Skip to content
  • There are no suggestions because the search field is empty.

How to fill in Schedule O checkbox on your Federal Form pdf.

Note: This applies to Federal Forms 990 and 990-EZ.

Question: How can I fill in the pdf checkbox for "Check if the organization used Schedule O to respond to any question in this Part"?

Answer: The two Options below will generate a whitepaper statement and automatically fill in the pdf checkbox.

Option 1:

Enter text in any applicable Text field. 

Option 2:

Manually add an entry in Schedule O.

  1. Navigate to Tax Forms -> Form 990  or 990-EZ -> Schedule O.
  2. Click the "Add Item" button.
  3. Fill in the data in the popup window.
    Tip: Section and Return Reference, must refer to the specific part of the form. 
  4. Click the "Add" button.
  5. Click the "Save" button in the Tools Bar.