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| Form 990 Online and Electronic Filing |
| As an approved e-file provider we have developed a system to guide you through data entry to meet IRS and state requirements. New in 2020 IRS Form 990 must be e-filed. Beginning in 2021 IRS Form 990-EZ must be e-filed. The State of Hawaii has long required filings to be e-filed through our system. You may continue to e-file or mail Michigan state filings
Our system supports IRS Form 990, Form 990-EZ, and Form 8868 request for extension of time. You may also e-file a Hawaii state registration or annual transmittal. Or create a Michigan registration and annual filing. We no longer support Form 990-N e-postcard or NY CHAR500 for tax year 2019 or later.
The purpose of our system is to make the process easier and more accurate. Our software will bring you through a series of questions to enter your data. You will need to manually enter amounts and text descriptions and cannot upload data from a PDF file. You can upload data from an excel file into specific lists on the system, including Schedule B. And can include attachments where specified by the IRS. For state filings, you may attach 990 PDF copies and additional audit reports as required.
Schedules A through R can be added as applicable to a Form 990. Schedule A through L can be added to a 990-EZ. Schedule O can be added to both the Form 990 and the Form 990-EZ. A schedule or part will be automatically added to your return depending on your answers to questions presented on the screen.
The system features tips and instructions, cross-checks and a final verification for errors or omissions. You will notice the system calculates some entries for you and transfers data to other parts or schedules as needed. Once you create a filing, you may save it and re-access it as many times as needed before finishing. To save time, when the next tax year�s return is created, you have the option to transfer data forward from the prior year's return.
Final PDF files are provided and available to download or print. The system allows you to print a draft PDF version of the return to review prior to completion. Among the final PDF files for IRS returns (only) will be the IRS Form 8453 signature form, prepared with the required information and used to represent your signature when e-filing. This signature form must be signed and dated and returned to us by fax or email before transmitting your return to the IRS.
We have a sliding usage fee schedule that is presented at this link on our website FAQ page. Our service is free for organizations with gross receipts of less than $100,000. Usage fees can be paid online with a credit card or by check.
After establishing your Login ID and account, you will find it easy to use our system to e-file year after year. The system allows for multiple users/signers within the organization or for a Paid Preparer to be involved. You do not need to have your own EFIN or ETIN to file using our system.
We offer personal Technical Support M-F, 9-5pm (eastern time) and extended hours during peak deadline periods. We also have a Technical Support page with helpful instructions for use after hours here . Our website contains searchable FAQ pages for more in-depth instruction.
We have been an IRS approved e-file provider every year since the IRS started the e-filing of Form 990 in 2004. Form 990 Online is a program of the Civic Leadership Project, a nonprofit organization dedicated to strengthening the capacity of communities, and especially their nonprofit organizations to address the social and economic challenges we face. We use the usage fees we receive to fund other community projects in the Washington D.C. area.
How to Get Started:
Please register your EIN in our system. You will be assigned a new Login ID, after you activate it you will create your private password. Instructions to register can be found in our FAQ here.
You will find instrucitons on how to create a new filing in our FAQ here.
About the IRS electronic filing requirement:
The Taxpayer First Act requires e-filing of Form 990 if the end date on your return is on or after July 31, 2020. For Form 990-EZ filers, the e-filing requirement is delayed for a year and will be required for tax year ending July 31, 2021. Form 990-N filers are presently required to file electronically through the IRS website.
Read more on the IRS website: Electronic Filing Requirements for Form 990 and 990-EZ here.
These three circumstances below resulted in a return needing to be mailed to the IRS in previous years but can now be electronically filed:
- organizations changing their name and required to file a name change
- organizations filing a short-year return to change their accounting period (other than for the initial or final years).
- organizations with an exemption application pending.
Is a waiver to e-file possible?
Waivers will no longer be granted for reasons of technology constraints or undue financial burden on the organization. We charge no filing fee to organizations with gross receipts less than $100,000 and offer Technical Support.
More Information
Please contact Tech Support for more information.
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