PracticalTaxSolutions
Inexpensive, easy-to-use tax software

Software for IRS form 990, 990-EZ & 990-PF

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Use Microsoft Excel© and Adobe Reader© to prepare your Tax Exempt Organization returns

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Sample Worksheet
Click for Final Tax Form

+ Comprehensive, inexpensive and easy-to-use.

+ Uses standard Microsoft Excel worksheets that look like the actual IRS tax forms.

+ Routine tasks such as printing the tax worksheet are fully automated.

+ Calculates all tax form amounts, with carry of amounts to related parts of the form.

+ Includes hyperlinks to IRS instructions and supporting information in the worksheet.

+ Automatically merges data with the IRS tax form and displays it in Adobe Reader.

+ Automatically rolls-over (copies) data from the prior year worksheet to the current year.

+ FREE download of actual software for evaluation (certain features are limited).

+ 2016 updates NOW being released. Prior year software and forms also available.

Tax Forms Available

Form Applicable to: Description

990 n/a Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)

990-EZ n/a Short Form Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)

990-PF n/a Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation

Schedule A Form 990,
Form 990-EZ
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.

Schedule B Form 990,
Form 990-EZ
and Form 990-PF
Schedule of Contributors

Schedule C Form 990,
Form 990-EZ
Political Campaign and Lobbying Activities
For Organizations Exempt From Income Tax Under section 501(c) and section 527

Schedule D Form 990 Supplemental Financial Statements
Complete if the organization answered "Yes" on Form 990, Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.

Schedule E Form 990,
Form 990-EZ
Schools
Complete if the organization answered "Yes" on Form 990, Part IV, line 13, or Form 990-EZ, Part VI, line 48.

Schedule G Form 990,
Form 990-EZ
Supplemental Information Regarding Fundraising or Gaming Activities
Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a.

Schedule I Form 990 Grants and Other Assistance to Organizations, Governments, and Individuals in the United States
Complete if the organization answered "Yes" on Form 990, Part IV, line 21 or 22.

Schedule J Form 990 Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Complete if the organization answered "Yes" on Form 990, Part IV, line 23.

Schedule L Form 990,
Form 990-EZ
Transactions With Interested Persons
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.

Schedule M Form 990 Noncash Contributions
Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.

Schedule O Form 990,
Form 990-EZ
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on Form 990 or 990-EZ or to provide any additional information.

Schedule R Form 990 Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.

Form 990-T Exempt Organization Business Income Tax Return
(and proxy tax under section 6033(e))

Tax Forms NOT Available

Form Applicable to: Description

Schedule F Form 990 Statement of Activities Outside the United States
Complete if the organization answered "Yes" on Form 990, Part IV, line 14b, 15, or 16.

Schedule H Form 990 Hospitals
Complete if the organization answered "Yes" on Form 990, Part IV, question 20.

Schedule K Form 990 Supplemental Information on Tax-Exempt Bonds
Complete if the organization answered "Yes" on Form 990, Part IV, line 24a. Provide descriptions, explanations, and any additional information in Part VI.

Schedule N Form 990,
Form 990-EZ
Liquidation, Termination, Dissolution, or Significant Disposition of Assets
Complete if the organization answered "Yes" on Form 990, Part IV, lines 31 or 32; or Form 990-EZ, line 36. Attach certified copies of any articles of dissolution, resolutions, or plans.