Tax Preparation

How to prepare Form 990-N: A step-by-step walkthrough for your PTA

How to prepare Form 990-N: A step-by-step walkthrough for your PTA

Form 990-N is a short IRS filing, but it still requires accurate information and careful attention to detail. PTA treasurers need to confirm eligibility, pull the correct gross receipts figure, complete each section of the e-Postcard correctly, and save their proof of submission. Follow these steps from Beekeeper to prepare and submit clear records every year.

How to prepare Form 990-N: A step-by-step walkthrough for your PTA

Form 990-N is a short IRS filing, but it still requires accurate information and careful attention to detail. PTA treasurers need to confirm eligibility, pull the correct gross receipts figure, complete each section of the e-Postcard correctly, and save their proof of submission. Follow these steps from Beekeeper to prepare and submit clear records every year.

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