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 - not just receipts, but 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 Attach document (or the paperclip icon)

3. Upload a PDF or image from your device

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. You can organize by type and search by filename or keyword.

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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