Associating 990EZ Line Numbers & Running the 990EZ Report (with video)

Click the Tax Forms icon.


  • Click Edit 990-EZ Line Categories.


  • Select the income and/or expense line for each category.

  • Continue this process until you’ve associated the line numbers you want.
  • Click Save.

Running the 990EZ Report

  • Click the Tax Reports icon in the toolbar.


  • Click 990EZ Report to see summary of valid 990EZ line numbers. You can also Print or Export to PDF.