Tax990 Reviews & Product Details

I like that it remembers last year’s information and auto-populates it for me. That made my second year so much easier and far less stressful. I also appreciate that it checks to make sure everything balances and ends up in the correct places. This saved days of work double checking everything. Review collected by and hosted on G2.com.

The biggest downside is just the price I find everything else to be pretty straightforward. Review collected by and hosted on G2.com.

It's ease of use. It's very intuitive and user friendly. It makes filling out my nonprofit's 990 much easier! The service is reasonably priced. The response and load times are very good. The site isn't laggy at all - so it isn't frustrating. It's easy to integrate with other software and services. When I reached out for support, the Tax990 Team was very helpful. While not using the AI features extensively, the AL guidance tool did provide some helpful tips. Review collected by and hosted on G2.com.

Nothing comes to mind at this point. I really appreciate Tax990! I wouldn't have been able to complete my nonprofit's 990 without this service. Review collected by and hosted on G2.com.

The prompts and the easy-to-follow cloud-based web page translate complex tax forms into clear, easy-to-digest steps, creating straightforward pathways that enhance the overall user experience. Review collected by and hosted on G2.com.

Only downside so far is the toggling between the tax page and the walkthrough pages. Review collected by and hosted on G2.com.

Every year filing our 990 gets easier. I love that it imports details from past filings and quickly flags any conflicts or errors. I was able to file our 990 for an organization with over $500,000 of income in less than an hour. Review collected by and hosted on G2.com.

The price increased by $30 this year despite no change in service or product. Review collected by and hosted on G2.com.

The platform is very easy to use as someone who is comfortable filling out the forms. But the interview style form for an individual filing their 990 is super easy to navigate. Review collected by and hosted on G2.com.

Some of the forms are not connected, so you can update something on one form, but you will not receive an error when updating it on another. Also, there is very little option to import from an Excel sheet for bulk entry Review collected by and hosted on G2.com.

The software is fairly intuitive. There’s a list of forms in the right-hand window, so I can easily jump from one tax form to another without getting lost. Review collected by and hosted on G2.com.

not really a software issue, but you have to fill out appendix which populates the form 990-T. The Appendix refers to another doc, so there is some hopping around to do, Review collected by and hosted on G2.com.

There is such an ease of use to the platform. I can quickly answer questions and there are guides in place to ensure I understand the process throughout each step. Review collected by and hosted on G2.com.

I wish there was an option for the filing to be done by a member of your team or for them to reach out to the IRS on our behalf. I had an issue where an organization had 501c3 status but the IRS had not updated their system to reflect this. My time is tight so it would have been great if this was something the Tax 990 team could have called and had sorted. Review collected by and hosted on G2.com.

I use Tax990 to help meet our nonprofit’s yearly government requirements. It’s user-friendly and walks me step by step through the whole process, double-checks my work, and lets me send a completed document with a high probability it’s right. I like how easy it is to use, how the email reminders keep me on track and help me finish by required dates, and how easy and self-paced the setup is. Review collected by and hosted on G2.com.

Nothing Review collected by and hosted on G2.com.

It was extremely quick and easy! As a volunteer org rep we don't always have all the information. It was fantastic that Tax990 did all the work for me so there was no guessing and fear of doing something wrong! Review collected by and hosted on G2.com.

No downsides for me! Most of the information was already added for me. Review collected by and hosted on G2.com.

We are a new 501c3 organization, and this was our first time submitting a 990 form to the IRS. Our accounting consultant recommended Tax990 for the filing, explaining that it provided clear instructions to help interpret each item. She also noted that I could leave the form and return to it as needed, and that payment for the software was only required at the time of submission. As I entered my responses from the hard-copy IRS 990 form and the required schedules, the 990 form in Tax990 not only clarified what each item was asking (as my accounting consultant had described), but also flagged when additional schedules were required and needed to be completed. I worked on the Tax990 form over a number of months while sharing my responses and drafts with my accounting consultant, and I was able to easily download PDFs for her and our board treasurer to review. Review collected by and hosted on G2.com.

I missed responding to one item on a required schedule--if there is any way you can prevent moving forward on that item before accessing & completing narrative on that schedule, that would be helpful! Also, it's our first time completing a 990, and completing it in a software program for the IRS--this is new! It would have been helpful to know that when we were sent the message that the IRS has technically accepted our 990 form that means we might still hear later from the IRS. Nevertheless, as a nonprofit, we can/should publish this 990 on our website. Thankfully, our accounting consultant explained this, but any clarity you can provide, would be great! Review collected by and hosted on G2.com.