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Attachments for exempt organization returns must be submitted electronically as XML documents. The following table describes the various IRS forms, schedules, and other attachments that are required for exempt organization returns and lists the UltraTax/990 input screens in which you can create these attachments. For additional information, see IRS Publication 4163, Modernized e-File (MeF) Information for Authorized IRS e-file Providers for Business Returns.
Form / statement | Form line reference | XML document name | UltraTax CS input screen |
---|---|---|---|
990 Return of Organization Exempt from Income Tax | n/a | IRS990 | 990 |
990-EZ Short Form Return of Organization Exempt from Income Tax | n/a | IRS990EZ | 990 |
990-N Electronic Notice (e-Postcard) for Tax-Exempt Organizations not Required to File Form 990 or 990-EZ | n/a | IRS990N | 990 |
990-PF Return of Private Foundation | n/a | IRS990PF | 990PF |
Schedule A (Form 990 / 990-EZ) | n/a | IRS990ScheduleA | SchA |
Schedule B (Form 990 / 990-EZ / 990-PF) | n/a | IRS990ScheduleB | View > Contributor / Officer > Contributor Information |
Schedule C (Form 990 / 990-EZ) | n/a | IRS990ScheduleC | SchC, SchC-2 |
Schedule D (Form 990) | n/a | IRS990ScheduleD | Bal, Bal-2, Audit |
Schedule E (Form 990) | n/a | IRS990ScheduleE | SchE |
Schedule F (Form 990) | n/a | IRS990ScheduleF | Grants |
Schedule G (Form 990 / 990-EZ) | n/a | IRS990ScheduleG | Event, Event-2, Event-3, Event-4, SchG |
Schedule H (Form 990) | n/a | IRS990ScheduleH | Fac, Fac-2, Fac-3, SchH, SchH-2, SchH-3 |
Schedule I (Form 990) | n/a | IRS990ScheduleI | Grants |
Schedule J (Form 990) | n/a | IRS990ScheduleJ | View > Contributor / Officer > Officer Information, SchJ |
Schedule K (Form 990) | n/a | IRS990ScheduleK | SchK |
Schedule L (Form 990 / 990-EZ) | n/a | IRS990ScheduleL | Ques |
Schedule M (Form 990) | n/a | IRS990ScheduleM | SchM |
Schedule N (Form 990) | n/a | IRS990ScheduleN | SchN |
Schedule O (Form 990) | n/a | IRS990ScheduleO | 990, PSA, Ques-3, SchO |
Schedule R (Form 990) | n/a | IRS990ScheduleR | SchR |
Form 2220 | Form 990-PF, Part VI, line 8 | IRS2220 | PenPF |
Form 3115 | n/a | IRS3115 | 3115, 3115-2, 3115-3, 3115-4, 3115-5, 3115-6, 3115-7, 3115-8 |
Form 4562 | Form 990-PF, Part I, line 19, col (a) | IRS4562 | Asset module / Even-2PF, Event-4, Exp-2, ExpPF, Rent-2 |
Form 8275 | n/a | IRS8275 | n/a |
Form 8275-R | n/a | IRS8275R | n/a |
Form 8868 | n/a | IRS8868 | Ext, ExtPF |
Form 8925 | n/a | IRS8925 | n/a |
Form 926 | n/a | IRS926 | 926, 926-2 |
Affiliate Listing | Form 990 Box H(c) | AffiliateListing | 990 |
Compensation Explanation | Form 990-EZ, Part IV | CompensationExplanation | View > Contributor / Officer > Officer Information |
Reasonable Cause Explanation | Form 990 / Form 990-EZ / Form 990-PF, Part VI, line 8 - FTF explanation | ReasonableCauseExplanation | 990 / PenPF |
General Explanation Attachment | n/a | GeneralExplanationAttachment | ELF |
Transfers Re Personal Benefits Contracts Declaration | Form 990-EZ, Part V | TransfersPersonalBenefitsContractsDeclaration | Ques-EZ |
Employee Compensation Explanation | Form 990-EZ | EmployeeCompensationExplanation | View > Contributor / Officer > Officer Information |
Contractor Compensation Explanation | Form 990-EZ | ContractorCompensationExplanation | SchJ |
Affiliated Group List | Schedule C, Part II-A | AffiliatedGroupSchedule | SchC |
Explanation When Not Completing All Averaging Columns | Schedule C, Part II-A, lines 2a through 2f | AveragingAttachment | SchC |
Section 168(f)(1) Property Explanation | Form 4562, line 15 | Section168f1PropertyExplanationStatement | Asset module / 4562 |
Gain or Loss on Sale of Other Assets Statement | Form 990-PF, Part I, line 6a | GainLossFromSaleOtherAssetsSchedule | SchD |
Sales of Inventory Statement | Form 990-PF, Part I, line 10c | SalesOfInventorySchedule | Even-2PF |
