Step by Step Guide for PTA's to E-File Form 990-N

It's easy to e-file Form 990-N with File990forPTA. Just follow the steps mentioned below and transmit your returns to the IRS in just a few minutes.


Step-1: Go to taxbandits.com

Step-2: If you have not already registered, click on the link “Create an account” to register as a new user (green arrow). Otherwise, "sign in" with your credentials (red arrow).

Step-3: Once you have logged in or registered, proceed to the Dashboard to create your Form 990-N (see below).

Step-4: In the next window, start by entering your organization’s details, and then click “Next”.

Step-5: Enter the tax year period of the organization in this step. This is the fiscal year or calendar year you are reporting for. Most PTA’s operate on the fiscal year July 1 – June 30th. This information should be stated in your PTA’s bylaws.

Step-6: Confirm that your organization’s annual gross receipts are $50,000 or less and is eligible to file an e-Postcard.

Step-7: Check your return details with our custom built-in Error Checks and fix the errors in your return, if any.

Step-8: Enter your credit card details and authorize your return. (Credit Card will NOT be charged. It will be used only for authorization purposes.)

Step-9: Review your return order details carefully before transmitting it to the IRS. If all the details are correct, click on the button “Authorize and Transmit to the IRS” and your return will be transmitted to the IRS.

Step-10: Your return will be sent to the IRS.

Step-11: You can check the status of the return from the Dashboard at any time.

Download ExpressTaxExempt Mobile App!

E-File IRS Form 990-N (e-Postcard) for current tax year from your iOS or Android smartphone or tablet.

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