Documents

How to store, attach, and find business documents in Kick - contracts, statements, tax forms, and more.

Kick lets you store and attach business documents directly in your workspace: receipts, contracts, bank statements, tax forms, vendor agreements, and anything else your accountant or business might need on hand.

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What to store in Kick

Documents works best for records that are tied to specific transactions or need to be accessible to your accountant:

• Bank and credit card statements - useful for reconciliation and as backup if a connection ever gaps
• Loan agreements - important context when splitting payments between principal and interest
• Vendor contracts - useful when a recurring charge needs context or changes amounts
• Tax forms - 1099s, W-2s, and year-end processor summaries from Stripe or PayPal
• Payroll records - supporting documentation for payroll journal entries
• Large purchase invoices - anything over $75 that might require documentation for a deduction

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How to upload and attach documents

Attach to a transaction:

1. Open any transaction by clicking on it
2. Click Upload receipt
3. Choose Upload Receipt to add a file from your device, or Browse from documents to link an existing file from your Documents library

The document is stored in Kick and linked to that transaction - so when your accountant opens it, everything is in one place.

Upload to the Documents library: For documents that aren't tied to a single transaction - like a loan agreement or a vendor contract - go to Documents in the left nav and upload directly. Search by filename or keyword to find files later. Scanned receipts are automatically renamed to Merchant - Date - Amount when Kick can read the receipt details. You can restore the original filename from the document row menu or as a bulk action.

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Sharing with your accountant

Any document you upload is immediately visible to team members with access to your workspace. There's no need to email files or share folders outside Kick - your accountant sees everything when they log in.

If your accountant needs a specific document, they can request it through Tasks and you can attach it directly in the task thread.

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Documents at tax time

At year-end, having documents already in Kick means your accountant doesn't have to chase anything down. Before generating your Tax Package, do a quick check:

• Loan agreements are uploaded and linked to relevant transactions
• Year-end statements from Stripe, PayPal, or other processors are attached
• Any 1099s you've received are stored and accessible
• Large or unusual purchases have documentation attached

→ Tax Prep Guide → Receipts