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USA Tax — Form 990

in use #22 · Accounting

Form 990 worksheets built from Vitta and donor history, for the CPA to file

Why it exists: An institution with a USA arm files Form 990 annually, and its CPA needs figures traceable to the books rather than retyped from a summary. Aayojana produces a workbook with one sheet per major Part, populated from Vitta's ledger and the donor history. It deliberately stops short of e-filing: functional expense classification and officer compensation need judgement the application does not hold, so the CPA imports these sheets and completes them.

Sub-modules

live

Part VIII — Revenue

Income aggregated by source from the Vitta ledger

partial

Part IX — Functional Expenses

Expense totals by account; the Program / Management / Fundraising split is left to the CPA

live

Part X — Balance Sheet

Balance-sheet line items from the ledger

live

Part I — Summary

Summary sheet with every line the CPA must complete clearly marked

live

Excel Export

One workbook, one sheet per Part, with a notes sheet stating what is deliberately not computed

planned

Part VII — Compensation

Officer and director flagging is not yet modelled in Staff Details

USA Tax — Form 990

Sub-modules

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