ExacTax, Inc. - Tax Preparation Solution

990 EXEMPT ORGANIZATION

990 EXEMPT ORGANIZATION and PRIVATE FOUNDATIONS Features Checklist

990 TAX RETURNS for EXEMPT ORGANIZATIONS and PRIVATE FOUNDATIONS

Provides one place for data entry of income and expenses that flow to 990, 990-EZ, or 990-PF and 990-T
Built-in Electronic Filing
Automatically computes Schedule A (Form 990), when applicable
Provides the capability to prepare Form 990-T in conjuction with Form 990, 990-EZ, or 990-PF for unrelated trade or business income

990 EXEMPT ORGANIZATION and PRIVATE FOUNDATIONS FORMS and SCHEDULES

990
990, Sch. A
990-EZ
990-PF
990-T
990-W, Pg. 1
990-W, Pg. 2 & 3*
1041, Sch. D

1116*
1118*
1120, Sch. D
2220
2848
3468*
3800*
4136*

4255*
4562
4720*
4797
5768*
6198*
6478*
6765*

8109
8275*
8275-R*
8282*
8283*
8586*
8594*
8609, Sch. A*

8821
8822*
8824, Pg. 1
8824, Pg. 2*
8826*
8830*
8844*
8846*

8868
8870*
8879-EO
Schedule B
TD F 90-22.1*
SS-4*
W-7P*

* Non-calculating form

990 EXEMPT ORGANIZATION and PRIVATE FOUNDATIONS WORKSHEETS and REPORTS

Balance Sheet Worksheets (Officer Receivables, Other Notes Receivables, Officer Loans, Mortgages)
Diagnostics
Estimated Tax
Income from Controlled Organizations
Investment Income Gains/Losses Tax
Sale of Debt-Financed Property
Special Event Schedule
Tax Computation
Tax-Exempt Bond Liability
Taxable Gain on Sale of Property by a Section 501(c)(7), (9), or (17) Organization
Underpayment of Estimated Tax
Unrelated Debt-Financed Income
Multiple worksheets for Schedule D Issues (1250, 28% Rate Gains, AMT, Capital Gains Tax, Investment Income, Loss Carryovers, Qualified 5-Year Gains)

990 EXEMPT ORGANIZATION and PRIVATE FOUNDATIONS STATES

Authorized

Provider