributions in general. Give us a call at 704.829.2321, Monday through Friday from 9 a.m. to 6 p.m. EST. You can also contact us at any time of the day with [email protected].

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