Nonprofit Pro Bundle (2025 + 2026) — 501(c)(3) Form 990 Bookkeeping Spreadsheet (Excel & Google Sheets)

Both tax years, one purchase. The Pro edition of our Form 990 workbook for 2025 and 2026 — file this year and be ready for next.

For 501(c)(3) nonprofits and small charities. Each file holds up to 3,000 transactions.

• Paste one amount exactly as your bank shows it — the workbook takes the absolute value for you.
• Auto-sorts into Form 990 categories using built-in rules you can switch on or off; your own rules always win.
• Needs Attention tab shows only the rows still missing a category.
• Cash Balance + bank check — type your bank's year-end balance and instantly see whether your books match.
• Officers & Hours tab — the Form 990 Part VII roster ready for your CPA.
• Statement of Activities, Functional Expenses, Statement of Financial Position, donor log, Budget vs. Actual. Negative Change in Net Assets shows in red.

Works in Microsoft Excel, Google Sheets, and LibreOffice. Instant digital download.

This is a bookkeeping template — not tax software or tax advice, and not affiliated with the IRS. Digital download — no refunds.