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Workflow Templates

Business Tax Return (Form 990) Template

Download your free Business Tax Return (Form 990) template to personalize and use in your bookkeeping or accounting firm.

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Tax & ComplianceUnited StatesUS Core

Created by Karbon

A preview of the templateBusiness Tax Return (Form 990) - US CoreOptional: Extension Needed1 AutomatorCheck off here if an extension is neededCompletedPOptional: Extension Filing6 AutomatorsPrepare and file extensionCompletedCReady to Start3 AutomatorsEnsure work type is correct for tax formCompletedS

About this template

This template outlines the end-to-end process for preparing and filing IRS Form 990 for US nonprofit organizations.

It includes tasks for collecting client information, preparing the return, conducting reviews, and submitting to the IRS. Key stages involve confirming fiscal year details, preparing supporting schedules, and coordinating board or client approval where required.

The workflow includes automation for task handoffs and client communication, supporting a repeatable, compliant year-end filing process.

This template is part of the US Core Collection. Core templates are simplified versions of existing templates. They are scaled back, medium-complexity templates, with a limited use of Client Requests, and a streamlined number of sections and tasks. They are designed to help you quickly get started with, and derive value from, Karbon templates.

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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 Business Tax Return (Form 990) Template

.

Karbon Practice Management

A preview of the templateBusiness Tax Return (Form 990) - US CoreOptional: Extension Needed1 AutomatorCheck off here if an extension is neededCompletedAOptional: Extension Filing6 AutomatorsPrepare and file extensionCompletedFReady to Start3 AutomatorsEnsure work type is correct for tax formCompletedC

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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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