DanaSJ
Level 1

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!

0 Cheers
sjrcpa
Level 15

not an option in Intuit software.


Ex-AllStar
George4Tacks
Level 15

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. 


Here's wishing you many Happy Returns