Exempt Organization Tax Desk
Exempt Tax Desk Return Review
Upload an exempt organization return for an AI-assisted second review focused on potential reporting inconsistencies, missing disclosures, unusual items, and areas that may warrant additional professional review.
Return Review currently supports Form 990 and Form 990-PF. Form 990-EZ and Form 990-T are not yet supported. Returns up to 100 pages. Free while in early release.
What the review looks at
Internal consistency
Part I against Part VIII and Part IX, the functional expense columns against the total, the balance sheet against reported net assets, and the net asset roll-forward against the operating result.
Required schedules
Every Part IV checklist answer is compared against the schedules actually filed, in both directions — a "Yes" without its schedule, and a schedule without a question that requires it.
Compensation reporting
Part VII reportable compensation from the organization and related organizations measured against the Schedule J threshold and the Part IV, line 23 answer.
Revenue and expense classification
Unrelated business revenue on the face of Part VIII, professional fundraising fees against Schedule G, fundraising allocation against contribution revenue, and the program expense ratio.
Private foundation items
Distributable amount against the minimum investment return, qualifying distributions against the distribution requirement, section 4940 excise tax, undistributed income and chapter 42 questions.
Year-over-year movement
Material swings in total revenue and expenses where the return reports a prior-year column, including their effect on public support.
Upload the return
Upload the complete return as a single text-based PDF, including all schedules. Scanned or image-only PDFs cannot be read.
Files are used to perform your review and are not intentionally retained after processing. Please avoid including unnecessary sensitive information.
Form 990 or Form 990-PF, PDF, up to 100 pages.
Return Review is an AI-assisted second review of the document you upload. It is not legal, tax or accounting advice, it does not replace professional judgment, and it is not a guarantee that a return is complete, consistent or correct. Findings are limited to what the uploaded document reports; issues can depend on books, records and facts outside the return. Review every item with a qualified tax professional before filing or relying on it.
Questions
- Which returns are supported?
- Form 990 and Form 990-PF. Form 990-EZ and Form 990-T are not yet supported. Upload the e-filed PDF; scanned or image-only copies cannot be read.
- How does the review decide what to flag?
- Every finding is computed in code from figures and answers read off the return: totals that do not foot, a balance sheet that does not balance, a Part IV "Yes" answer without the schedule it requires, compensation above the Schedule J threshold, unrelated business revenue on the face of Part VIII, or a private foundation distribution shortfall. No finding comes from keyword matching.
- Is a clean review a conclusion that the return is correct?
- No. The review tests relationships it can read from the uploaded document. Checks that depend on a figure the return does not report are not run, and the report says how many checks were evaluated.
- What happens to the return I upload?
- It is processed to produce your review and is not intentionally retained after processing.