Frequently Asked Question (FAQ)
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Frequently Asked Question (FAQ)
Have you implemented the Excel Upload feature in the new system?


Yes. We implemented the excel upload feature on November 6, 2009. 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.