Where are the reports for federal tax filing for my 990in the Online version of Quickbooks? In the desktop version, there were several reports that assisted me with 990?

Hello there, financial2,

You can run these reports to help you out on Form 990:

• 1099 Transaction Detail Report
• Profit and Loss
• Balance Sheet

Here's how:

1. Click Reports on the left pane.
2. Type the name of the report on the search box, then click to open.

You can also customize the reports to check on the details. Check out the instructions on how to file Form 990 in the IRS website.

Let me know if there's anything else I can help you with.

The 1099 report is empty for me. I am not surprised.

There are reports in the NonProfit desktop version that helps me fill out the 990 by line item. I had 990 line item numbers associated with P&L categories. The report built into the desktop version would print out the listing so i could fill in the 990. None of that i can find in the Online version. Why?

Hello, @financial2.

Thank you for following up with us. I want to make sure that your concerns are addressed on finding 1099 reports in QuickBooks Online.

Some customers find this link helpful in getting the reports they need for their 1099. This article will outline the details on 1099S Built Report in QuickBooks Online.

If you have any more questions, please don't hesitate to reach back out.

Again i am looking for the reports from the desktop version that help me with 990 filing. they were labeled Tax reports, tax prepartion, etc. I am not looking for 1099 and never have.

Let me chime in, @financial2.

I’ve got you covered and can help you locate the 990 Form.

I can provide you a link below that gives you a description of the IRS Form 990 and lead you in the right direction.

https://quickbooks.intuit.com/learn-support/en-us/tax-forms/form-990-990-ez/00/370746

Should you have any other questions, feel free to leave a comment below.

You are the second person at Quickbooks that has not read my question. I am not looking for 1099 or 990. I am looking for tax reports within Quickbooks Online that are identical to the tax reports that are in Quickbooks Desktop NonProfit. 

Thank you for reaching back out, @financial2.

To view tax reports you can choose between a few.

1. Expenditures by Vendor Summary Report.
2. 1009 Summary or 1099 Detail Report.
3. Income Tax Summary report.

You can customize all these reports by clicking on the Customize button to best fit your needs.

If you have any additional questions, feel free to get back in touch.

1 won't work because it doesn't set the expenses by tax item.

2 is blank.

3 doesn't exist in Quickbooks Online. Can someone look at the reports in Online and find the one that is the Tax report like the one in Desktop

I appreciate you for getting back to us here in the Community, @financial2.

The closest reports available in QuickBooks Online would only be the 1099 Transaction Detail, Profit and Loss, and Balance Sheet. I understand how the feature you need from the Desktop version is beneficial to your business.

To ensure your voice is heard, I can pass along another feature request on your behalf. In the meantime, you can visit our blog and sign up to our Newsletter to keep you in the loop about the latest features being rolled out. This way, you’ll receive email updates about changes in the product.

Please know your voice is important to us, and we take customer’s suggestion as an opportunity to guide us on which area of the product we need to improve on.

If there’s anything else I can help you with, click the Reply button and post a comment. I’ll be right here ready to help you. Have a good one.

I know this is an old thread/concern but I was wondering what reports you used in the desktop version to file your 990? Also, did you ever get a straight answer as to where they were in QBO?

Greetings,@tgrand64.

Welcome to the Community. Allow me to help you run the report where you can file form 990.

You can run the Statement of Functional Expense report and file form 990 from there. Here's how you can run the report:

1. Open your QuickBooks Desktop company.
2. Select Non-profit from the upper left.
3. From the bottom, choose Non-profit reports.
4. Run Statement of Functional Expense (990) report.

On the other hand, you can change the company type into Non-profit in QuickBooks Online but the Statement of Functional Expense (990) report is unavailable.

Please feel free to post your concerns. Have a good and stay safe always!

@tgrand64 @financial2 

Reading this thread was both comical and extremely disheartening. I am also looking for an easy way to run the Statement of Functional Expenses report that was readily available in QB Desktop, but glaringly absent from QBO. QBO "support" is a huge joke, made even more obvious in this thread from the multiple people who clearly didn't understand or read the original request.

For the record for anyone still needing to pull this information, I am using a Statement of Activity by Class report, (or you can do a regular Statement of Activity and then choose Classes in the "Display columns by" dropdown), then using customization to filter down to "All Expenditures Accounts" in the "Filter>Distribution Account" dropdown. It SHOULD be a very simple thing for QBO to add as a built-in report, but 2 years later we are still having to figure this out for ourselves.

It is absolutely unacceptable for there to be the option to set up your company as a nonprofit organization, and then not have the option to run a Statement of Functional Expenses report, especially when it it is offered in the desktop version of QB. Isn't the point of moving to QBO to increase efficiency and functionality? And yet, less reporting capabilities are offered in QBO than the outdated QB desktop products. I have been severely disappointed in QBO and this new revelation, along with the obvious lack of helpful support, has me considering switching back to desktop.

This is most unhelpful.

Please make sure that the Statement of Functional Expenses are immediately available in QBO.

This is most unhelpful.

You spoke my mind. Separately, would it be possible to share this report that you have created as a template? Thanks.

We have recently upgraded from desktop to QuickBooks online where are the federal forms for the 992 complete taxes

Hello there. It's nice to have you added to our QuickBooks Online (QBO) users.

As much as we'd like to guide you through your query, however, we need a few more details. Can you tell us what specific form are you looking for in QBO? Is the form intended for Payroll Tax, Income Tax, or Sales Tax? Any information you can provide will be a great help for us to determine your concern.

We're looking forward to hearing back from you. The Community team always has your back. Have a good one.