How to Complete Form 990-N with ExpressTaxExempt
Form 990-N (e-Postcard), is typically filed if an organization has gross receipts of $50,000 or less. Organizations can also voluntarily file Form 990 or 990-EZ instead of Form 990-N.
Follow these steps to e-file Form 990-N with ExpressTaxExempt:
To begin, you should log in to your account, from the “Dashboard” tab and review your Tax Year and Organization information. Once you have made the necessary changes to file for the appropriate organization and tax year, click “Start New Return.”
Verify the Tax Year and Organization and click “Form 990-N”. Then click “Start New Return”
Organization Details Page
- Verify the information on this page is accurate. If it is not accurate, you can click “Edit” and adjust the details. Once you have verified all the information is accurate, click “Next.”
2. Select your organization’s tax year
- If your organization works on a calendar tax year, from January 1st through December 31st, select the option for “Calendar Tax Year” and select the year you are filing for. Then, click “Next.”
- If your organization works on a fiscal year, which is any date that does not begin on January 1st and end on December 31st, select “Fiscal Tax Year.” Choose the Tax Year you are filing for.
- Then click the blue calendar button on “Tax Year Begin Date”. Change the month to the beginning month of your organization’s Tax Year, and click on the specific day. For example, if your tax year begins February 1st, Change the month to February and click on the first day in February. Once you enter your Tax Year beginning date, the ending date will generate for a 12 month period.
3. Click “Next”
E-Postcard – Eligibility
- Review your organization details and the Principal Officer Details. If either detail boxes are incorrect, click “Edit” from the upper right corner of that box.
2. If your organization has terminated or gone out of business, check the box. If your organization has not terminated or gone out of business, you do not need to check the box.
3. Check the box confirming that the organization’s annual gross receipts are $50,000 or less and are eligible to file an e-postcard.
4. Then, click “Next.”
Service Fees
- If you would like to add a text alert or fax alert, you can select the box.
2. Click “Next”
3. Provide your credit card information, and click “Process.”
4. Review your order information and click “Pay and Transmit to the IRS.”
Note: Your form will not be transmitted if you do not click the green box “Pay and Transmit to the IRS.”
You have now completed and transmitted your 990-N to the IRS.
ExpressTaxExempt
Want to see the steps for other types of organizations or other 990 series forms and schedules? Comment below and we’ll make sure your request is a future blog!
