Business Organizer

spreadsheet options

990

Offices demographic information.
Contributor demographic information.

1041

Beneficiary demographic information.
Payers and types of income included in the prior-year return like mutual funds and pass-through entities.
Income and expenses from prior-year rental activities.

1065

Partner demographic information.
Changes in ownership template to add new information.

1120

To set global 1120
Organizer
spreadsheet options, open
Setup
1120 Corporation
Organizer
Spreadsheet options
.

For an individual client, open the return and go to the
Organizer
folder. In the
Organizer Options
section, set the display options for the spreadsheet.

Shareholder demographic information.
Shareholder basis template to add new capital contributions, shareholder loans, and repayments on shareholder loans.
Changes in ownership template to add new information.
Officer demographic information and compensation.
Income and deductions
A blank template to add trade or business incomes prints if the display condition is
Always
.
Prior-year data from the
Inc
screen in the
Income & Deductions
folders prints if the display condition is
If data
.
Separate Inc & Deductions
A blank template to add separately reported income and deductions for an S Corporations prints if the display condition is
Always
.
Prior-year data from the
K
screen in the
Schedule K
folders prints if the display condition is
If data
.
Cost of Goods Sold
A blank template to add cost of goods sold information prints if the display condition is
Always
.
Prior-year data from the
A
screen in the
Income & Deductions
folders prints if the display condition is
If data
.
Assets
A blank template to add corporate asset information prints if the display condition is
Always
.
Prior-year data from the
L
screen in the
Balance Sheet
folders prints if the display condition is
If data
.
Liabilities & Equity
A blank template to add corporate liabilities and equity information prints if the display condition is
Always
.
Prior-year data from the
L-2
screen in the
Balance Sheet
folders prints if the display condition is
If data
.
Farm
A blank template to add trade or farm income and expenses prints if the display condition is
Always
.
Prior-year data from the
F
screen in the
Farm
folder if the display condition is
If data
.
Farm Rent
A blank template to add farm rental income and expenses prints if the display condition is
Always
.
Prior-year data from the
4835
screen in the
Farm Rental
folder if the display condition is
If data
.
Rental information
A blank template to add rental income and expenses prints if the display condition is
Always
.
Prior-year data from the
Rent
screen prints if the display condition is
If data
.
Estimated payments from the prior year return.
Bank information from the prior-year return.
Vehicle information template to add mileage driven during the year and answer the vehicle questions for
Form 4562
.
Asset purchase and sales template to add purchases made during the year and the sale of assets.
Employee and insurance coverage information from the prior year return's
GBC-7
screen in the
Credits
folder.