Self-Study

Form 990: Best Practices for Accurate Preparation - Tax Staff Essentials

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Understanding the intricacies of Form 990 is crucial. You can learn actionable tips for accurate preparation as part of your Tax Staff Essentials bundle.

Major subjects

• Sequencing and completing the return.
• Keys to getting Form 990 preparation correct the first time.
• Program service accomplishments and reporting changes.
• Reporting on managers and their compensation.
• Further disclosures specific to an entity's circumstances.
• Related organizations.
• Transactions with interested persons.
• Other IRS filings and tax compliance.

Learning objectives

• Identify filing requirements for Form 990, Form 990-EZ, and Form 990-N.
• Determine which types of exempt organizations are generally not required to file one of the three versions of Form 990.
• Identify where to report program service activities.
• Determine reporting differences between generally accepted accounting principles (GAAP) and Form 990.
• Determine best practices for completing Schedule A, Public Charity Status and Public Support.
• Identify what triggers the filing of Schedule G, Supplemental Information Regarding Fundraising or Gaming Activities.
• Recognize the purpose of Schedule O.

Who should take this program?

• CPAs with not-for-profit clients, CPAs who work for not-for-profits, not-for-profit managers and attorneys.

Pricing

Our records indicate you are a nonmember. If you register, you will be charged $250.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

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Related programs

Sept. 2, 2026 | Surgent's Fundamentals of Public Charity Taxation and Form 990 | Webinar

Sept. 22, 2026 | Understanding the Form 990 and Its Preparation Prerequisites | Webinar

Sept. 29, 2026 | Understanding the "Most Common" Form 990 Schedules: A, B & O | Webinar

Oct. 26, 2026 | Surgent's Fundamentals of Public Charity Taxation and Form 990 | Webinar

Nov. 6, 2026 | Surgent's Fundamentals of Public Charity Taxation and Form 990 | Webinar

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Related products

Surgent's Fundamentals of Public Charity Taxation and Form 990 | Self-Study (On-Demand)

Form 990 Preparation - Core Form: Not-for-Profit Tax Compliance | Self-Study (On-Demand)

Form 990 Preparation - Schedules: Not-for-Profit Tax Compliance | Self-Study (On-Demand)

Form 990: Best Practices for Accurate Preparation | Self-Study (On-Demand)

Introduction to Form 990: Not-for-Profit Tax Compliance | Self-Study (On-Demand)

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