Get the free Form 990 Client Letter 2010.docx

CARROLL and COMPANY FREDERICK CARROLL III, CPA ABBY F. DEGREE, CPA KATHLEEN E. BROTHERS, CPA STEPHANIE G. BOTTOM, CPA LAUREL M. ELLIOTT, CPA CERTIFIED PUBLIC ACCOUNTANTS 2640-A Mitch am Drive Tallahassee,

How to fill out form 990 client letter

How to fill out form 990 client letter:

1. Begin by addressing the client letter to the appropriate individual or entity. Include their name, title, and the name of their organization.
2. Introduce yourself or your organization and explain your purpose for writing the letter. Clarify that you are requesting information for the completion of form 990.
3. Clearly state the specific information that you need from the client. Be detailed and specific about the type of information required, such as financial data, fundraising activities, or governance policies.
4. Provide instructions on how the client should provide the requested information. This can include submitting physical documents, sharing electronic files, or granting access to online platforms.
5. Set a deadline for the client to submit the information. Make sure the deadline allows you enough time to complete the form 990 accurately before the filing deadline.
6. Offer assistance and support to the client. Provide contact information and encourage them to reach out if they have any questions or need further clarification.
7. Thank the client for their cooperation and express appreciation for their efforts in providing the necessary information.

Who needs form 990 client letter?

1. Nonprofit organizations: Form 990 client letters are typically required for nonprofit organizations that are required to file form 990 with the Internal Revenue Service (IRS). This includes most tax-exempt organizations, such as charities, foundations, and religious organizations.
2. Certified Public Accountants (CPAs): CPAs often need a form 990 client letter to gather the necessary information from their nonprofit clients to complete form 990 accurately and in compliance with IRS regulations.
3. Attorneys: Attorneys representing tax-exempt organizations may also require a form 990 client letter to gather relevant information for legal and compliance purposes.

Remember, it is essential to consult with a tax professional or legal advisor to ensure compliance with all relevant laws and regulations when dealing with form 990 and related documentation.

For pdfFiller’s FAQs

What is form 990 client letter?

Form 990 client letter is a document prepared by an organization's tax preparer to accompany the Form 990 tax return.

Who is required to file form 990 client letter?

Nonprofit organizations that file Form 990 are required to include a client letter prepared by their tax preparer.

How to fill out form 990 client letter?

The form 990 client letter should include a summary of the organization's financial activities, compliance with tax laws, and any recommendations for improving tax compliance.

What is the purpose of form 990 client letter?

The purpose of the form 990 client letter is to provide additional information and context to the organization's tax return, and to address any questions or concerns raised by the IRS.

What information must be reported on form 990 client letter?

The form 990 client letter must include information about the organization's financial activities, compliance with tax laws, and any significant events or transactions that occurred during the tax year.

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