How do I start the process of having OmegaFi file my organization’s tax return?

To provide the information needed to process your return, you will need to submit a 990 report on Vault.  

Follow these steps:

• Log into Vault, go to Accounting>Accounting Tools>Tax Filing. 
• Verify that your organization’s Federal Tax Identification Number (EIN), Mailing Address, Accounting Method, and Fiscal Period are correct under the “Tax Profile” heading.

• Under 990 Report, click “Add 990 Report” to begin a new report for the tax year of the return that you wish to have processed.

• Be sure to complete all sections of the report and click "authorize" to submit the report.