Form 990 Builder

Quick Answer: Form 990 Builder

Form 990 Builder maps your Chart of Accounts to IRS Form 990 Parts VIII, IX, X, and XI and exports worksheets plus official PDF fills so preparers start from structured numbers instead of guesses. Review each part in tabs, drill into contributing accounts, override with documented reasons, and save worksheets for next year.

Form 990 Builder requires Pro or Enterprise. Functional expense columns in Part IX follow account functional mappings—see functional expenses guidance. Schedule B donor thresholds export alongside DAF Contributions Report data when applicable.

Generate Form 990 Worksheets

Year-end compliance tool that aggregates ledger balances into IRS worksheet layout.

Before You Start

• Assign Form 990 line codes on expense and revenue accounts in Chart of Accounts
• Set functional categories (program, management, fundraising) for Part IX
• Close the fiscal year or confirm period balances are final for the filing year
• Confirm organization name, EIN, and mission in Settings → Organization

Parts Covered

• Page 1 summary (Lines 8–22) from rolled-up revenue, expense, and balance sheet totals
• Part III program service accomplishments (editable in the builder)
• Part VIII Statement of Revenue
• Part IX Statement of Functional Expenses (program / management / fundraising columns)
• Part X Balance Sheet and Part XI Net Assets reconciliation
• Schedule B contributor thresholds when donors meet IRS tests

Workflow

1. Open Tools → Form 990 Builder (desktop recommended)
2. Select fiscal year and generate the worksheet
3. Review each tab; click a line to see contributing accounts
4. Override amounts with a documented reason when your CPA directs an adjustment
5. Save the worksheet and export PDF for your preparer or official IRS PDF fill

Good to Know

Parent-org worksheets consolidate activity across the org tree for the selected year. Internal sponsor fee and interfund-only accounts should stay unmapped to avoid double counting on consolidation.

Pro or Enterprise required. Plus includes standard financial reports but not 990 worksheet generation.

Related: Form 990 glossary, Income Statement, Balance Sheet, AI Accounting features.