Short-form annual return

Form 990-EZ, the short return

For organizations with gross receipts under $200,000 and total assets under $500,000 at year end. It must be filed electronically for tax years ending on or after July 31, 2021.

Cost

$79.99

Due

May 15

calendar-year filers

Extension

Free

Form 8868, six months

What the form covers

• Part I: revenue, expenses, and the change in net assets for the year
• Part II: a simple balance sheet (beginning and end of year)
• Part III: your mission and program accomplishments
• Part IV: officers, directors, trustees, and key employees
• Parts V and VI plus schedules where they apply (public charity status, large contributors, and so on)

How we make it manageable

Each part is a short set of plain-language questions. Totals calculate automatically, and the balance sheet is checked against your revenue and expenses before you can submit, which is the most common reason 990-EZ returns are rejected.

What to have handy

Your year-end financial statements or bookkeeping totals, a list of officers and directors, and a sentence or two about what each program accomplished this year.

Cost

Authorized, not yet certified. We can’t send returns to the IRS yet, so nothing is charged. What this means

$79.99 per filing, charged only when you submit.