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Where can I find a blank S-Corp tax organizer for a potential client?

208Accountant
Level 3
I need a blank organizer for a new S-Corp that I will be preparing a 2020 return for.
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abctax55
Level 15

Entities (like a Corp or Partnership) generally provide a double entry set of books with a trial balance to use.  Organizers (at least in Lacerte, so likely the same for PTO) for entities are not available for that reason.  Trusts (?) are the only exception.  

Former Chump..umm... AllStar...This message was typed from 6 feet away so you can safely read it immediately.

If a post answers your question, click on *Accept as solution* for future searches

View solution in original post

4 Replies 4
abctax55
Level 15

Entities (like a Corp or Partnership) generally provide a double entry set of books with a trial balance to use.  Organizers (at least in Lacerte, so likely the same for PTO) for entities are not available for that reason.  Trusts (?) are the only exception.  

Former Chump..umm... AllStar...This message was typed from 6 feet away so you can safely read it immediately.

If a post answers your question, click on *Accept as solution* for future searches

View solution in original post

208Accountant
Level 3

Makes sense! Thank you!

IRonMaN
Level 15

Try my buddy Google if you think you really need one.:

s corp tax organizer - Google Search

ACME Taxes, Tatoos, Tires and Turtles (I've expanded my line of products to better serve you)
208Accountant
Level 3

Thank you!