This article provides instructions on how to create a new 990-PF return within the CrossLink Business software.
Follow the instructions below to successfully create a new Form 990-PF return in CrossLink Business:
- Follow the instructions for Business - Starting a Tax Return. When selecting the entity type, choose 990.
- On the Client Data Screen, scroll down to the Organization Information section. Select the checkbox next to Private Foundation (Filing Form 990-PF).