Get tax-ready in minutes, not days. Automated readiness checks, Schedule C expense mapping, and one-click export into TurboTax, H&R Block, and other tax preparation software.
Try It FreeThe readiness check tests the year before anything goes to your accountant and flags what still needs attention. When it is clean, the complete tax package is one click away.
Presented by one of the AI assistants built into the app. A real screen recording of the software.
Pulling financial records together for tax time is the part of running a business nobody enjoys. Kantivo erases the busywork with a dedicated Tax Center that prepares everything your accountant needs — or lets you file yourself by exporting straight into your preferred tax software.
When the package is ready, email it to your accountant from inside Kantivo. What arrives is a private link, not an attachment — it lapses after 30 days, you can pull it back whenever you like, and you can tell at a glance whether it has been opened. The same message can invite your accountant into your books directly, if that suits the two of you better.
Export a .TXF file and import it directly into TurboTax, H&R Block, TaxAct, or any program that reads Tax Exchange Format files. Your Schedule C income and expense totals land on the right tax form lines automatically — zero manual data entry.
See your year at a glance: total revenue, deductions, net income, assets, and liabilities — all on one screen.
Six automated tests confirm books are balanced, transactions are posted, 1099 vendors have TINs, and company info is complete.
Use the dropdown on each income and expense account to assign the correct IRS form line. Mappings persist across years — set them once, forget them.
Generate a branded PDF or CSV bundle for your CPA, or export a .TXF file to import into your tax preparation software directly. Both options sit on the same screen.
Pick any combination of reports for your tax package
Full-year revenue, cost of sales, operating expenses, and net income at the bottom.
Year-end position with assets, debts, and equity broken into current and fixed categories.
Every account with verified debit and credit totals. The first thing your CPA opens.
Operating, investing, and financing cash movements with beginning and ending balances.
Every expense mapped to its IRS Schedule C line with annual totals — ready for your 1040.
Transaction-level detail for every account. The full audit trail.
Your full chart of accounts with types, sub-types, and current balances.
Outstanding receivables and payables sorted into current, 30, 60, and 90+ day buckets.
Standard .TXF format that feeds directly into TurboTax, H&R Block, and TaxAct. Your Schedule C amounts populate the right form lines automatically.
Before you share anything with a tax preparer, Kantivo runs six automated checks on your data: balanced books, posted transactions, 1099 vendor TINs, company details, and year-end close status. You see exactly what needs attention — and what's already in good shape.
The tax line map puts your accounts on the left and the lines of your return on the right, joined by drawn lines. Drag an account onto a line to connect it, drag it to another line to change it, and any account still unconnected shows in red alongside the dollars it would leave off your return. One click suggests connections from your account names, previewed as dashed lines, so you approve them before anything is saved.
Choose the return your business actually files: Schedule C for sole proprietors, Form 1120-S for S corporations, Form 1065 for partnerships and multi-member LLCs, Form 1120 for C corporations, or Form 990 for nonprofits. Each brings its own current line set, such as officers' compensation on the corporate returns, guaranteed payments on the partnership return, and the Part IX functional expense lines on the 990. The business returns include the balance sheet too: Schedule L on Forms 1120-S, 1065 and 1120, and Part X on the 990, so cash, receivables, fixed assets, loans and equity are connected the same way. Mappings are remembered year after year.
If you file your own business return in a desktop program like TurboTax Business or H&R Block Business, there's no trial-balance import to lean on. Kantivo's Return Worksheet gives you the next best thing: each line of your return in form order, the amount to enter, and the accounts behind it, including Schedule L at the start and end of the year. Running check figures (total income, total deductions, ordinary business income, and whether the balance sheet balances) let you confirm you've typed it correctly. Print, save as PDF, or download as CSV.
Download the year's pre-closing trial balance as Excel or CSV: every account's debit or credit, with the line of the return it belongs on, and a header with the company, EIN, tax year, return and accounting basis. Before you download, Kantivo checks that the books are in balance and lists any account still missing a tax line. The same file goes out automatically when you use Send to my accountant, giving your preparer the starting point their tax software works from.
The .TXF (Tax Exchange Format) file is an industry-standard format every major tax preparation program reads. When you export from Kantivo, each mapped account's total gets tagged with the correct TXF reference code. Import the file into your tax software and Schedule C populates itself — no typing amounts, no transcription errors. For the business returns (1120-S, 1065, 1120, 990), your line-by-line totals travel in the PDF and CSV tax package instead.
Your tax package describes your entire financial year. Attach it to an email and it sits in somebody's mailbox indefinitely, forwarded wherever, impossible to recall. Kantivo posts the documents to a private address instead. That address stops working after 30 days, dies instantly if you withdraw it, and reports back whether your accountant ever opened it — which saves the follow-up phone call as much as it protects the file.
Kantivo shows you the finished message first — the wording, your own note, everything your accountant will see. Change the subject line to whatever you'd normally write. Only then does it send.
One checkbox turns the handover into an invitation. Your accountant installs Kantivo, types a short code, and works in your live books instead of a snapshot — no VPN, no setup on your machine, and you keep a revoke button. Clients running their own licence never eat into your plan's limits.
The PDF package includes a branded cover page, table of contents, and page-numbered reports. It presents your financial data the way a professional accounting firm would — clean, organized, and ready to work with.
Hand your accountant a polished package — or import everything into TurboTax with a single file.
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