E-file 990-N or Form 8868 from Anywhere

The IRS requires tax-exempt organizations to file an annual information return each year - this is nothing new within the nonprofit industry.

But filing a tax return for your exempt organization takes a significant amount of time away from other organizational programs and activities - even if you operate a small nonprofit.

Well, no longer will you have to set aside precious time to file a return for your tax-exempt group. ExpressTaxExempt offers an easy and secure way to transmit 990 forms quicker than ever. And here’s the fun part, you can get your filing done within minutes without being near a desk or computer!

Form 990-N Mobile App
With the FREE ExpressTaxExempt - Form 990-N app, small tax-exempt organizations with less than $50,000 in gross receipts can e-file their 2016 990-N (e-Postcard) directly from a iOS or Android mobile device. You can complete the entire e-filing process from anywhere at any time - the only information needed is basic organization details, tax year period, and confirmation of total revenue less than $50,000.

Before transmitting to the IRS, your e-Postcard is automatically checked to ensure you answered everything correctly. And once the IRS approves your filing, you’ll receive a confirmation directly to your email. If you get a rejected return, the app points out what information you need to correct and allows you resend your form without any extra costs.

Form 8868 Mobile App
If your nonprofit or charity has gross receipts over $50,000, and you want extra time to file your 2016 form 990, 990-EZ, or 990-PF, you can download the FREE ExpressTaxExempt - Form 8868 and conveniently file a tax extension using your iOS or Android handset.

E-filing only takes minutes to complete, and all you need is your organization’s basic details, tax year period, and select the annual tax return you typically file with the IRS. You can also enter any estimated tax liabilities if necessary. Your extension form gets checked for any mistakes before transmitting, and you’ll receive a PDF copy of the extension after sending it.

New e-Postcard Application Site
ExpressTaxExempt is constantly developing new simple and secure ways for exempt organizations to file tax returns with the IRS. And now, small tax-exempt groups can quickly e-file IRS Form 990-N (e-Postcard) just by using their employer identification number (EIN).

With our new e-Postcard portal, you can search your EIN and view which years you have or have not filed. Select the tax year you want to submit, and we automatically load your information directly from the IRS database - all you need to do is confirm that gross receipts are less than $50,000 and transmit. Go to epostcard.expresstaxexempt.com from your phone’s mobile browser and complete your 2016 e-Postcard filing before May 15.

Contact our US-based customer support if you have any questions about e-filing 990 forms or about your filing status; we’re happy to help! You can reach us at 704.839.2321, Monday through Friday from 9 a.m. to 6 p.m. EST or send us an email - day or night - to support@ExpressTaxExempt.com.

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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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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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