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

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

Download your free Tax-Exempt Organization Tax Return in Intuit Lacerte Tax (Form 990) template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Tax-Exempt Organization Tax Return in Intuit Lacerte Tax (Form 990)' templateTax-Exempt Organization Tax Return in Intuit Lacerte Tax (Form 990)Extension (available if needed; skip otherwise)1 AutomatorFile an extension (available here if needed at any time during the process)CompletedReady to Start2 AutomatorsEnsure the tax-exempt organization tax return is ready to be worked on (and move into production with the Preparer)CompletedReceive the signed engagement letter (and other client documents)CompletedConfirm access to the client's financialsCompletedConfirm completion of the year-end review workCompletedPreparation

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.

Download the Template

Download your Tax-Exempt Organization Tax Return in Intuit Lacerte Tax (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