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990-N Tax Filing Tracker

Prepares your council's IRS Form 990-N (e-Postcard) with prefilled data, links you to the IRS portal, and records the filing to keep tax-exempt status.

Who uses it
Financial Secretary (prepares and records the filing); the Grand Knight is listed as the principal officer.
Where
Compliance → Tax Filing.

When to use it

Knights of Columbus councils are tax-exempt under Section 501(c)(8) and must file with the IRS every year to keep that status. Most councils file Form 990-N because gross receipts are normally ≤ $50,000. The deadline is the 15th day of the 5th month after your fiscal year ends — May 15 for a December year end, November 15 for a June (Columbian) year end. File on time, every year — missing three consecutive years triggers automatic revocation.

Step by step

  1. Go to Compliance → Tax Filing. Expand "What is the 990-N e-Postcard?" if you want the full background.
  2. In Tax Settings, enter your council's EIN, set the Fiscal Year End Month (December or June for most councils), and add your website. Save settings — the filing card stays locked until the EIN is set.
  3. Review the Form 990-N review card: EIN, tax year, legal name, mailing address, principal officer (the Grand Knight), gross receipts, and the ≤ $50,000 check. Use the copy buttons to copy each value exactly. Expand "Show breakdown" to see how gross receipts were derived from categorized deposits.
  4. Click Open IRS e-Postcard Portal, sign in with your IRS account, and enter the values on the IRS site. Submit there and save the confirmation number.
  5. Back in DuesSync, click Mark Tax Year … as Filed, paste the IRS confirmation number, add any notes, and Confirm Filing. The status banner turns green and the filing appears in Filing History.

Tips & gotchas

  • Three consecutive missed years = automatic revocation of tax-exempt status. Reinstatement means filing Form 1024 and paying a $600+ user fee — file every year.
  • 990-N filers don't need a Form 8868 extension and there's no late penalty, but the 3-year revocation rule still applies.
  • If gross receipts exceed $50,000, the card flags it — you must file Form 990-EZ (or 990) instead of 990-N.
  • The gross-receipts figure comes from categorized bank deposits; categorize transactions in Finance first so the number is accurate. Skipped transfers/refunds are excluded.
  • DuesSync does not file with the IRS for you — it prepares and tracks; the actual submission happens on the IRS portal.

Related

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