guide for pta's to file form 990-n with expresstaxexempt

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Guide for PTA’s To File Form 990-N With ExpressTaxExempt Reach Us on 704.839.2321 support@expresstaxexemp t.com https:// www.expresstaxexempt.com

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Page 1: Guide for PTA's to file form 990-N with ExpressTaxExempt

Guide for PTA’s To File Form 990-NWith ExpressTaxExempt

Reach Us on 704.839.2321

[email protected]

https://www.expresstaxexempt.com

Page 2: Guide for PTA's to file form 990-N with ExpressTaxExempt

ExpressTaxExempt

The most trusted IRS e-file provider designed to help nonprofit and exempt organizations to e-file their annual returns including: Form 990, Form 990-EZ, and Form 990-N. We also support extension Form 8868!

E-FILE 990-N

FREEFor

Current tax

year

Page 3: Guide for PTA's to file form 990-N with ExpressTaxExempt

Why ExpressTaxExemptWith our step-by-step interview process, you can

avoid confusing forms altogether.

As the ultimate cloud-based solution, ExpressTaxExempt is used through your web browser.

Our fully secured, cloud-based software keeps your data safe and sound, right where you need it.

Page 4: Guide for PTA's to file form 990-N with ExpressTaxExempt

ExpressTaxExempt - FeaturesWe offer exclusive support, locally based in Rock Hill,

SC. We’re available by phone Monday through Friday, 9 a.m. to 6 p.m. and by email 24/7.

We cover almost all the Form 990 & 990-EZ schedules.

Don’t add every record one by one. Instead, try our bulk upload feature. Simply input the data into the spreadsheet and upload it to our system.

Page 5: Guide for PTA's to file form 990-N with ExpressTaxExempt

ExpressTaxExempt - FeaturesShare your Form 990 return with your board for

review and approval.

Additional user access allows you work on Form 990 as a team.

We offer amended returns for Form 990 and Form 990-EZ for organizations that originally filed their return through our services.

Page 6: Guide for PTA's to file form 990-N with ExpressTaxExempt

Information Required to E-file Form 990-N Employer Identification Number (EIN), commonly referred to as

the Tax Identification Number. Tax year for which you are filing the e-Postcard. Legal name and mailing address of the organization. This

information will carry over from year to year after the initial e-Postcard is filed.

Any other names the organization uses. Name and address of a principal officer. The organization’s website, if it has one. Confirmation that the organization’s annual gross receipts are

$50,000 or less. If applicable, a statement that the organization has terminated or

is in the process of terminating.

Page 7: Guide for PTA's to file form 990-N with ExpressTaxExempt

Step by step Guide to file Form 990-N Go to https://efile990.expresstaxexempt.com/

If you have not already registered, click on the link “Create an account” to register as a new user Otherwise, "sign in" with your credentials.

Page 8: Guide for PTA's to file form 990-N with ExpressTaxExempt

Once you have logged in or registered, proceed to the Dashboard to create your Form 990-N (see below).

Page 9: Guide for PTA's to file form 990-N with ExpressTaxExempt

Start by entering your organization’s details, and then click “Next” in the next window.

Page 10: Guide for PTA's to file form 990-N with ExpressTaxExempt

Enter the tax year period of the organization in the next step.

Confirm that your organization’s annual gross receipts are $50,000 or less and is eligible to file an e-Postcard.

Page 11: Guide for PTA's to file form 990-N with ExpressTaxExempt

Check your return details with our custom built-in Error Check and fix the errors in your return, if any.

Page 12: Guide for PTA's to file form 990-N with ExpressTaxExempt

Enter your credit card details and authorize your return. (used only for authorization purposes)

Page 13: Guide for PTA's to file form 990-N with ExpressTaxExempt

Review your return order details carefully before transmitting it to the IRS. If all the details are correct, click on the button “Authorize and Transmit to the IRS” and your return will be transmitted to the IRS.

Page 14: Guide for PTA's to file form 990-N with ExpressTaxExempt

Your return will be sent to the IRS and you can check the status of the return from the Dashboard at any time.

Page 15: Guide for PTA's to file form 990-N with ExpressTaxExempt

Start Filing your return now with

ExpressTaxExempt

Reach Us on 704.839.2321

[email protected]

ExpressTaxExempt

@ExpressExempt

https://www.expresstaxexempt.com