How do I add a new organization in my Tax990 account?
81 views | Last modified 4/26/2024 2:44:37 AM EST |

Follow the steps below to add a new organization:

Step 1: Sign in to your Tax990 account.

Step 2: From the dashboard, click the ‘Add Organization’ button to add a new organization to your Tax990 account. 

Step 3: Click ‘Add organization’ to begin.

Step 4: 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 placed at the bottom, to add more organizations in one go. Click here to learn how.

 

 

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