Entity & business profile
Sole prop, LLC or S-Corp changes the answer. Tell us once.
Included in: Every plan
Your entity type, EIN and fiscal year — the settings that change how your books and tax estimates behave.
Entity type changes the answer
Sole proprietor, LLC, partnership and S-Corp are taxed differently, so the books and estimates follow what you are.
One place for the details
Legal name, EIN and fiscal year end, used across reports and filings.
Set it and forget it
Change it when the business changes; nothing else needs re-entering.
How it works
- 1
Tell us the entity
Pick what the business actually is.
- 2
Add the identifiers
Legal name, EIN and year end.
- 3
Everything downstream adjusts
Reports and tax estimates use it from then on.
Entity & business profile questions
Works with
Chart of accounts
A real chart of accounts, sized to your entity type — not a fixed list of categories.
Journal entries
Debits and credits when you need them, with reversal, duplication and import.
Close the books
Lock a finished month or year so nothing changes behind you — and reopen it deliberately when it must.
Try entity & business profile free for 14 days
No credit card required. Bring your existing books with you — imports never count against your plan.