Frequently Asked Question (FAQ)
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Frequently Asked Question (FAQ)
Can I use excel to upload information into my return?


Yes. You may use excel spreadsheets to upload information for the following areas of the Form 990/990-EZ (and related schedules):

Form 990:
  • Part VII, Section A, Line 1 (List of Officers, Directors, Etc)
  • Part VII, Section B, Line 1 (Highest Paid Contractors)
  • Schedule B, Part I (List of Contributors)
  • Schedule D, Part IX (Other Assets)
  • Schedule D, Part X (Other Liabilities)
  • Schedule F, Part II (Grants to Organizations - Foreign)
  • Schedule F, Part III (Grants to Individuals - Foreign)
  • Schedule I, Part II (Grants to Organizations - US)
  • Schedule I, Part III (Grants to Individuals - US)
  • Schedule J, Part II (Officer Compensation Information)
Form 990-EZ:
  • Form 990-EZ, Part I, Line 8 (Other Revenue)
  • Form 990-EZ, Part I, Line 10 (Grants)
  • Form 990-EZ, Part I, Line 16 (Other Expenses)
  • Form 990-EZ, Part II, Line 24 (Other Assets)
  • Form 990-EZ, Part II, Line 26 (Other Liabilities)
  • Form 990-EZ, Part IV (Officers)
  • Form 990-EZ, Part VI, Line 50a (Highest Paid Employees)
  • Form 990-EZ, Part VI, Line 51a (Highest Paid Contractors)
  • Schedule B, Part I (List of Contributors)
If there is a list you would like to see us add, please contact Technical support to let us know.