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ExpressTaxExempt Blog

Showing posts with label bulkupload. Show all posts
Showing posts with label bulkupload. Show all posts

Report Entire Contribution Lists in Minutes!

One of the most tedious tasks when filing Form 990 or a 990-EZ is entering list after list of donor information and their contribution amounts.

Many tax-exempt organizations receive hundreds of donations from individuals and groups each year and reporting them one by one consumes too much time.

IRS-authorized ExpressTaxExempt offers features which streamline your filing experience so you can e-file Form 990 as quickly and smoothly as possible. One of those features is our Bulk Upload option designed for exempt organizations who take in many donations throughout the tax year.

Upload Every Contribution at Once
Mid-size and large organizations have the option to upload their received donations by using the “Bulk Upload” button from the “Contributions, Gifts, Grants, and Similar Amounts Received” section.





By bulk uploading your organization’s contributions, you can continue filling out the rest of your tax return while ExpressTaxExempt loads all the donor information into your account.

Simple Steps to Upload
Uploading your contribution lists is quick and easy with these steps:






  1. 1. Download pre-made excel template
  2. 2. Enter your donation entries in the template and save
  3. 3. Upload your saved excel file from your computer

You can also upload your own contribution spreadsheet if you have one already completed. Make sure your column headings match the required information that our application asks.

Schedule B Filings
ExpressTaxExempt automatically generates your Schedule B and pre-loads your contributions onto it. Remember, the IRS General Rule states to only list singular donations that are at least $5,000. And while you can enter or upload every contribution, our service will only place the entries that are $5,000 or greater as per IRS rule.

Contact our live US-based team of e-file professionals for any questions or need assistance with reporting contributions for your 2016 Form 990. We’re available at 704.839.2321, Monday through Friday from 9 a.m. to 6 p.m. EST or send an email 24/7 to support@ExpressTaxExempt.com.



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Get More Done in Less Time! Bulk Upload Your Information

E-filing tax returns for your nonprofit or charity takes a considerable amount of time - that’s no surprise. But the time you’re dedicating to remain compliant with the IRS could be spent running your organization.

With ExpressTaxExempt.com, we understand how important time is for exempt organizations. We also know the severity of filing promptly with the IRS, which is why our service streamlines the e-filing process to get your IRS Form 990/990-EZ finished and transmitted as soon as possible.

One of our unique, cloud-based features that allow for time-efficient filing is our Bulk Upload option.

Upload Information All At Once
Our bulk upload feature caters to those of you who receive numerous contributions throughout the year. Many tax-exempt organizations receive hundreds of donations and entering each one, as required by the IRS, is a daunting task.




With ExpressTaxExempt.com, you have the option to upload all your contributions at once by clicking the “Bulk Upload” button on the “Contributions, Gifts, Grants, and Similar Amounts Received” screen. Our program enters your entire list in your account while you are free to continue filling out the rest of your form.

Easy Steps To Upload
Submit your contributions list in three simple steps and get back completing the rest of your return while ExpressTaxExempt.com works for you.





All you need to do:
  • Step 1 - Download our pre-made spreadsheet template
  • Step 2 - Enter or transfer your contribution details within the template and save
  • Step 3 - Upload the saved template from your computer

Important: If you already have all your donations listed on a spreadsheet, you can skip the first two steps and just upload your file into the program. Make sure your file contains all the required information to report correctly to the IRS.

Our U.S. - based, customer support team is happy to answer any questions you may have about bulk uploading or reporting contributions in general. Give us a call at 704.829.2321, Monday through Friday from 9 a.m. to 6 p.m. EST. You can also contact us at any time of the day with support@ExpressTaxExempt.com.


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File Your Tax-Exempt Returns from Up in the Clouds!

Successfully running a nonprofit or charity is no easy matter - you’re responsible for maintaining donor relationships, gifts and contributions, fundraisers, volunteers, and a million other things towards reaching your mission objective.

With all of your organization’s activities, you also have to make sure to remain compliant with the IRS - the brutal truth is that you can lose your tax exemption status if you’re not. One of the ways to keep the IRS content is filing the required tax return every year.

But how can you push everything with your organization to the side just to focus on filling pages upon pages of a federal tax return? Let our services streamline your filing experience so you can complete and transmit your IRS form and get right back to bettering your communities. With these amazing, cloud-based features, you can e-file stress-free with ExpressTaxExempt.com!

E-file IRS Form 990/990-EZ with Schedules
With our services, you can choose to e-file either Form 990 or Form 990-EZ based on your nonprofit’s gross receipts. According to the information you provide about your organization and its activities, ExpressTaxExempt.com automatically generates the appropriate schedules required with your 990 form.

Accurate Worksheet for your Records
It’s no secret that proper record keeping is the key to filing with relative ease. ExpressTaxExempt.com provides you with a detailed worksheet of the information you entered on your form. You can print this worksheet out for your records.

View Prior Tax Returns
Tired of digging through files to find last year’s return? Now you won’t have to - our “My Tax Return Tab” allows you to view, download, or email 990 forms you’ve e-filed in the past with the IRS. Remember, you must have e-filed those prior return with our service to access them.

Re-Transmit a Rejected IRS 990 Form
If the IRS rejects your form for any reason, ExpressTaxExempt.com points out the rejection, allows you to make corrections, and re-transmit your rejected form back to the IRS - all for FREE!

Built-In Audit Check and Cloud-Based Technology
Send your most accurate form to the IRS the first time around. With our internal error check, your form is screened from top to bottom for any mistakes before you transmit. You can also access your account and continue from where you last left with any computer thanks to ExpressTaxExempt’s cloud-based capabilities.

Interview-Style Questions and Bulk Upload
Leave the technical IRS jargon at the door! ExpressTaxExempt.com asks simplified questions based on actual questions from 990 forms - answer yes or no, and enter text or amounts only when prompted. You can also get more done in less time with our “Bulk Upload” feature - submit an upload of mass information like contributions, and our program enters it in your account while you continue with the rest of your form.

Manage Additional Users/Reviewers and Approvers
Easily invite other users that need access to your account - you can even set parameters to what they can or cannot access. Extend an invitation to clients to review and approve your completed form before you transmit - they can also e-verify with an electronic signature.

U.S - Based Support and Expert Assistance
While our IRS 990 forms are made easy to e-file, we completely understand the severity of federal filings - contact our e-file professionals for any questions about your e-filing process at 704.839.2321, Monday through Friday from 9 a.m. to 6 p.m. EST - or email us 24/7 with support@ExpressTaxExempt.com. If you prefer more detailed assistance from start to finish with step-by-step instructions from an expert, set up an appointment for our Premium Support service directly from your account.



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Need Further Help? Contact Us

Our live support specialists in Rock Hill, SC are always ready to offer professional service and assistance.

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Frequently Asked Questions

Find answers related to e-filing IRS Form 990, 990-EZ, 990-PF, 990-N (e-Postcard), Form 1120-POL and Extension Form 8868 with our Frequently Asked Questions.

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