TaxAct Tax-Exempt Organizations
Easy Guidance for 990 Informational Returns. Uniquely suited for organizations exempt from income tax under section 501(a), 527 & 4947(a)(1).
Our products are easy to use and guarantee accuracy
990 state returns for Texas and California
Your federal information automatically flows into your state tax forms so you can easily finish and file your state return.
Simple guidance for reporting activities, governance & finances
Easily prepare an informational return for tax-exempt organizations, non-profit organizations, nonexempt charitable trusts, & section 527 political organizations.
Answer easy interview questions — let TaxAct do the rest for you
Answer simple, plain-English questions, and TaxAct automatically calculates and enters your data into the appropriate tax forms.
Free IRS e-file for fast, accurate return filing & confirmation
E-file for free and get a notification via email or text as soon as the IRS has processed your return.
TaxAct Alerts
Steer clear of problems. TaxAct Alerts meticulously inspects your return for errors, omissions, and valuable tax-saving opportunities you may have missed.
Depreciation summaries
TaxAct’s depreciation reports make reviewing your current, future, and accumulated assets fast and easy. Both fiscal and short-year calculations are reported.
All the support you need
Never get stumped by a tax question. Search for the fastest answers in the Answer Center, or contact us for account and technical support when you need it.
My Taxes
The My Taxes section provides a personalized view of the make-up for your return. Quickly add copies of needed documents and view your in-progress forms.
Fast data entry options
Enter data directly into forms or use quick entry methods for specific forms.
Multiple occurrences of supporting forms
TaxAct allows you to enter multiple copies of many forms.
Custom return printing
Print individual forms or multiple copies of your return.
Loan & savings calculators
Effortlessly compute loan payments or the future value of savings deposits, then print amortization and accumulation schedules.
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We utilize security technology and monitoring processes, and we partner with the IRS to protect your personal information.
Select state or federal for the list forms you will need to file your taxes
| Description | |
|---|---|
| Form 990 | Return of Organization Exempt From Income Tax |
| Form 990EZ | Short Form Return of Organization Exempt From Income Tax |
| Form 990N | Electronic Notice ePostcard for Tax Exempt Organizations Not Required To File Form 990 or 990EZ |
| Form 990PF | Return of Private Foundation |
| Form 990T | Exempt Organization Business Income Tax Return |
| Schedule A Form 990T | Unrelated Business Taxable Income From an Unrelated Trade or Business |
| Schedule A | Public Charity Status and Public Support |
| Schedule B | Schedule of Contributors |
| Schedule C | Political Campaign and Lobbying Activities |
| Schedule D | Supplemental Financial Statements |
| Schedule E | Schools |
| Schedule F | Statement of Activities Outside the United States |
| Schedule G | Supplemental Information Regarding Fundraising or Gaming Activities |
| Schedule H | Hospitals |
| Schedule I | Grants and Other Assistance to Organizations Governments and Individuals in the United States |
| Schedule J | Compensation Information |
| Schedule K | Supplemental Information on Tax Exempt Bonds |
| Schedule L | Transactions With Interested Persons |
| Schedule M | Noncash Contributions |
| Schedule N | Liquidation Termination Dissolution or Significant Disposition of Assets |
| Schedule O | Supplemental Information to Form 990 or 990EZ |
| Schedule R | Related Organizations and Unrelated Partnerships |
| Form 990W | Estimated Tax on Unrelated Business Taxable Income for Tax Exempt Organizations |
| Form 2220 | Underpayment of Estimated Tax by Corporations |
| Form 3115 | Application for Change in Accounting Method |
| Form 4562 | Depreciation and Amortization |
| Form 8594 | Asset Acquisition Statement Under Section 1060 |
| Form 8821 | Tax Information Authorization |
| Form 8822B | Change of Address or Responsible Party Business |
| Form 8453TE | Tax Exempt Entity Declaration and Signature for Electronic Filing |
| Form 8868 | Application for Automatic Extension of Time to File an Exempt Organization Return |
| Form 8886 | Reportable Transaction Disclosure Statement |
| Form 8886T | Disclosure by Tax Exempt Entity Regarding Prohibited Tax Shelter Transaction |
| Description | State | |
|---|---|---|
| Form 100ES | Corporation Estimated Tax | California |
| Form 109 | California Exempt Organization Business Income Tax Return | California |
| Form 199 | California Exempt Organization Annual Information Return | California |
| Form 3509 | Politcal or Legislative Activities by Section 23701d Organizations | California |
| Form 3533B | Change of Address for Businesses Exempt Organizations Estates and Trusts | California |
| Form 3539 | Payment for Automatic Extension for Corporations and Exempt Organizations | California |
| Form 3586 | Payment Voucher for Corporation efiled Returns | California |
| Form 3885F | Depreciation and Amortization | California |
| Form 8453EO | California efile Return Authorization for Exempt Organizations | California |
| Form CTTR1 | Annual Treasurers Report Attorney General of California | California |
| Form RRF1 | Annual Registration Renewal Fee Report to Attorney General of California | California |
| Schedule D 541 | Capital Gain or Loss | California |
| Schedule D1 | Sales of Business Property | California |
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Refer-A-Friend: Offer valid through October 31, 2023. For each friend you refer to TaxAct who did not prepare and file using us last year, you get a $20 Amazon.com Gift Card after they file their taxes using TaxAct’s 2022 Deluxe, Premier or Self-Employed product. Even better, they get 20% off our federal tax filing products by using the share link you provide! It’s not every day you get to be somebody’s hero and make money doing it.
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My TaxPlan™: Your customized My TaxPlan features potential refund-growing opportunities and easy-to-follow instructions based on information you provide for your current tax return. Refund boost claimed in advertising calculated using recent IRS statistics and trade press regarding contributions to retirement accounts. We will highlight other potential savings, too, so your refund boost could be bigger.
Return Import: TaxAct can import the data you filed last year with us or your return from PDF files of 1040 returns prepared by many but not all tax prep software solutions.
TaxAct E-File Concierge™ service provides phone calls and related support regarding federal e-file status changes using the phone number provided in My Account. Service is subject to availability and limited to federal e-filed tax returns.
Quick Start Options: Customers can save time by importing prior year tax returns. TaxAct can import a PDF of prior year returns from most competitors and will automatically import prior year return information if filed with TaxAct. To ensure accuracy, we will ask you to validate any information imported.
Most Popular: TaxAct Deluxe is our most popular product among our online customers with more complex tax situations.
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