Prepare for the Smoothest 990 Filing Season with Our Interactive Checklist

Prepare for Your 990 Filing Deadline With Our Interactive Checklist

CHECKLIST

Organize and Plan

Step 1: Organize and Plan

progress-bar-0 progress-bar-5 progress-bar-15 progress-bar-10 progress-bar-25 progress-bar-50 progress-bar-75 Progress-Tick
Collect Information

Step 2: Collect Information

progress-bar-0 progress-bar-5 progress-bar-15 progress-bar-10 progress-bar-25 progress-bar-50 progress-bar-75 Progress-Tick
Start Filing Your Form

Step 3: Start Filing Your Form

progress-bar-0 progress-bar-5 progress-bar-15 progress-bar-10 progress-bar-25 progress-bar-50 progress-bar-75 Progress-Tick
Reconcile & Validate Data

Step 4: Reconcile & Validate Data

progress-bar-0 progress-bar-5 progress-bar-15 progress-bar-10 progress-bar-25 progress-bar-50 progress-bar-75 Progress-Tick
Transmit and Share

Step 5: Transmit and Share

progress-bar-0 progress-bar-5 progress-bar-15 progress-bar-10 progress-bar-25 progress-bar-50 progress-bar-75 Progress-Tick

Sign up for tips & news

Fuel your nonprofit's success all year along with free resources from Tax990.

Tax990 Checklist

Step 1: Organize and Plan

Confirm your organization’s deadline

Confirm what form you need to file for your organization

Define access and responsibilities for your team

Resources

Understanding 990 Filing Rxequirements

PDF

Understanding 990 Filing Requirements as You Prepare for Filing
Which Form Should You File

WEBSITE

Which Form Should
You File?
Form 990 Mistakes Nonprofits Make

BLOG

The Most Common (and Costly) Form 990 Mistakes Nonprofits Make
Form 990 Filing Due Dates

WEBSITE

Form 990 Filing Due Dates in 2026
Add Members in Team Management

VIDEO

How To: Add Members in Team Management
More tips on Form 990

BLOG

More tips on Form 990 filing

Step 2: Collect information

Train your team on Form 990

Collect all your revenue, expense, donor, volunteer, and other financial information

Resources

Donor tracking spreadsheet

PDF

Donor tracking spreadsheet template
Revenue and expense spreadsheet

PDF

Revenue and expense spreadsheet
Volunteer tracking spreadsheet

PDF

Volunteer tracking spreadsheet

Step 3: Start Filing Your Form

Determine which schedules you need to attach to your filing

Start filling out your form

Resources

Determining differences in schedules

BLOG

Determining differences in schedules
Balance sheet guide

VIDEO

Balance sheet guide
Getting started with Tax990

VIDEO

Getting started with Tax990

Step 4: Reconcile and validate

Address any errors found on your return

Share your return with your board for review before filing

Resources

The Tax990 commitment

WEBSITE

The Tax990 commitment
How to share with your board for review

PDF

How to share with your board for review

Step 5: Transmit and share

If you need more time, file Form 8868

Download your accepted form and post it on your website for transparency

Relax and Keep Doing Good!

Resources

The 990 commitment

WEBSITE

The 990 commitment
Update Your Online Presence

PDF

Update Your Online Presence
What you’re telling the world with your 990

BLOG

What you’re telling the world with your 990

Get Inspired & Stay Informed

Explore our collection of blog articles, videos, and webinars to help you stay ahead this tax season.

Get Inspired & Stay Informed

Explore our collection of blog articles, videos, and webinars to help you stay ahead this tax season.