Entity types
Assure Pro has four entity types. You pick one when you add a client, and the choice drives which fields you’ll fill in, which return types are available, and which documents the AI checklist suggests.
Individual
A single human taxpayer filing a 1040 — or a married couple filing jointly on one 1040.
| What | Detail |
|---|---|
| Return types | 1040 |
| Tax ID | SSN (stored securely) |
| Required | First name, last name, display name |
| Optional | DOB, filing status, address, phone, spouse fields |
| Spouse fields | Spouse name, SSN, DOB — used when filing status is Married Filing Jointly |
| Filing statuses | Single, Married Filing Jointly, Married Filing Separately, Head of Household, Qualifying Widow(er) |
| Default AI checklist | W-2, 1099-INT, 1099-DIV, 1099-NEC, 1098, prior-year return, basic supporting documents |
Joint vs separate filers
For a married couple filing jointly, pick Individual and set filing status to Married Filing Jointly — that’s one client, one return. The spouse goes in the spouse fields, not as a separate contact (unless they also need portal access — see Portal access).
For couples filing separately, create two Individual clients. They can share documents through a Spouse relationship.
Business
An LLC, partnership, S-corporation, or C-corporation filing its own return.
| What | Detail |
|---|---|
| Return types | 1120S (S-corp), 1120 (C-corp), 1065 (partnership) |
| Tax ID | EIN (stored securely) |
| Required | Display name (the legal entity name) |
| Optional | EIN, address, phone, primary contact |
| Not used | SSN, DOB, filing status, spouse fields |
| Default AI checklist | Prior-year return, financial statements, payroll summaries, partner list (for 1065 and 1120S) |
Sole proprietorships
A sole proprietorship is reported on Schedule C of the owner’s 1040 — it’s not a separate filer. Don’t create a Business client for a sole prop. Add Schedule C as a deliverable on the owner’s Individual client.
Trust
A trust or estate filing a 1041.
| What | Detail |
|---|---|
| Return types | 1041 |
| Tax ID | SSN (grantor trusts) or EIN (most trusts and estates) — Assure Pro lets you store both |
| Required | First name + last name, or display name. Trusts can be named after the grantor (“The Smith Family Trust”) or the legal entity. |
| Optional | DOB (for grantor trusts), address, beneficiary list |
| Default AI checklist | 1099 family (interest, dividends), K-1s received from underlying entities, trust agreement |
When to pick Trust vs Individual
A revocable living trust where the grantor is still alive and reports the trust’s income on their own 1040 stays as an Individual client. Pick Trust only when the trust files its own 1041.
Nonprofit
A tax-exempt organization filing a 990 (or 990-EZ, 990-N, 990-T, 990-PF).
| What | Detail |
|---|---|
| Return types | 990, 990-EZ, 990-N, 990-T, 990-PF |
| Tax ID | EIN |
| Required | Display name (the legal entity name) |
| Optional | EIN, address, phone, primary contact |
| Default AI checklist | Prior-year 990, financial statements, board of directors list, schedule of contributions, schedule of grants |
What’s required per type
| What | Individual | Business | Trust | Nonprofit |
|---|---|---|---|---|
| Display name | Required | Required | Required | Required |
| First / last name | Required | — | Required | — |
| SSN | Optional | — | Optional | — |
| EIN | — | Optional | Optional | Optional |
| DOB | Optional | — | Optional | — |
| Filing status | Optional | — | — | — |
A dash means the field isn’t shown in the new client dialog for that entity type.
Changing entity type
Entity type is set when you create the client and shouldn’t change. If a client switches structure (for example, a sole prop incorporates into an S-corp), create a new client of the new type and link the old and new with a relationship of type Subsidiary or Parent company. The old client stays for historical reference and can be archived.
Switching entity type directly on a client record isn’t supported — the field controls too much downstream behavior (return types, AI checklist defaults, available custom fields). Always create a new client.
Next
- Adding clients — the full create flow.
- Relationships — linking clients of different entity types.
- Engagements — picking return types from the entity type.