A tax organizer is a client-facing document to help with the collection and submission of client information necessary to prepare a tax return.
The exempt organization tax return organizer should be used with the preparation of Form 990, Return of Organization Exempt from Income Tax. Provide it to your client to get started with tax planning and preparation.
The template is available as a fillable PDF and in Word (for Word versions, see the 2025 Annual Tax Compliance Kit
Resources
2025 Exempt Organization Tax Return Organizer – Form 990
Jan 02, 2026 · 1.3 MB Download
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Resource available
Download the 2025 Exempt Organization Tax Return Organizer – Form 990
File name: 2025-exempt-organization-tax-return-organizer-form-990.pdf
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