One Client Multiple Tax organizers?

Forum|Forum|4 months ago
February 9, 2026
3 replies
13 views

If I have a client that has an LLC S-Corp election and wants me to do both the taxes for the entity and the 1040. Can I have two organizers?

ProConnect Tax

IRonMaN

Level 15

I count two entities - one filing as a 1040 and another filing as an 1120S.

Slava Ukraini!

K

kimmonzoAuthor

Level 2

Right. So does that mean a setup for the individual and a second setup for the entity?

IRonMaN

Level 15

I don't do ProConnect so I'm not sure what you mean by setup. If that means creating one 1040 return and one 1120S, then yes.

Slava Ukraini!

Intuit_Kallana

Level 7

Hi, yes you can create two separate Intuit Link organizers if you set them up as two separate clients inside ProConnect. So, one would be the individual and you can send an organizer for that one. The second one would be the business and you can send an organizer for that one. If you need further assistance, please contact us via chat or phone support: How to Contact ProConnect Support .

sjrcpa

Level 15

Si this was a Link question and not a ProConnect question?

Good mindreading @Intuit_Kallana

The more I know the more I don’t know.

E

expertagenttaxes

Level 2

Yes, I use pro Connect and I create a template for both. If you copy the S Corp template you do have to create your engagement letter and the questions yourself but set it up as a template and you are good to go. hope this helps.

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