End-of-Year Tax Package

When tax season arrives, Kick simplifies the process by organizing financial reports for easy tax filing.

For Small Business Owners

1. Ensure all transactions are categorized correctly before year-end.

2. Generate key reports:

   • Profit & Loss Statement (P&L) – Summarizes income and expenses.

   • Balance Sheet – Lists assets, liabilities, and equity.

   • General Ledger - A detailed record of all financial transactions.

3. Export reports to share with an accountant or tax preparer or add them to your Kick account so they can access these reports directly.

→ Locked Periods

← Substantiation & Compliance