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Can you print organizers for S-Corps?

Level 1

I have a client that is wanting an organizer for his business. How do I print that if I can?

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2 Replies 2
Level 1

Contacted support for same issue and was told you can not print organizers for Corps,..only individuals and fiduciary.   You might want to construct an organizer through the client letter,...only option I saw.  Tip in copy & paste,...copy from the notepad instead of word.  Word processing is not that user friendly.

Level 15

We put together a PBC list for each business client - in Word or Excel.