Not-For-Profit Tax Return (Form 990)
Download your free Not-For-Profit Tax Return (Form 990) template to personalize and use in your bookkeeping or accounting firm.
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).
Download the Template
Download your Not-For-Profit Tax Return (Form 990) template now.
- .XLSX File
Add to Karbon
Get more out of this template by adding it to Karbon, including:
- Time and Budget Estimates
- Task Automation
- Client Task Automation
- Client Work Scheduling