I completed my 990 return. How do I share it with an officer to approve before transmitting it to the IRS?
306 views |Last modified 12/31/2024 5:51:11 AM EST |

Tax990 offers electronic and manual options for sharing your filed return with your organization's members for review and approval. Choose the method you prefer to share the return. 

Method 1: You can download the return from My Account >> Filing History and share it manually. 

Method 2: You can invite the officer to review and sign the return using the Reviewers and Approvers feature. Navigate to the Dashboard >>My Account and select ‘Manage Reviewers’. Add the reviewers and share the required return electronically for review.