Completing Part VII-A and VII-B of Form 990-PF in Lacerte

1. Go to Screen 8.1, Activities Statements (990-PF).
2. Use the left panel to navigate to the Statements Regarding Activities (990-PF, Part VII) section.
3. Complete Part VI-A and Part VI-B of Form 990-PF. This is located on pages 6 and 7 of Form 990-PF in the TY24 program.

See Common questions for Exempt Organizations in Lacerte for more information.