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Level 1
December 31, 2020
Question

Non 1040 Organizers

  • December 31, 2020
  • 2 replies
  • 16 views

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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2 replies

sjrcpa
Level 15
December 31, 2020

not an option in Intuit software.

The more I know the more I don’t know.
George4Tacks
Level 15
December 31, 2020

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!