DanaSJ
Level 1
12-31-2020
12:34 PM
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Does anyone know how to create an organizer for NON 1040 clients? I have a number of non profits and business clients who would love to have an organizer. Thanks an Happy New Year!
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sjrcpa
Level 15
12-31-2020
12:41 PM
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not an option in Intuit software.
The more I know the more I don’t know.
George4Tacks
Level 15
12-31-2020
01:47 PM
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The concept is that they have a P&L and Balance Sheet.
Google will find you some generic ones that you can adapt to your needs.
Answers are easy. Questions are hard!