AI-Assisted Form 990 Preparation
From source documents to IRS-ready return — all in one place. 990PREP guides your team through the entire Form 990 filing cycle: uploading source documents, collecting client data, generating IRS-compliant XML, and assembling a print-ready return.
Every one of the 17 IRS forms is covered: Form 990 (core return) + Schedules A · B · C · D · E · F · G · H · I · J · K · L · M · N · O · R.
It doesn't take days anymore — get your 990 returns done faster, cleaner, and right.
A consistent, accurate, complete Form 990 — in a fraction of the time.
Hours Back, Every Week
Stop re-entering the same numbers across forms. A single data entry in the Integrated Workbook flows instantly into the Return Summary — no copy-paste, no drift.
Complete 990 Coverage
All 17 IRS forms and schedules, pre-built and laid out exactly as the IRS expects — with an IRS-compliant XML output button on every one.
Built-In Accuracy Checks
Shared field-store architecture means the workbook and the summary are always in sync. Data mismatches between sections become a thing of the past.
Scalable Across Your Practice
Multi-return management, per-return document stores, prior-year comparison, and a PDF Creator that assembles the final printable package — ready to hand to the client.
The CRAFT Workflow
Collect → Record → Analyze → Form → Transmit — the five-stage engine inside 990PREP that transforms raw client documents into a fully structured, IRS-compliant Form 990 filing. Each stage builds on the last, eliminating redundant effort and ensuring every number reaches the right line on the right form.
Collect
Client Onboarding & Document Upload
990PREP captures everything needed to start a return: the organisation's details — name, EIN, tax year, address, contacts — and all source documents provided by the client. Once collected, documents flow immediately into the review stage; no manual re-upload or re-naming required.
- Structured Client Details form — EIN, org name, fiscal year, principal officer
- Multi-file document upload for any stage: current year, prior year, trial balance
- Per-return document store — each return keeps its files completely separate
- Prior-year return import carries comparative data into the review views
- Document routing intelligence classifies uploaded files for downstream OCR
Record
Integrated Workbook — 28 Data-Entry Forms
The Record stage is where the numbers are entered. The Integrated Workbook presents all 28 data-collection forms for a 990 return in a single organised workspace — each one live and auto-saving.
- General Information, Program Services, and Checklist of Required Schedules
- IRS Filings & Tax Compliance, Governance & Disclosure, Compensation Review
- Statement of Revenue, Functional Expenses, Balance Sheet, Reconciliation of Net Assets
- Trial Balance in two views: full TB and TB Summary
- 16 schedule workbook forms (A–R), each a live mirror of the Return Summary with real-time two-way data sync
Analyze
Questionnaire Review & Validation
Structured validation is applied to the collected data before it reaches the return forms. A guided questionnaire drives the review, surfacing issues early so corrections happen in the workbook — not in the final form.
- Questionnaire-driven review maps directly to Form 990 line items
- Real-time field-store sync — one source of truth across workbook and summary
- Prior-year comparison flags unexpected movements before filing
- Schedule requirement check guides the preparer to attach only the schedules the organisation actually needs
Form
Return Summary — IRS-Layout Forms with Generate XML
The heart of 990PREP. The Return Summary presents every form and schedule in the exact layout the IRS uses — so your team reviews the return the same way it will appear on the filed document.
- Live data — values entered anywhere in the workbook appear automatically
- 17 Generate XML buttons — one per form/schedule, each producing an IRS-compliant XML file
- Structurally identical output — field count and order always match the IRS reference template
- Checkbox values use field-specific on-values extracted from the official PDF
Transmit
PDF Creator & Final Delivery
All generated XMLs are assembled into a complete, print-ready Form 990 return package, delivered in the formats the preparer and client need — with a final read-through in the Return Preview and side-by-side prior-year comparison.
- 17 IRS-compliant XML files — one per form and schedule, saved per return
- PDF Creator imports the XMLs back into fillable PDFs for a complete, print-ready return set
- Return Preview with current vs prior-year figures before delivery
The CRAFT dividend, in numbers
75%
Time Saved
Less time on manual data entry, form navigation, and XML assembly
100%
Schedule Coverage
All 17 Form 990 forms covered end-to-end, from data entry to XML
17
XML Exports
One IRS-compliant XML per form and schedule — every return, every time
0
Rekeying
Data entered once in the workbook flows automatically to every downstream form
By eliminating manual re-entry and providing a clear path from source document to e-file XML, 990PREP empowers nonprofit tax professionals to focus on what they do best — advising clients and ensuring compliance — rather than managing paperwork.
Let 990PREP handle the mechanics of the return.
While your team focuses on what truly matters — your clients, their missions, and their compliance. 990PREP is part of GTPH's AI-powered suite of tax-automation tools, designed to give tax professionals the leverage of technology without the complexity of implementation.
Talk to Us About 990PREPStreamline Workflows
Eliminate form-to-form re-entry and create efficient, repeatable preparation processes that scale with your client base.
Reduce Errors
A single shared data store means every form reflects the same numbers — no version drift, no conflicting values.
Improve Speed
Generate all 17 IRS-compliant XML files in minutes, then let the PDF Creator assemble the complete printable return automatically.
Increase Profitability
Handle more 990 returns in the same time, reallocate staff to advisory work, and deliver a consistently high-quality product to every nonprofit client.
Ready to automate your tax season?
Fixed-fee pricing. Technical accuracy. A partner that scales with your firm — from first organizer to final e-file.