What are the terms and conditions for The Tax990 Commitment?

The Tax990 Commitment applies to tax forms filed through the Tax990 platform and is subject to the following terms and conditions:

1. Purpose
This policy defines The Tax990 Commitment—Tax990’s pledge to customers, outlining what services and outcomes are covered, what is excluded, and how Tax990 handles corrections, rejections, retransmissions, and refund requests.

The purpose of this policy is to:

• Set clear and transparent expectations regarding coverage
• Reduce uncertainty in tax compliance workflows
• Provide a consistent, documented process for resolution when issues occur

The Tax990 Commitment is designed to support compliance reliability, not to replace regulatory requirements or absolve filers of their responsibilities.

2. Scope
This policy applies to all Tax990 customers who engage ‘The Tax990 Commitment’ as part of a transactional purchase for tax form preparation, management, or filing through the Tax990 platform.

Covered form types include, but are not limited to, 990-N, 990-EZ, 990, 990-PF, 990-T, 1120-POL, CA 199, 8868, and 8038-CP.

Coverage applies only where explicitly stated in this policy and may vary by form type, filing method, agency rules, and jurisdiction.

3. Eligibility and Coverage Conditions
The Tax990 Commitment applies only to eligible transactions that meet all of the following conditions:

• The original return must have been prepared and filed using the Tax990 platform.
• Coverage applies to tax year 2024 and thereafter, unless otherwise specified.
• The filer must comply with all applicable Federal and State agency rules, timelines, and authorization requirements.
• Coverage is limited to the same filing record and does not extend to newly created returns.

Tax990 reserves the right to determine eligibility on a case-by-case basis based on filing history, error type, and agency feedback.

4. No-Cost Corrections
If a federally filed return was originally prepared and filed using Tax990, Tax990 will allow the correction to be prepared and electronically filed at no additional charge, provided that:

• The correction is permitted under IRS rules, and
• The correction is submitted within applicable IRS timelines.
• Corrections for original returns filed outside of Tax990 are not covered. Standard filing fees will apply in such cases.
   

5. Rejections and Free Retransmission
If a federal or state agency rejects a return that was originally filed using Tax990:

• Errors may be corrected, and the return can be retransmitted at no additional cost. Multiple retransmissions are permitted.
• Retransmissions must follow agency rules and re-submission deadlines. Tax990 is not responsible for penalties, interest, or notices resulting from missed deadlines or late submissions.
• If a return is rejected due to duplicate filing, retransmission is not possible. In such cases, the filer may be eligible to request a refund under the Money-Back Guarantee, subject to Section 6.

6. Money-Back Guarantee
A refund may be issued if:

• A return is rejected due to duplicate filing, or
• A return cannot be accepted by the federal or state agency despite eligible retransmission attempts.

Conditions for refund eligibility

• Refunds apply only to the original filing fee.
   

7. Exclusions and Limitations
The Tax990 Commitment does not apply to issues resulting from:

• Inaccurate, incomplete, or unauthorized information provided by the filer or client
• Regulatory changes or agency-side system limitations
• Actions taken outside the IRS or state correction windows
• Attempts to manipulate, misuse, or circumvent platform workflows

Tax990 may deny coverage where misuse or abuse of the commitment is identified.

8. Modifications and Updates
Tax990 reserves the right to modify or update this policy at any time to reflect regulatory changes, platform updates, or operational requirements. Continued use of the platform constitutes acceptance of the current version of this policy.