Invite Reviewers & Additional Users This Tax Season

The tax season is nearly upon us with the IRS filing deadline for exempt organizations just a little over a month away. Before the stress starts to settle in, ExpressTaxExempt offers you convenient ways to get some help directly from your tax-exempt group without hauling multiple form copies.

Manage Additional Users
Once you’ve entered your organization details, you can create user accounts for members or key employees with limited access to oversee your 2016 Form 990. Create your additional accounts with these steps:

1. 1. Click the “My Account” tab
2. 2. Click “Manage Additional Users.”
3. 3. Click the “Add Additional User” button
4. 4. Enter the user’s details (name, phone number, email) and select the type of access
5. 5. Click “Create User” button

Your additional user will receive an email containing a password which they can use along with their email address to log into your account.

Important: There are two types of access you can set for your users - “View” and “Edit.” “View” allows users to see everything in your account without the ability to make any changes. “Edit” can grant your users limited permissions such as paying and transmitting to the IRS or receiving notification emails.

Manage Reviewers and Approvers
After generating your Form 990 copy, you can invite board members or other officers to review your return before e-filing your 990 form to the IRS. These requests grant access to a secure web portal where members can add comments, make suggestions, or verify with electronic signatures. Send your invitations with these steps:

1. 1. Click the “My Account” tab
2. 2. Click “Manage Reviewers and Approvers.”
3. 3. Click the “Add User” button
4. 4. Enter user’s details and select the tax year of the 990 form
5. 5. Click “Share Return” button

Your recipients will get an email containing a link to the secure portal and a password to log in. Unlike additional users, your reviewers won’t have access to your account - they can only see the copy of your completed return.

If you have any questions about adding users or inviting reviewers from your account, contact our live US-based support team at 704.839.2321, or with support@ExpressTaxExempt.com. Eliminate tax season stress completely with our in-depth filing assistance by scheduling a Premium Support session before the May 15 deadline directly from your ExpressTaxExempt account.

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E-file 990-N Form in Minutes with New e-Postcard Application

ExpressTaxExempt proudly introduces a new service designed specifically for small nonprofit groups. Exempt organizations with gross receipts less than $50,000 can now e-file 990-N forms with the IRS just by using employer identification numbers (EINs).

With our new e-Postcard application, we’ve taken away the need to enter any filing details or drawn-out account information, so transmitting e-Postcards is faster than ever before! The entire process is quick, easy, and secure - using ExpressTaxExempt is now simple as 1-2-3!

Step 1: Search Your Organization’s EIN
Enter the employer identification number to view the filing history for your nonprofit - this shows each year you filed a 990-N (e-Postcard) and the years which you haven’t filed. Even if you don’t need to e-file, you can always use this first step to search any nonprofit and see when it last filed.

Step 2: Select a Tax Year to File
Choose the available tax years to file your e-Postcard and then enter your email address and a password - this automatically creates your free account with ExpressTaxExempt. If you already have an account, then just enter your password to proceed with the filing. Having an account is necessary for you to correct any rejected forms and receive email notifications about your filing status.

Important: The IRS supports e-filing for three consecutive years only - you won’t be able to file for years further back electronically.

Step 3: Review Form and Transmit to the IRS
Check that the information generated on your e-Postcard is current and correct. It should list the following:

• Tax Year Period
• Organization Name and Address
• Primary Officer Name and Address

All of this information comes directly from the IRS and your organization’s previously filed 990-N forms. All you have to do is confirm gross receipts are less than $50,000 and then submit your e-Postcard. If you need to change any organization or primary officer details, you can “Edit” before transmitting.

And that’s all there is to it! You can print a copy of your 990-N (e-Postcard) immediately after sending it to the IRS, and we’ll email you an approval letter once the e-file is accepted. You can check your filing status any time by entering your return number and email address. ExpressTaxExempt makes it super easy to e-file before the May 15 deadline.

If you have any questions about e-filing your 2016 990-N form with our new e-Postcard application, please contact our U.S. - based customer support team at 704.839.2321, Monday through Friday from 9 a.m. to 6 p.m. EST. We’re also available via email with support@expresstaxexempt.com.

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