1. Home
  2. Knowledge Base
  3. Taxes
  4. Associating 990EZ line numbers & running the 990EZ report (with video)

Associating 990EZ line numbers & running the 990EZ report (with video)

Associating 990EZ line numbers with categories

MoneyMinder can help you calculate totals for lines 1-16 on the 990EZ form, based on the data you’ve input during your financial year.


To begin, click on the Tax Forms icon in the toolbar:


Next, click Edit 990-EZ Line Categories.


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

  • Continue this process until you’ve associated all categories with a line item.
  • Click Save.

Running the 990EZ report

Click the Tax Forms icon in the toolbar:


Click 990EZ Report to see a Summary of valid 990EZ line numbers.


You can also Print or Export to PDF:


If a category has a transaction applied to it and does not have a 990EZ line number associated with it, it will show up at the top of the report in red:

For your Summary totals to be accurate, these must all be assigned a line number.


Was this article helpful?

Related Articles

Need Support?

Can't find the answer you're looking for?
Contact Support