CLA 990 Exchange Simplifies Nonprofit Information Return Process

  • CLA happenings
  • 6/24/2020
The CLA 990 Exchange is an innovative, easy-to-use technology for the Form 990 process

This year’s tax deadline change to July 15 includes Form 990 information returns. CLA 990 Exchange is a new technology that makes the process easier for nonprofits.

CLA (CliftonLarsonAllen LLP) announced today that it is offering a new tax solution to help nonprofit organizations file their information returns.

CLA 990 ExchangeSM is an easy-to-use web-based tool that allows nonprofits to enter information and upload documents needed for Form 990 preparation. Nonprofits, health care organizations, credit unions, higher education organizations, charter schools, and other similar organizations must file a Form 990.

“We’re moving to an online collaborative approach with CLA 990 Exchange,” said John Tauer, managing principal of CLA’s nonprofit team. “In real time, we can see the client’s information submission progress, and then flow that information to our tax software, increasing the efficiency of the data gathering process. In addition, this allows for more time to focus on the critical insights identified during the compliance process.”

Using the technology, CLA professionals can also pull information from the prior year’s Form 990 to prepopulate sections of CLA 990 Exchange.

CLA offers financial tools to help nonprofits navigate PPP loan forgiveness and provides thought leadership through its Innovation in Nonprofit Finance blog. CLA professionals also share updates and insights as part of the COVID-19 Resource Center and on the CLA livestream series.

To learn more, visit

About CLA

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 130 locations, and a global vision, we promise to know you and help you. CLA (CliftonLarsonAllen LLP) is an independent network member of CLA Global. See Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Experience the CLA Promise