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    Non 1040 Organizers

    DanaSJ
    Level 1
    ‎12-31-2020 12:34 PM

    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 Comments 2
    sjrcpa
    Level 15
    ‎12-31-2020 12:41 PM

    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

    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!






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