Tax-Exempt Organization Tax Return in Intuit Lacerte Tax (Form 990)

This is the Intuit Lacerte Tax work template for tax exempt organization tax returns (e.g. 990). It includes detailed steps for tasks that can be carried out by your Admin, Preparer, Reviewer and Client Manager (for the tax review meeting).

This entire process should take 28 days (barring client slow down or internal issues).

If you use this template in Karbon, you'll be able to make use of automators within the workflow that will update the task due dates, change statuses of both the tasks and work, and move the assignment of the work automatically based on the completion of the sections themselves.