See also the Checkpoint Tax Return Compliance package, which includes the online version of this PPC deskbook.
PPC's 990 Deskbook provides detailed, easy-to-understand, and affordable tax return guidance, complete with real life examples and illustrations of filled-in forms, so you or your staff can quickly and easily resolve and implement the key issues encountered when preparing tax returns for nonprofit organizations. It also provides workflow guidance, tools, and other practice aids to save time and help ensure returns are consistently and accurately prepared. It covers Forms 990, 990-EZ, 990-T, 990-PF, 1023, and 1023-EZ.
Properly completing Form 990 is critical to ensuring that non-profit organizations proactively communicate the good they are doing. Since the Form 990 is a publicly disclosed document, this transparency makes it easier for the IRS and the public (including potential donors) to scrutinize an organization's activities, mission, and stewardship. In addition, incomplete returns may subject the organization to stiff penalties. Consequently, careful attention must be given to completing these annual returns.
Numerous practice aids that place important information at your fingertips and are designed to save you time and money are provided, including:
- Unique roadmaps for each form that provide line-by-line references to the primary key issue(s) of the Deskbook that relate to that line item or topic
- Client organizer to gather information to assist in preparing returns for tax-exempt organizations
- Preparation checklists and election statements