Enter functional expenses using percentages for Form 990, Part IX

Follow these steps to enter expenses on a functional basis using percentages for Form 990, Part IX. These steps apply only to client entity type 990E (exempt organization).
These steps use an example of other salaries and wages.
  1. Open the client.
  2. Select the
    Income & Deductions
    folder, then
    Exp
    or
    Exp-2
    .
  3. Open the statement for the indirect expense.
  4. For
    Mgmt & General Percentage
    in this statement, enter the percentage of the expense that should be allocated to Management and General.
  5. For
    Fundraising Percentage
    in this statement, enter the percentage of the expense that should be allocated to Fundraising.
  6. Select
    OK
    to close the statement.
The application displays the expense amounts allocated on a functional basis on the screen.
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