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.