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, you will be able to autofill your 990-EZ totals into the IRS 990-EZ form.
Start by clicking on the Tax Forms icon in the toolbar.
Click Download & Autofill my 990-EZ using MoneyMinder totals.
After reading the notification, click Begin.
Ensure that you meet all of the requirements to autofill your totals for lines 1-16.
- All bank accounts must be reconciled through the last day of the financial year.
- All categories must be assigned to a 990-EZ line.
- Gross receipts must be less than $200,000.
Click Next Step.
Ensure your organization’s information is correct and click Next Step.
Download the filled-in PDF and follow the final 5 steps as instructed.