IRS2File: Import Prior-Year Filing Data for 990 Series Returns with TaxZerone 

Introduction: 

Filing Form 990, Form 990-EZ, or Form 990 PF is essential for maintaining compliance, but re-entering the same organizational information year after year can be both time-consuming and frustrating. This challenge is even greater for organizations switching from another filing provider and starting on a new platform. 

To make the process easier, TaxZerone introduces IRS2File, a smart solution designed to streamline 990 Series form preparation. Whether you previously filed your return through TaxZerone or another filing platform, IRS2File helps reduce repetitive data entry and simplify return preparation, allowing exempt organizations to complete their annual filings more efficiently and with greater confidence. 

What is IRS2File?  

IRS2File is a specialized TaxZerone feature that helps tax-exempt organizations simplify the preparation of 990 Series forms by retrieving eligible prior-year filing information directly from IRS records. By allowing organizations to copy applicable data from previously filed returns, IRS2File enables both Existing customers and New TaxZerone users to prepare returns more efficiently. 

Instead of manually re-entering the same organizational information each year, IRS2File carries forward applicable data from a previously filed return, making the filing process faster, easier, and more efficient. This streamlined approach helps organizations reduce preparation time, improve accuracy, and simplify annual compliance reporting.  

Why Use IRS2File for Your 990 Series Form Filing? 

Preparing an IRS Form 990, 990-EZ, or 990-PF form often involves re-entering the same organizational information each year. Reviewing prior returns and manually transferring data can make it more time-consuming to file Form 990 returns and increase the risk of errors. 

IRS2File simplifies the process by allowing organizations to copy applicable information from a prior-year filing retrieved from IRS records into a new return. Whether you’re preparing an IRS Form 990, a Form 990-EZ IRS return, or an IRS Form 990-PF, IRS2File helps reduce repetitive data entry, streamline annual return preparation, and save valuable time. 

Key benefits of IRS2File include: 

• Save time when you file Form 990 returns by reducing repetitive data entry. 
• Copy data from prior-year filings instead of manually entering information again. 
• Simplify the transition from another filing provider with a more efficient preparation process. 
• Improve filing efficiency and spend more time focusing on your organization’s current-year financial data. 

How Does IRS2File Work? 

IRS2File simplifies the preparation of IRS Form 990, 990-EZ, and 990-PF by allowing organizations to copy data from a prior-year filing in just a few simple steps. 

Step 1: Start Your Return 

Create a new Form 990, Form 990 EZ, or Form 990-PF return in TaxZerone and provide the EIN of your organization.  

Step 2: Copy Prior-Year Filing Data 

IRS2File automatically retrieves eligible information, such as organization details, accounting methods and other applicable data,  from your prior-year filing from IRS records and carries it forward into the current return, reducing repetitive data entry. 

Step 3: Review, Update, and E-File 

Review the imported information, make any necessary updates, and securely submit your return to the IRS through TaxZerone. 

With IRS2File, organizations can spend less time entering the same information each year and focus more on their mission. 

Why IRS2File Stands Out?  

Many organizations switching to a new filing platform expect to re-enter information from their previous returns manually. IRS2File eliminates that burden by retrieving eligible prior-year filing information directly from IRS records, helping organizations get started faster. 

Depending on the form being filed, IRS2File can retrieve key organizational details and applicable prior-year filing information, including: 

• Basic organization data,  
• Tax-exempt status information,  
• Accounting details,  
• Financial information, and  
• Other relevant return data.  

This feature allows organizations to use previously filed information as a starting point and focus primarily on updating current-year information. To learn more about the specific information IRS2File retrieves for each supported form, visit our IRS2File feature page.