Entering Form 990/990-EZ ID of excess contributors in ProConnect Tax

Generating the ID of excess contributors:

1. From the Input Return tab, go to Revenue ⮕ Contributions, Gifts, and Grants ⮕ Schedule of Contributors.
2. Enter contributor information if you haven't already. Enter the name of the contributor in the Name input.
3. Make sure that there is an amount entered in the Cash contributions input for each contributor.
4. Click on the + button next to the current tab to add more contributors, if necessary.
5. From the Input Return tab, go to Form 990 Schedules ⮕ Charity Status & Support (Sch A) ⮕ ID of Excess Contributors.
6. Select the name of the contributor in the Link to contributor for 20XX amount drop down input.
7. Enter any contributions for prior years in the other inputs on this screen.
   • Any current year contributions should flow from the Schedule of Contributors input screen, or you can use the 20XX amount [Override] input to override the current year contributions on this screen.
8. To add additional amounts, click on the + button next to the current tab to add more ID of Excess Contributors.

The excess contributions should now flow to the Schedule A, Part II, line 5, column (f).