HelpOne can produce the figures you need for IRS Form 990 and New York Form CHAR 500 from the records you already keep: donations, expenses, restricted funds, and volunteer hours.
## Steps
- Go to Reports & Insights (or Finances, then Reports).
- Open Form 990 or Form CHAR 500.
- Set the fiscal year.
- Review the totals. Drill into a line if a number looks off.
- Export or download the report for your accountant or filing.
These reports are only as good as the underlying data. Before year-end, review donations, restricted funds, expenses, and volunteer hours.
Tip: Run a mid-year 990 preview so surprises show up in July, not in filing season.
