990 prep document index
Start with the checklist your own preparer supplied and the exact year under review. Grantkeeper groups financial statements, board records and program summaries under that list. It does not decide which form your organization must file.
Fictional example.
Start with the source records
Start with the checklist your own preparer supplied and the exact year under review. Grantkeeper groups financial statements, board records and program summaries under that list. It does not decide which form your organization must file.
Keep original records unchanged and restrict access to the working folder. If a requested item is absent, the index says missing rather than not applicable. Ask the preparer how to resolve each gap; the assistant does not fill tax forms or sign a return.
Check before using the draft
Gather and organize only. A qualified preparer decides filing duties, classifications and form answers.
Use QuickBooks, Xero. Read the board records guide.
Sources: QuickBooks documentation, Xero documentation
What you send
Use our preparer’s checklist to index these year-end files. Gather and organize only.
What Grantkeeper prepares
A document index tied to the preparer’s checklist, with file dates, missing records and questions for the finance lead.
What to keep in mind
Gather and organize only. A qualified preparer decides filing duties, classifications and form answers.