How do I add a new organization in my Tax990 account?
39.8k views |Last modified 10/17/2024 12:48:40 AM EST |

Follow the steps below to add a new organization:

Step 1: Sign in to your Tax990 account.

Step 2: From the dashboard, navigate to ‘My Accounts’.

Step 3: Select ‘Address Book’ from the left menu and click ‘Add Organization’ button on the top right corner.

Step 4: Then, you can begin adding the organization by clicking ‘Add organization’.

Step 5: You’ll land on the page where you can enter the required organization’s EIN. Upon adding the EIN, Click ‘Search’ to fetch the details from the IRS database.

Then, you can proceed with filing the forms you wish to.

Bulk Upload:

You can also use the ‘Bulk Upload’ option to add more organizations in one go. Click here to learn how.