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Non 1040 Organizers

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!

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2 Replies 2
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. 


ex-AllStar