TaxAct Tax-Exempt Organizations
2022 Download Edition
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
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 notification via email and/or text as soon as your return has been processed by the IRS.
TaxAct Alerts
Steer clear of problems. TaxAct Alerts meticulously inspects your return for any 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.
Unlimited free support
Never get stumped by a tax question. Search for the fastest answers in the Answer Center, or contact us for free account & technical support when you need it.
My Forms
The My Forms 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 certain 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.
Bookmarks
Navigate your return on your terms. Simply Bookmark a question to return to it at any time.
Select state or federal for the list forms you will need to file your taxes
| 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 |
| 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 8453TE | Tax Exempt Entity Declaration and Signature for Electronic Filing |
| Form 8594 | Asset Acquisition Statement Under Section 1060 |
| Form 8821 | Tax Information Authorization |
| Form 8822B | Change of Address or Responsible Party Business |
| 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 |
| Schedule A | Public Charity Status and Public Support |
| Schedule A Form 990T | Unrelated Business Taxable Income From an Unrelated Trade or Business |
| 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 |
Windows Versions 8.1 or higher
- Chrome Latest Version
- Firefox Latest Version
- Microsoft Edge (for Windows 10 only)
Microsoft no longer provide security updates or support for PCs running Windows 7. For the best experience and security of your data, you will need to update your system to Windows 8.1 or 10.
Mac OS Versions 10.15 or higher
- Chrome Latest Version
- Firefox Latest Version
- Safari 13.0 or higher
Applies to online products only, download products are not available for Mac OS.
$100K Accuracy Guarantee
Our accuracy guarantee is more than our word—it's backed by $100k. Because your peace of mind is priceless.
Money-Back Guarantee
TaxAct guarantees you are completely satisfied with your TaxAct software purchase.
TaxAct Costs Less: “File for less” and percentage savings claims based on comparison with TurboTax federal pricing for paid consumer online 1040 filing products on 12/02/2022.
Maximum Refund Guarantee: If an error in our software causes you to receive a smaller refund or larger tax liability than you receive using the same data with another tax preparation product, we will pay you the difference in the refund or liability up to $100,000 and refund the applicable software fees you paid us. Find out more about our Maximum Refund Guarantee.
$100k Accuracy Guarantee: If you pay an IRS or state penalty or interest because of a TaxAct calculation error, we'll pay you the difference in the refund or liability up to $100,000. This guarantee applies only to errors contained in our consumer prepared tax return software; it doesn't apply to errors the customer makes. Find out more about our $100k Accuracy Guarantee.
Satisfaction Guarantee: If you are not 100% satisfied with any TaxAct product, you may stop using the product prior to printing or filing your return. We are unable to refund fees after you print or e-file your return.
TaxAct Xpert Assist: TaxAct® Xpert Assist is available as an added service to users of TaxAct’s online consumer 1040 product. Unlimited access refers to an unlimited quantity of expert contacts available to each customer. Service hours limited to designated scheduling times and by expert availability. Some tax topics or situations may not be included as part of this service. Review of customer return is broad, does not extend to source documents and not intended to be comprehensive; expert is available to address specific questions raised by customer. Offer for free Xpert Assist may expire at any time. View full TaxAct Xpert Assist Terms and Conditions.
Start Free and File Free: The TaxAct Online Free Edition makes free federal filing available for basic returns only. Not everyone has a basic return. Find out if you have a basic return and more about what this year’s Free Edition includes. For all other online products, you can start free and pay only when you file. This means you will not be charged if you decide to stop using any product prior to printing or e-filing.
Edition Pricing: Actual prices are determined at the time of payment, print, or e-file and are subject to change without notice. Add sales tax for applicable orders. Offers may end at any time and promotional offers may not be combined.
Deduction Maximizer: TaxAct's Deduction Maximizer guides you step by step through the process of completing your return in a way that helps you uncover additional tax advantages and helps you maximize your deductions by checking dozens of additional deductions we know from experience folks don't think to look for. Each deduction you claim may reduce the amount of tax you owe, resulting in a lower IRS bill overall.
All-Inclusive Bundle: All-inclusive is a collection of select products and services that may be used to enhance your DIY 1040 tax preparation and filing experience. The offer does not include additional state(s) returns. If you choose to pay for your bundle using Refund Transfer, then the Refund Transfer is no additional cost to you and will be included in the bundle price. Percent savings based on a la carte pricing. Final price, including added sales taxes, is determined at the time of filing and subject to change without notice.
Audit Defense: See Audit Defense provided by Tax Protection Plus (PDF) for further details of services and requirements. May not apply to certain forms and credits. Certain customers may not qualify for services based on past tax audit history, residency, or other factors. Audit Defense is not insurance. Audit Defense is subject to terms and conditions (PDF) located on Tax Protection Plus's website.
Paid Advertising: TaxAct, Inc. gets fees from some third parties that provide offers to its customers. This compensation may affect what and how we communicate their services to you. TaxAct is not a party to any transactions you may choose to enter into with these third parties.
Refund Transfer: Refund Transfers are fee- based products offered by Republic Bank & Trust Company, Member FDIC. A Refund Transfer Fee and all other authorized amounts will be deducted from the taxpayer’s tax refund.
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.
Amazon.com is not a sponsor of this promotion. Except as required by law, Amazon.com Gift Cards ("GCs") cannot be transferred for value or redeemed for cash. GCs may be used only for purchases of eligible goods at Amazon.com or certain of its affiliated websites. For complete terms and conditions, see www.amazon.com/gc-legal. GCs are issued by ACI Gift Cards, Inc., a Washington corporation. All Amazon ®, TM & © are IP of Amazon.com, Inc. or its affiliates. No expiration date or service fees.
This offer is for TaxAct’s consumer federal, online 1040 returns and is subject to specific terms and conditions. See terms and conditions for more information. Offer is subject to change. The value of your gift card is dependent on the offer available at the time you make the referral.
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.
Over 90 Million Returns Filed: Based on e-filed federal returns through TaxAct Consumer and TaxAct Professional software since 2000.
Refund Amounts Shown: Actual refund amounts vary based on your tax situation. Number shown in illustrations are based on IRS published data stating that average 2022 tax refunds were more than $3039. See IRS article for more information.
Trademarks: All trademarks not owned by TaxAct, Inc. that appear on this website are the property of their respective owners, who are not affiliated with, connected to, or sponsored by or of TaxAct, Inc. TurboTax is a registered trademark of Intuit, Inc. H&R Block is a registered trademark of HRB Innovations, Inc.