Simplified Form Preparation Options for 990 Filings!
Choose the way you prepare your Form!
Preparing a 990 return can be time-consuming. To simplify this process, Tax990 offers two different filing methods – Form-based filing and Interview-based filing. You can choose the method you prefer and prepare your 990 form easily and accurately.
Form-Based Filling Method
- This method allows you to enter the necessary information directly on the respective fields of your 990 form.
- Based on the data you enter, our system will automatically include the necessary Schedules.
- If you are a CPA or previously used to file 990 on paper, this method is recommended for you!
Interview-Based Filling Method
- Instead of entering data directly in the form, you can use this method to answer a series of questions and let our system generate your 990 forms based on that.
- The Schedules that are necessary will be automatically included based
on your answers. - This method is recommended for first-time 990 filers!
Frequently Asked Questions
Yes! You can switch the filling method mid-way from interview to form-based or vice versa without copying the values you provided already. For that, you need to click on the 'Switch to' button in the '990 series' option from the Dashboard.
Note: You can switch your filling method only for Form 990-PF, 990-EZ, and 990.
No! There are different bulk upload templates available for Form-based filing and Interview-style filing methods. You can use the ones that apply to you while filling out the form.