Form 990-EZ (2017) (2)

Use a 990 Ez 2017 template to make your document workflow more streamlined.

What Form 990-EZ (2017) is

Form 990-EZ (2017) (2) is the IRS information return used by eligible tax-exempt organizations to report financial and organizational information. It is shorter than Form 990 but still requires accurate reporting of revenue, expenses, assets, liabilities, governance, and selected activities. An organization prepares the applicable sections, reviews entries, obtains authorized signatures, and submits the return through the required IRS process. signNow can help prepare, route, e-sign, and preserve the completed PDF and audit trail, but it does not determine eligibility, replace tax advice, or submit the return to the IRS.

Nonprofit organizations

Nonprofit administrators use Form 990-EZ preparation workflows to collect officer approvals, maintain an auditable record, and coordinate supporting contracts, invoices, consent forms, and internal authorizations. The form itself is an IRS information return, so signNow supports preparation and signature evidence rather than replacing IRS filing requirements.

Tax and finance teams

Tax professionals and authorized officers use signNow to route the completed Form 990-EZ for review and signature. Related engagement letters, NDAs, HR forms, and invoices can follow separate workflows with controlled access and stored completion records.

Business types that use Form 990-EZ workflows

Form 990-EZ workflows are most useful when nonprofit financial reporting requires review, authorized approval, and a retrievable signing record.

Small nonprofit treasurers use Form 990-EZ workflows to coordinate financial figures, officer review, and final signature before the organization completes its IRS submission process.
Tax preparers serving eligible exempt organizations use structured routing to collect client corrections, authorized signatures, and a preserved completion record for each Form 990-EZ.
Multi-entity nonprofit finance teams use shared templates and controlled permissions to standardize review while keeping each organization’s Form 990-EZ data and audit evidence separate.

Form preparation

Upload the Form 990-EZ PDF and use detected fields or manually place signature, date, and review fields without changing the return’s substantive tax information.

Approval routing

Route the completed return to an authorized officer for review and signature, keeping preparer and signer responsibilities distinct within the workflow.

Audit trail

Capture timestamps, signer identity details, actions, and completion history so the organization can document how its Form 990-EZ was approved.

Record preservation

Store the signed PDF and completion evidence together, supporting later internal review and reconciliation with the organization’s IRS filing records.

Reusable workflow

Use templates for recurring nonprofit approval packages while reviewing each year’s Form 990-EZ fields against current IRS instructions before sending.

Mobile access

Continue review on supported mobile apps when an authorized officer is away from a desk, while retaining the same completed document and audit evidence.

Steps to prepare Form 990-EZ

Prepare the exact Form 990-EZ PDF, collect authorized approval, and preserve signing evidence before completing the separate IRS filing process.

Upload form:
Upload the Form 990-EZ PDF.
Check fields:
Review detected fields and add signature fields.
Send return:
Send it to the authorized officer.
Store records:
Download the signed PDF and audit trail.

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How Form 990-EZ signing works

The signNow workflow prepares the Form 990-EZ for review and signature while leaving tax determination and IRS submission with the organization.

Upload return: Upload the Form 990-EZ PDF into signNow.
Prepare fields: Review detected fields and add required fields.
Route approval: Send the return to the authorized officer.
Preserve evidence: Store the signed PDF with its audit trail.

Authenticate signer:

Email link and optional SMS authentication identify the intended signer.

Capture timestamp:

The platform records the signing event with a precise timestamp.

Hash document:

A document hash helps detect changes to the signed Form 990-EZ.

Seal record:

Completed files receive tamper-evident protection with signing history attached.

Log actions:

Each signer action, access event, and completion status remains traceable.

Export trail:

Authorized users retrieve or export the audit trail with the completed file.

Find and fill out the correct 2011 form 990 or 990 ez sch a printable 2017 2019

airSlate SignNow helps you fill in and sign documents in minutes, error-free. Choose the correct version of the editable PDF form from the list and get started filling it out.

