Features
- Can I switch the filing method from form-based to interview-based or vice-versa mid-way?
- Can I revert the information that has been entered while switching between the filing types?
- How can I copy my previous year's information to the current tax year?
- Can I copy information from a prior year’s return filed with a different service provider?
- Can I copy information from a prior year's return filed using a different filing method?
- What is a copy return, and how can I use this feature in Tax990?
- Why can’t I copy information from previous years’ forms?
- What information can I copy from the previous year's 990 return?
- What information can I copy from the previous year's 990-EZ return?
- What information can I copy from the previous year's 990-PF return?
- Can I import the information I filled for the federal return into my state return?
- Which forms can I copy for the CA 199 return?
- Can I bulk upload my entries in the contribution and list of officers section?
- Which sections does Tax990 support bulk upload?
- Will the errors in my template be included in return?
- Can I use my template to bulk upload Contribution details?
- How to bulk upload the organization details?
- Is there a way to export the records with errors?
- The template I uploaded has several errors. Please advise.
- How to fix the audit errors in my Form 990-PF?
- How to fix the audit errors in my Form 990-T?
- How to fix the audit errors in my Form 8868?
- How to fix the audit errors in my Form 8038-CP?
- How to fix the audit errors in my CA Form 199?
- How to fix the audit errors in my Form 990-EZ?
- How do we fix the audit errors in Form 990?
- How to fix the audit errors in my Form 990-N?
- How to fix the audit errors in my Form 1120-POL?
- I completed my 990 return. How do I share it with an officer to approve before transmitting it to the IRS?
- How can I invite a user to review my 990 return?
- How do I check the review status of the 990 forms I shared?
- Can I share my 1120-POL Form with other users to review before I e-file?
- What functions does an invited user have access to in the Reviewers & Approvers portal?
- The user I invited couldn't review the return. What should I do next?
- Who can view the comments I posted during the review process?
- Who has invited me to review the organization’s return?
- As a reviewer/approver, how do I approve the return?
- My reviewer did not receive my invitation. What should I do now?
- Can I share the form for review after the return has been transmitted/accepted?
- When can I share the form for review and approval from organization members?
- How can I delete a reviewer/approver for a particular return?
- Can I reset the password for my Review/approver account?
- Where can the invited user review my form?
- I shared my prior year's return with a board member for review. Will the current year's return be automatically shared?
- When can the Approver or Reviewer review my form in the portal?
- How can I post and view comments in my portal account?