Autofilling your 990-EZ Totals

The Tax Forms section of MoneyMinder provides information about various US-based tax forms you may be required to file.

If your group is required to file the 990-EZ, and has been using MoneyMinder for the time period you will be reporting on, you will be able to autofill your 990-EZ totals.


Start by clicking on the Tax Forms icon in the toolbar.


Then click Download & autofill my 990-EZ using MoneyMinder totals button.


You will be walked thru a series of verification requirements:

  1. All bank accounts must be reconciled through the last day of the financial year.
  2. All categories must be assigned to a 990-EZ line.
  3. Gross receipts must be less than $200,000.

After reading this window, click Begin to get started.


Once you’ve received green checks next to all 3 requirements, click Next Step.


Complete and/or correct your organization’s information, then click Next Step.


Click the Download your filled in 990-EZ form button to download this onto your computer. Be sure to carefully read and complete all 5 steps indicated.

Click Done when finished.


NOT PROFESSIONAL ADVICE

WE ARE NOT YOUR ACCOUNTANT AND USE OF THE SERVICES DOES NOT CONSTITUTE THE RECEIPT OF ACCOUNTING ADVICE.

You remain solely responsible for complying with all applicable accounting, tax, and other laws. While we may provide tax forms and guidance, we are not responsible for any errors in your tax form selection, data, inputted information, calculations, or conclusions. If you have any accounting questions, please contact an accountant.

Please also note that we do not file or transmit any documents or forms to the Internal Revenue Service or to any other federal, state, or local agency on your behalf. You remain solely responsible for the accurate and timely filing of all forms.

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