Versions	Form popularity	Fillable & printable
IRS Instructions Schedule A (990 or 990-EZ) 2022	4.8 Satisfied (1151 Votes)
IRS Instructions Schedule A (990 or 990-EZ) 2020	4.8 Satisfied (2002 Votes)
IRS Instructions Schedule A (990 or 990-EZ) 2019	4.8 Satisfied (339 Votes)
IRS Instructions Schedule A (990 or 990-EZ) 2017	4.8 Satisfied (6633 Votes)
IRS Instructions Schedule A (990 or 990-EZ) 2011	4.6 Satisfied (1365 Votes)

Setting	Recommendation
Authentication method	Email link with SMS verification
Signature type	Electronic signature with signer intent
Audit trail	Enabled for every completed return
Document retention	Three years under IRC §6501(a)
Encryption	TLS 1.2/1.3 and AES-256 protection

Security for Form 990-EZ records

Transport encryption:

TLS 1.2/1.3 in transit

Stored encryption:

AES-256 protects stored records

Security assurance:

SOC 2 Type II certification

Information security:

ISO 27001 certification

Electronic signatures:

ESIGN and UETA compliant

Document evidence:

Audit trails preserve signing history

Form 990-EZ record retention schedule

Retention depends on the tax record and filing circumstances; preserve the signed return and audit evidence under the applicable rule.

Three years: federal tax records

Keep records for three years from filing under IRC §6501(a).

Six years: substantial understatement

Retain six years when a 25% or greater income understatement applies under IRC §6501(e).

Indefinite: fraudulent return

Retain indefinitely when fraud is involved under IRC §6501(c).

Indefinite: no return filed

Retain indefinitely when no return is filed under IRC §6501(c).

State periods: verify separately

Check state requirements because state retention periods can exceed federal periods.

Best practices for Form 990-EZ records

Accurate retention and controlled evidence handling help organizations support their Form 990-EZ preparation, review, and filing records.

Apply the applicable IRS retention period

Keep the signed Form 990-EZ, completion certificate, and audit trail together in a controlled repository. Federal tax-record retention depends on the record and circumstances; IRC §6501(a) generally provides a three-year assessment period, extending to six years for a substantial understatement and indefinitely for fraud or an unfiled return.

Export the completed evidence

Export the completed PDF and audit trail after signing, then verify that the files open correctly and preserve the final version. Record the filing date, responsible officer, and storage location so later reviewers can connect the signed document with the organization’s IRS submission record.

Limit access to tax records

Restrict access to authorized officers, tax professionals, and reviewers who need the Form 990-EZ. Use role-based permissions, remove former users promptly, and avoid placing tax identifiers or governance records in broadly shared folders without an approved business purpose.

Archive the original record

Use encrypted storage and maintain a second approved copy when organizational policy requires business continuity. Do not alter the signed PDF after completion; preserve the original file, certificate, and audit trail as separate evidence of the signing event.

Risks in Form 990-EZ handling

IRS rejection

Incomplete return

Invalid authorization

Wrong signer

Missing evidence

Late retention

Indefinite exposure

Unfiled return

signNow	DocuSign	Adobe Acrobat Sign	Feature
Form PDF upload and signing	Yes	Yes	Yes
Audit trail for completed records	Yes	Not verified	Not verified
Mobile signing access	Yes	Not verified	Not verified
IRS filing submission included	Yes	Not verified	Not verified

Form 990-EZ signing and filing FAQ

These answers distinguish signNow’s signing workflow from the organization’s separate IRS preparation, filing, and retention responsibilities.

Upload the official Form 990-EZ (2017) (2) PDF again and confirm that the document is complete before placing fields. signNow Business supports document uploads, templates, and audit trails; it does not validate the organization’s tax calculations or determine whether Form 990-EZ is permitted.

Use signNow’s field placement tools to add only the required signature, date, and review fields. Compare every substantive entry against the organization’s records and IRS instructions. A detected field does not confirm that the figure, schedule, or organizational answer is correct.

Business includes audit trails and legally binding eSignatures at $8/user/month with annual billing. The verified plan information does not state that signNow submits Form 990-EZ to the IRS, so complete the applicable IRS filing process separately after signing.

ESIGN and UETA provide a legal framework for electronic signatures when intent, consent, attribution, and record retention requirements are satisfied. Confirm that the authorized nonprofit officer consents and that the organization’s filing procedure accepts the signed electronic record.

Business Premium costs $15/user/month with annual billing and adds bulk send, but bulk sending does not replace organization-specific review. Use separate records and signer routing for each Form 990-EZ rather than copying figures between entities.

Business supports audit trails, while Enterprise adds advanced signer authentication. Select authentication based on the organization’s risk policy, then preserve the completed PDF and audit trail together for the applicable IRC §6501 retention period.

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