Form 990 Schedule B for your accountant
Insights → Schedule B lists everyone whose tax-deductible gifts reached the reporting amount in a year, with name, address and total, and the non-cash gifts — ready to print or download for your accountant.
- 1
Open Schedule B
Open Insights → "Schedule B (990)".
Last year is shown first. - 2
Pick the year and rule
Choose the "Year" and the "Rule": "General rule ($5,000 or more)" or "Special rule (greater of $5,000 or 2%)". Your accountant will tell you which. Press "Show".
General or special rule. - 3
Read Part I
"Part I — Contributors" lists each person with their address and total, and whether gifts were cash ("Person") or "Noncash". "no address on file" in red means you should add their address.
Each contributor, with address and total. - 4
Read Part II
"Part II — Noncash property" lists stock, goods and other non-cash gifts with value and date.
- 5
Give it to your accountant
Press "Download spreadsheet" or print the page.
Download or print for your accountant.
Tips
- The year follows your organization's time zone.
- Shuls (churches) usually don't file a 990 — ask your accountant.
If something isn't working
"Nobody reached $5,000 in …".
No one gave that much in tax-deductible gifts that year. Check the year and rule.
A couple's giving is split between two people.
Gifts are counted per person. Ask your accountant how to report joint gifts.