How to bulk upload the organization details?
29 views | Last modified 4/25/2024 8:46:49 AM EST |

If you need to file for multiple organizations, you can upload the organizations’ data in bulk using the Excel template offered by Tax990. 

Follow the steps below to bulk upload the organization details. 

Step 1: Log in to your Tax990 account. 

Step 2: Navigate to the Dashboard and click on the 'Add Organization' button.

Step 3: Then, click ‘Start Filing’ to start adding your organization and file returns for them.

Step 4: Instead of entering the EIN, click the ‘Bulk Upload’ option placed at the bottom. You’ll land on the Bulk Upload page.

Step 5: Click ‘Download Template’ to download our Excel template and enter the details of all the organizations. Once completed, upload the file by clicking on the ‘Upload’ button. 

Step 6: You can preview the details of the records uploaded. If you need to make any changes, update the information in the file and re-upload it. Once done,  click ‘Next’ to proceed. 

Step 7: If there are any errors found on the records you uploaded, fix the errors by clicking ‘Fix errors’ or click ‘Continue’ to ignore those records and proceed. 

Step 8: Once the organizations are imported, you can begin filing returns by clicking ‘Start New Return’.