Why you need a 990 Tax Return Checklist Template

Tax-exempt organizations depend on you to help them justify their tax-exempt status to the IRS. And as your firm grows, you’ll need a standardized, efficient, and quick way of completing this process for your clients. This is where our checklist template comes in handy.

Our 990 Tax Return checklist template was carefully created to include all the necessary steps needed to accurately complete the process.  You can also customize it to fit your firm’s needs and share it with your team members.

How our 990 Tax Return Checklist Template will help your firm

Our 990 tax return checklist template will help your firm:

Accurately file tax returns without skipping any important steps:

You may be an expert at filing 990 tax returns but you probably can’t say the same of all your employees. Our 990 tax return checklist template includes step by step instructions to accurately file informational tax returns for tax-exempt organizations without skipping any important steps or making costly mistakes.

Manage heavy workload without skipping a beat during tax season:

Tax seasons are extremely busy, coupled with pressure from both upcoming IRS deadlines and clients, using our 990 tax return checklist will help your firm complete the process faster and more precisely.

Standardize and streamline processes across your firm:

If your staff members have different ways of completing work, it’s time to standardize your process to improve the quality and consistency of your firm’s work. Standardizing your processes through a checklist will save you from the headache that comes with inconsistent work.

Deliver excellent work that drives client satisfaction and referrals:

Our 990 tax return checklist template was carefully created to help you and your firm accurately carry out tax returns for individuals. And when you help your clients save money, avoid penalties, or get refunds from the IRS, they’ll eagerly refer their friends to your firm.

What you’ll find in our 990 Tax Return Checklist Template

In our fully editable and customizable 990 Tax Return Checklist Template, you’ll find:

  • A list of tasks (steps) to complete an individual tax return
  • Space to indicate the status of each task 
  • Due date
  • Assignee
  • Notes

 

Note: Remember that you can add or remove any of these items to fit your firm’s unique processes.

How to use our 990 Tax Return Checklist Template

To use our 990 tax return checklist template, simply:

  • Download the template
  • Or create an account with Financial Cents to access the template

After you’ve gotten your copy of the template:

  • Review each step and determine if you want to remove or add anything.
  • Optionally, you may add your logo to customize it to your firm.
  • Share it across your team via email or your file sharing platform.
  • You can also create a video to explain the tasks and any other important details to your team.

990 Tax Return Checklist Template FAQs

Are the tasks in the 990 tax return checklist template accurate?
Yes, they are. We created our 990 tax return checklist template with feedback from bookkeepers and accountants like you. However, please review each task carefully and feel free to edit them to fit your firm’s unique needs.

Can I use this checklist template within the Financial Cents application?
Absolutely! In fact, that’s the better way to use and maximize this template. In Financial Cents, you can create a project from this checklist template, making it easy for you and every member of your team to get work done. Financial Cents also gives you a great overview of all client work and projects so you never miss another deadline.

 

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