How do you file CA Form 199 with Tax990?
481 views |Last modified 2/26/2025 7:24:56 AM EST |

Follow the steps below to file CA Form199 with Tax990. 

Step 1: On the Tax990 home page, enter your organization’s EIN on the search bar and click ‘Search’. 

Step 2: You can find the organization’s details and filing status of the EIN you’ve searched for (fetched from the IRS). If you’re required to file CA Form 199, Click ‘Start Filing’ next to the other forms section.

Step 3: Now, you’ll be prompted to log in or sign up. Enter your credentials to log in if you have an existing account or create a new one to continue filing.

Step 4: Fill out the form and click ‘Proceed to Audit and Transmit.’ 

 

Step 5: Once you’ve completed the form, you will be directed to the Audit Report page. Here, you can check for any errors in your submission. If any issues are identified, click ‘Fix Me’ to address the errors. Once you’ve made the necessary corrections, click ‘Next’ to proceed.

Step 6:  Here, you can share the prepared return with your board members for review, as recommended by the IRS. To do so, add the reviewer details and send an email invitation. They will receive a link to a secure portal where they can review and approve your return. Once you’ve shared the form, click ‘Next’ to proceed.

Step 7: You can add the contact and fax number to receive alerts. Then, click ‘Next’ to proceed.

Step 8: Review the final summary of your CA Form 199 and edit the details if needed. Click ‘Complete Your Order’.

Once done, your form will be successfully transmitted to the IRS.