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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 Simple Start

Created by Karbon

A preview of the templateBusiness Tax Return (Form 990) - US Simple StartOptional: Extension Needed1 AutomatorCheck off this task if an extension needs to be filedCompletedGOptional: Extension Filing6 AutomatorsPrepare and file extensionCompletedQReady to Start3 AutomatorsEnsure work is ready for PreparerCompletedJ

About this template

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

It begins with collecting client documentation and proceeds through preparation, internal review, client review, and filing. Roles involved include Preparer and Reviewer, with clearly defined responsibilities at each stage.

The workflow supports a straightforward approach for completing nonprofit tax returns in compliance with IRS deadlines.

This template is part of the US Simple Start Collection. Simple Start templates are basic versions of existing Karbon templates. They are scaled back, streamlined, and include fewer tasks, sections, and offer no Client Requests. They are designed to help you quickly get started with 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 Simple StartOptional: Extension Needed1 AutomatorCheck off this task if an extension needs to be filedCompletedROptional: Extension Filing6 AutomatorsPrepare and file extensionCompletedNReady to Start3 AutomatorsEnsure work is ready for PreparerCompletedW

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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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