documents.md
Documents
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.
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
How to upload and attach documents
Attach to a transaction:
- Open any transaction by clicking on it
- Click Attach document (or the paperclip icon)
- 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.
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.
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