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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About this template
This template outlines the process BNA CPAs & Advisors follow when lodging tax returns for non-profit and tax-exempt organizations in the US. Forms 990 and 990-EZ are used by these organizations to provide the IRS with the necessary information required.
Founded by Bernie Ackerman in 1977, BNA CPAs & Advisors has grown to a team of more than 20 twenty experienced professionals. The son of lifelong entrepreneurs, Bernie founded BNA to help other business owners be successful. With a centralized office in Rock Hill, BNA serves from the heart of the York County community, helping clients from Fort Mill to Charlotte and beyond.
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
Alternatively, you can
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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 BNA CPAs & Advisors
Founded by Bernie Ackerman in 1977, BNA CPAs & Advisors has grown to a team of more than 20 twenty experienced professionals. The son of lifelong entrepreneurs, Bernie founded BNA to help other business owners be successful. With a centralized office in Rock Hill, BNA serves from the heart of the York County community, helping clients from Fort Mill to Charlotte and beyond.
