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For the complete documentation index, see [llms.txt](https://docs.kick.co/llms.txt). This page is also available as [Markdown](https://docs.kick.co/common-workflows/documents.md).

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](https://github.com/KickApp/kick-accountant-help-center/tree/main/business-owners/splits.md) 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:**

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.

### 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](https://docs.kick.co/working-with-your-team/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](https://docs.kick.co/reports/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](https://docs.kick.co/best-practice-guides/tax-prep-guide)  
→ [Receipts](https://docs.kick.co/setting-up/receipts)

Last updated 18 days ago

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