990 Tracker Benchmarking Module – User Guide

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Overview

The Benchmarking Module of 990 Tracker is a powerful tool designed to enhance data analysis and reporting for tax-exempt organizations. It enables users to access and export client population data for firmwide comparisons and risk-based reviews.

Key Features

• Tenant-wide Data Export – Select and export any 990 data points to Excel for tailored analysis and reviews.
• Peer Benchmarking – Compare multiple organizations using firmwide data.
• Multi-Entity Review – Organizations with multiple entities can quickly compare Form 990 responses across their population.
• Outlier and Risk Detection – Quickly scan for outlier responses or red flags with structured data presentation.

How to Use the Benchmarking Module

1. Access the Module

• Log in, select the organization, and navigate to Benchmarking Data Export from the dashboard.
• If inside an engagement, access Benchmarking Data Export from the left-hand navigation.
• If this option is unavailable, enable it from Basic Data → Status or contact your administrator.

2. Search & Select Organizations

• Use the “+” and checkboxes to expand and select accounts or organizations for benchmarking.

3. Select Data Points

• Use the “+” and checkboxes to expand and choose specific Form 990 parts, schedules, or questions for your report.

4. Generate Reports

• Click Generate Report after selecting organizations and data points.
• The system will compile the report in the background and notify you via email upon completion.

For further assistance, reach out to your administrator or refer to our support resources.

Tips:

• Regularly save your work and verify changes before refreshing or navigating away from the page.
• Document any recurring issues with screenshots and detailed descriptions to assist technical support.

For further assistance, contact the K1x Support Team by clicking on the "Get Help" button on our apps or in our Help Center.

Circular 230 Disclosure

To ensure compliance with requirements imposed by the IRS, we inform you that any tax advice contained in this software (including any reports or downloads) is not intended or written to be used and cannot be used for the purposes of (i) avoiding penalties under the Internal Revenue Code or (ii) supporting, promoting, marketing or recommending to another party any transaction or matter addressed herein. This software is for informational purposes only and should not be regarded as tax advice. Please consult your tax advisor or attorney for guidance on your individual tax situation.

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