Preparing IRS Form 990 Supporting Documentation
Nonprofits compile supporting documentation for annual IRS Form 990 filing, including financial statements, program descriptions, executive compensation details, and governance policies.
Workflow
- Collect all required schedules and supporting documents
- Convert financial statements and board documents to PDF
- Use the PDF Merger to compile all supporting documentation
- Use PDF Metadata Editor to tag with tax year and EIN
- Apply PDF Compression for electronic filing attachment
- File with the 990 and archive for the required retention period
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