Form 990 filing tips

Tips are available on the following parts of the Form 990, Return of Organization Exempt from Income Tax, and its schedules. 

• Reporting of Financial Information - Joint Ventures & Other Partnerships
• Form 990 Attachments
• Governance (Part VI)
• Reporting Executive Compensation (Part VII and Schedule J)
• Public Charity Status and Public Support (Schedule A)
• Financial Information (Part VIII and IX, Schedule D)
• Reporting Foreign Activities (Schedule F)
• Transactions with Interested Persons (Schedule L)
• Related Organizations (Schedule R)

Interactive training

• Form 990 Overview Course: Which forms to file, when they are due and other resources to help prepare your return.
• Small to Mid-Size Tax Exempt Organization Workshop: Benefits, limitations and expectations of tax-exempt organizations by this free online workshop.

Additional information

• Annual reporting & filing for exempt organizations
• Form 990 series - Forms and instructions
• Annual electronic filing requirement for small organizations
• Exempt Organization Newsletter: Subscribe for the latest exempt organizations news.