Other Income Statement | Form 990-PF, Part I, line 11 | OtherIncomeSchedule2 | IncomePF |
Legal Fees Statement | Form 990-PF, Part I, line 16a | LegalFeesSchedule | ExpPF |
Accounting Fees Statement | Form 990-PF, Part I, line 16b | AccountingFeesSchedule | ExpPF |
Other Professional Fees Statement | Form 990-PF, Part I, line 16c | OtherProfessionalFeesSchedule | ExpPF |
Taxes Expense Statement | Form 990-PF, Part I, line 18 | TaxesSchedule | ExpPF |
Depreciation Statement | Form 990-PF, Part I, line 19 | DepreciationSchedule | Asset module / Even-2PF, ExpPF, Rent-2 |
Amortization Statement | Form 990-PF, Part I, line 23 | AmortizationSchedule | Asset module / Even-2PF, ExpPF, Rent-2 |
Other Expenses Statement | Form 990-PF, Part I, line 23 | OtherExpensesSchedule | ExpPF |
Other Notes and Loans Receivables | Form 990-PF, Part II, line 7 | OtherNotesLoansReceivableShortSchedule2 | BalPF |
Investments Government Obligations Statement | Form 990-PF, Part II, line 10a | InvestmentsGovtObligationsSchedule | BalPF |
Investments Corporate Stock Statement | Form 990-PF, Part II, line 10b | InvestmentsCorpStockSchedule | BalPF |
Investments Corporate Bonds Statement | Form 990-PF, Part II, line 10c | InvestmentsCorpBondsSchedule | BalPF |
Investments Land, Building, and Equipment Statement | Form 990-PF, Part II, line 11 | InvestmentsLandSchedule2 | BalPF |
Investments - Other Statement | Form 990-PF, Part II, line 13 | InvestmentsOtherSchedule2 | BalPF |
Land, Buildings, and Equipment Statement | Form 990-PF, Part II, line 14 | LandEtcSchedule2 | BalPF |
Other Assets Statement | Form 990-PF, Part II, line 15 | OtherAssetsSchedule | BalPF |
Other Liabilities Statement | Form 990-PF, Part II, line 22 | OtherLiabilitiesSchedule | BalPF |
Other Increases Statement | Form 990-PF, Part III, line 3 | OtherIncreasesSchedule | BalPF |
Other Decreases Statement | Form 990-PF, Part III, line 5 | OtherDecreasesSchedule | BalPF |
Tax Under Section 511 Statement | Form 990-PF, Part VI, line 2 | TaxUnderSection511Statement | ELF-2 |
Legislative Political Activities Explanation Statement | Form 990-PF, Part VII-A, line 1a | ExplanationOfLegisPoliticalActivities | Ques-PF |
Activities Not Previously Reported Explanation | Form 990-PF, Part VII-A, line 2 | ActivitiesNotPreviouslyReportedExplanation | Ques-PF |
Substantial Contributors Statement | Form 990-PF, Part VII-A, line 8b | ExplanationOfNonFilingWithAGStatement | Ques-PF |
Substantial Contributors Statement | Form 990-PF, Part VII-A, line 10 | SubstantialContributorsSchedule | Ques-PF |
Section 4942a Explanation Statement | Form 990-PF, Part VII-B, line 2b | Section4942aExplanationStatement | Ques-2PF |
Expenditure Responsibility Statement | Form 990-PF, Part VII-B, line 5c | ExpenditureResponsibilityStatement | ELF-2 |
Compensation Explanation | Form 990-PF, Part VIII, line 1 | CompensationExplanation | View > Contributor / Officer > Office Information |
Employee Compensation Explanation | Form 990-PF, Part VIII, line 2 | EmployeeCompensationExplanation | View > Contributor / Officer > Officer Information |
Contractor Compensation Explanation | Form 990-PF, Part VIII, line 3 | ContractorCompensationExplanation | Dist |
All Other Program-Related Investments Statement | Form 990-PF, Part IX-B, line 3 | AllOtherProgramRelatedInvestmentsSchedule | Dist |
Reduction Explanation Statement | Form 990-PF, Part X, line 1e | ReductionExplanationStatement | Dist |
Cash Deemed Charitable Explanation Statement | Form 990-PF, Part XII, line 3b | CashDeemedCharitableExplanationStatement | Dist |
Applied To Prior Year Election | Form 990-PF, Part XIII, line 4b | AppliedToPriorYearElection | Undist |
Distribution From Corpus Election | Form 990-PF, Part XIII, line 4c | DistributionFromCorpusElection | Undist |
IRS Corporate Payment | n/a | IRSPayment | ELF-2 |
Related topic: Entering data for 990 electronic returns overview
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