The Ultimate Guide to 990 Tax Software: Streamline Your Nonprofit Filing

Filing taxes might not be the most exciting task on your nonprofit’s to-do list, but it’s essential for maintaining your tax-exempt status and staying compliant with IRS regulations. Fortunately, 990 tax software has made this process easier, faster, and more accurate than ever.

Whether you’re a small nonprofit filing a simple 990-N or a large organization completing a detailed 990 or 990-PF, the right software can save time, reduce errors, and help you stay organized. In this article, we’ll break down everything you need to know about 990 tax software—what it is, why it matters, and how to choose the best one for your nonprofit.

---

What Is 990 Tax Software?

990 tax software is a digital tool designed to help nonprofits prepare and file IRS Form 990, the annual information return required of most tax-exempt organizations. Depending on your organization’s size and revenue, you’ll need to file one of the following forms:

• Form 990-N: For organizations with gross receipts of $50,000 or less.
• Form 990-EZ: For organizations with gross receipts under $200,000 and assets under $500,000.
• Form 990: For larger organizations exceeding those thresholds.
• Form 990-PF: For private foundations.

Why It Matters

Using specialized tax software helps you:

• Avoid costly penalties for late or incorrect filings.
• Streamline complex data entry by pulling in previous year’s info.
• Ensure compliance with up-to-date IRS regulations.
• File electronically (e-file), which is now required for most nonprofits.

---

Key Features to Look for in 990 Tax Software

Not all software is created equal. Here’s what to prioritize when choosing the right platform:

1. Ease of Use

Look for an intuitive interface with step-by-step guidance. Even if you don’t have a finance background, good software should walk you through the filing process with prompts and helpful tips.

2. IRS E-filing Compatibility

Choose a program that supports direct e-filing to the IRS. This ensures faster processing and immediate confirmation that your return was received.

3. Data Import & Storage

The best 990 software allows you to:

• Import data from previous years
• Save your work securely in the cloud
• Generate reports for internal or external stakeholders

4. Support for Multiple Forms

Whether you’re filing a simple 990-N or a more complex 990 or 990-PF, make sure your software can handle the specific form you need.

5. Customer Support

Access to knowledgeable support—via phone, chat, or email—can be a lifesaver if you get stuck.

---

Top 990 Tax Software Solutions for Nonprofits

Here are some of the most popular and reliable options on the market:

1. Tax990

One of the most recognized names in nonprofit tax filing, Tax990 offers:

• Easy-to-use interface
• E-file capabilities for all 990 forms
• Auto-carry forward of prior year data
• Live chat and phone support

2. File990.org

Perfect for smaller nonprofits, this software specializes in fast 990-N and 990-EZ filings with:

• Simple guided filing
• Affordable pricing
• Secure e-filing

3. ExpressTaxExempt

Great for larger nonprofits or those with more complex returns, this IRS-authorized provider offers:

• Detailed form support
• Bulk filing options
• Custom filing solutions for tax professionals

---

Benefits of Using 990 Tax Software

Still on the fence? Here’s why upgrading from manual forms or spreadsheets is worth it:

• Saves time: Complete your filing in a fraction of the time.
• Reduces errors: Built-in checks catch mistakes before you submit.
• Improves accuracy: Auto-populate fields with prior year data.
• Provides peace of mind: Confirm your return was filed correctly and on time.

---

Common Mistakes to Avoid When Filing Form 990

Even with good software, be mindful of these common errors:

• Missing deadlines (typically May 15 for calendar year filers)
• Incorrect EIN or fiscal year info
• Failing to report all required schedules
• Not reviewing the form before submitting

Many 990 platforms offer error-checking tools to help you avoid these pitfalls.

---

How to Choose the Right 990 Tax Software for Your Nonprofit

Here’s a quick checklist to guide your decision:

Know your form type: Understand whether you need 990-N, 990-EZ, 990, or 990-PF.
Consider your budget: Free options exist, but paid plans often come with better features and support.
Check user reviews: Real feedback can reveal how well the software actually works.
Test the interface: Many platforms offer demos or free trials—take advantage of them.
Look for security features: Your financial data must be protected.

---

Conclusion: Make Filing Form 990 Easier with the Right Tools

Filing Form 990 doesn’t have to be a dreaded annual task. With the right 990 tax software, your nonprofit can file confidently, stay compliant, and free up more time to focus on your mission.