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Workflow Templates

Not-For-Profit Tax Return (Form 990) Template

Download your free Not-For-Profit Tax Return (Form 990) template to personalize and use in your bookkeeping or accounting firm.

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Download Not-For-Profit Tax Return (Form 990) Template

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Tax & ComplianceUnited States

Created by Karbon

A preview of the template showing sections of tasks to be completed. Some are already checked offNot-for-profit tax return (Form 990) (United States)Extension (available if needed; skip otherwise)1 AutomatorFile an extension (available here if needed at any time during the process)CompletedAReady to Start2 AutomatorsEnsure the business tax return is ready to be worked on (and move into production with the Preparer)CompletedHReceive the signed engagement letter (and other client documents)CompletedAConfirm access to the client's financialsCompletedVConfirm completion of the year-end review workCompletedKPreparation

About this template

Use this is the work template to manage your not-for-profit tax return (form 990) processes.

When creating this template, be sure to select the work type for the appropriate form (e.g. Tax: 990). There are four roles in this work template for Admin, Preparer, Reviewer and Client Manager (for the tax review meeting).

The automators within the workflow will update the task due dates and move the assignment of the work automatically based on the completion of the sections themselves. The template is set to kick-off, complete, advise and confirm with the client within 4 weeks (barring client slow-down or internal issues).

Learn how to use this template in action.

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How to use this template

Add this template to Karbon

Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling
Sign In to Add to Karbon

Alternatively, you can

Download Not-For-Profit Tax Return (Form 990) Template

.

Karbon Practice Management

A preview of the template showing sections of tasks to be completed. Some are already checked offNot-for-profit tax return (Form 990) (United States)Extension (available if needed; skip otherwise)1 AutomatorFile an extension (available here if needed at any time during the process)CompletedHReady to Start2 AutomatorsEnsure the business tax return is ready to be worked on (and move into production with the Preparer)CompletedPReceive the signed engagement letter (and other client documents)CompletedEConfirm access to the client's financialsCompletedYConfirm completion of the year-end review workCompletedWPreparation

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How to customize a template

You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.

Common customizations:

  • Reorder or nest tasks
  • Add or remove tasks
  • Edit the client task email
  • Use or modify Tasklist automators

Read the support article to learn more.

About Karbon

Karbon is an AI-powered practice management platform for accounting firms, designed to streamline operations and support scalable growth.

Trusted by nearly 3,000 firms, Karbon boosts productivity by an average of 18% by uniting teams, clients, work, billing, and reporting in one place. With 30+ integrations and an open API, it’s fully customizable.

Learn more at karbonhq.com or book a demo to see how Karbon can help your firm grow.

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