Setup

Getting started

Who is Kick for?

Onboarding and Setup

FAQs

Getting started (v1)

Extra page templates

Setup

You’re in good hands, and on your way to getting your book handled on autopilot.

1. Welcome to Kick! Set up your account.

First things first: 1. Have you added all of your accounts to Kick? By adding all of your accounts (business and personal), you’ll get a complete financial picture. That means more tax savings, reliable reports, and peace of mind. Add accounts on the Accounts tab of your Kick dashboard. 2. Categorization and Reports Within 24 hours of connecting your accounts, you’ll get your P&L for last month and the current month. Your year-to-date categorization will be complete in 1 week (and usually much sooner). Get your reports in real-time on your Reports tab. 3. Handle an Action Item Kick helps you stay on top of IRS guidelines through Action items. These appear to the right of transactions in your Activity tab. Click on an Action notification, complete the highlighted section, and your write-off is locked in!

4. Built to grow with you Kick gives you your first 5k in Savings Credits for FREE. You can track your usage in your Billing tab and we’ll notify you when you run out. Until then, explore the product, view your reports, and kick the tires to make sure everything’s on track.

2. Personalization

As a Kick user, your transactions get categorized automatically - welcome to bookkeeping on autopilot! If you change or modify a transaction’s category (on your Activity tab), we’ll learn from your changes. This helps our AI-powered software learn how to accurately categorize future transactions for you, further personalizing your bookkeeping experience. Give it a try! Change a transaction category in-line by clicking on the current category to bring up the full list. Or, click into the transaction line to bring up more details - here you can change the category, or even assign this transaction to a different entity.

3. Real-time P&L

Have you viewed your reports yet? This is a great way to see how your business is doing and stay on top of your expenses. In your Reports tab you’ll see your real-time P&L and Spending Reports. It’s a good idea to visit your Activity tab to make sure there are no outstanding Action Items to take care of- that will make sure your reports reflect the most accurate data. You can download and share reports with your accountant at any time.

4. Receipts matching

You can add a receipt to any transaction, and Kick also helps you stay on track with IRS receipt management best practices. We’ll flag specific transactions for which the IRS wants you to hang onto a receipt- this will appear as an Action Item in your Activity feed. You can easily upload your receipt to the corresponding transaction in your Kick account. You can email or text photos of your receipts to us, and we’ll automatically match them to your transactions. Or, you can use the “Upload receipt” field in the transaction detail box. Simply drag & drop or find a file on your computer.

5. Don’t miss crucial deadlines

We want to make sure you don’t miss any important filing deadlines. You can subscribe to Kick’s Federal Tax Deadlines calendar to stay on top of approaching deadlines. Then, when it’s time for a filing, go to your Kick Reports tab to easily share your financials with your accountant. Easy!

Upcoming estimated quarterly tax payments:

June 15, 2023: deadline for 2023 Q2 period
Sept 15, 2023: deadline for 2023 Q3 period
Jan 15, 2024: deadline for 2023 Q4 period

Extended 2022 tax filing deadlines (if you extended your tax filing):

Sept 15, 2023: S corporations, Partnerships, and MMLLCs
Oct 16, 2023: Sole proprietors, Single-member LLCs

2023 Taxes Due:

March 15, 2024: S Corporations, Partnerships, and MMLLCs
April 15, 2024: Sole proprietors, Single-member LLCs

Other deadlines:

Jan 31, 2023: deadline to send 1099 and W-2 forms

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