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 FreePulling 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.
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.
Assign each income and expense account to the correct IRS Schedule C line one time. Kantivo remembers the mapping permanently, so when next tax season comes around you can go straight to exporting without any setup work.
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.
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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