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Exempt Tax Desk

The Exempt Organization Tax Desk

Exempt Tax DeskResearch and review tools for Form 990, 990-PF & 990-T

Research, review, and solve exempt organization tax issues with source-backed tools built for exempt organization compliance.

Ask Exempt Tax Desk Review a return

3 free questions. No signup required.

New · ETD Agent Beta

Tell ETD what you need to get done.

Start with the objective instead of choosing the tool. ETD determines the appropriate research and review workflow.

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New for tax professionals

Exempt Tax Desk for Excel

Review selected workpaper data, investigate EO tax issues and create reviewer-ready findings without leaving Excel.

Explore the Excel Pilot

New · QuickBooks Review Beta

Review Form 990 and 990-T exposure from QuickBooks Online.

Connect a QuickBooks Online company and get reviewer-ready findings on compensation, unrelated income and balance-sheet items. ETD only reads the accounting data needed for this review. It does not create, edit or delete anything in QuickBooks.

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What Exempt Tax Desk does

One exempt organization tax desk, six ways to use it.

  • Ask Exempt Tax Desk

    Research a Form 990, 990-PF or 990-T question and get an answer grounded in cited authority.

    Ask a question

  • IRS Notice Review

    Upload an IRS notice for a plain-English explanation, next steps and a drafted response when appropriate.

    Review a notice

  • Return Review

    Upload a completed Form 990 or 990-PF for an AI-assisted second review of inconsistencies and missing schedules.

    Review a return

  • K-1 Review

    Analyze a partnership K-1 package for UBTI, Form 990-T, Form 8865 and Form 926 implications.

    Review a K-1 package

  • Where Does This Go?

    Describe a transaction and find the form, part, schedule and line where it belongs.

    Find the reporting location

  • Board Decks

    Turn a filed Form 990 or 990-PF into a board-ready PowerPoint presentation.

    Build a board deck

Quick Tools

Calculators

Form 990 and 990-PF penalty and interest, the 5% distribution requirement, and compensation reporting.

Open calculators

Organization Lookup

Search nonprofit and private foundation filing information by name or EIN.

Look up an organization

Why Exempt Tax Desk

Save time, reduce errors, stay compliant.

Exempt Tax Desk gives instant answers and helps nonprofits and their advisors work through the forms with confidence.

  • Authority-grounded answers

    Answers traced to the Code, regulations, rulings and current IRS instructions.

  • Nonprofit focused

    Built around Form 990, Form 990-PF, private foundation distribution requirements and exempt organization compliance.

  • Citations and recency

    Every answer shows the supporting authority, the applicable year and whether it is current.

Research

Ask Exempt Tax Desk

Authoritative tax guidance, backed by citations and built to stay current.

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Access

Free to ask. Free account when you need more.

No card, no subscription — 3 questions with no signup, 9 questions a day with a free account.

Free

Put a real exempt-organization question to Exempt Tax Desk.

  • 3 questions
  • No signup required
Ask Exempt Tax Desk

Free Account

Keep working through a filing with a free account — every day, on any device.

  • 9 questions each day
  • No card required
  • No subscription
Create a free account

How it works

  1. 01

    Ask

    Enter your nonprofit tax or compliance question.

  2. 02

    Review the research

    Receive a concise, practitioner-level research answer with its supporting authority.

  3. 03

    Apply with confidence

    Use the information to research and understand the applicable compliance issue.

Coverage

Built for nonprofit tax questions

  • Form 990
  • Form 990-PF
  • Form 990-T
  • Private Foundations
  • UBIT
  • Exempt Organization Compliance
  • Excise Taxes

Tax preparation

Need help preparing or filing the return?

Professional preparation and filing support for Form 990, 990-EZ, 990-PF and eligible Form 990-N organizations.

Get experienced help preparing your exempt organization return, from straightforward filings to more complex reporting issues. Preparation is handled by our tax team, separately from the self-service research tools.

Get Tax Preparation HelpNot sure which return you need? We can help.

Knowledge center

Resources

Practical explanations of the rules behind the forms.

View all resources

Have a nonprofit tax question?

Get a clear answer from Exempt Tax Desk in seconds.

Ask Exempt Tax Desk