990 Tracker: New Entity Form

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The information below is needed to set up a new account or a new engagement under an existing account.

Tables can't be imported directly. Please insert an image of your table which can be found here.

ENTITY NAME

EIN #

TAX YEAR BEGIN DATE

TAX YEAR END DATE

MODULES

(i.e. Form 990, 990-EZ, 990-PF, 990-T, COI, MasterComp, State(s), etc.)

COPY OF FORM 990 (most recent, if available)

LIST OF USER(S) & USER PERMISSIONS

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