Tax Form 990 Preparation Questionnaire
Please complete this questionnaire to provide key details for preparing your organization's IRS Form 990.
Organization Name
*
Primary Contact Name
*
First Name
Last Name
Primary Contact Email
*
example@example.com
Primary Contact Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Fiscal Year Start and End Dates
*
What is your organization's current IRS tax exemption status?
*
Please Select
501(c)(3)
501(c)(4)
501(c)(6)
Other
Has your organization’s exemption status changed in the past year?
*
No change
Yes, new exemption granted
Yes, exemption revoked or modified
Total annual gross receipts (approximate)
*
Please Select
Under $50,000
$50,000 - $200,000
$200,001 - $500,000
Over $500,000
Which IRS Form 990 did your organization file last year?
*
Please Select
Form 990
Form 990-EZ
Form 990-N (e-Postcard)
First-time filer
Not sure
Are your financial records for the fiscal year ready and accessible?
*
Yes, ready
Partially ready
No, still preparing
Please provide any governance notes or special circumstances relevant to this year’s filing.
Submit
Should be Empty: