Stop scrambling at tax time. Generate a complete, CPA-ready financial package with one click. Readiness checks, Schedule C mapping, and professional PDF exports included.
Try It FreeMost small business owners dread tax time because it means hunting through spreadsheets, exporting reports one by one, and hoping nothing is missing. Kantivo's Tax Center eliminates that entirely.
With one click, you generate a professionally formatted PDF or CSV bundle containing every financial document your accountant needs: Income Statement, Balance Sheet, Trial Balance, Cash Flow Statement, expense breakdown by tax category, and more.
See your full-year financial snapshot at a glance: gross revenue, expenses, net income, assets, liabilities, and transaction count.
Six automated checks confirm your books are balanced, all transactions are posted, 1099 vendors have TINs, and company info is complete. Fix any warnings before generating.
Assign each expense account to the correct Schedule C line (advertising, insurance, office expense, utilities, etc.). Mappings save automatically and carry forward each year.
Choose which reports to include, select PDF or CSV format, and click Generate. A professional, branded document downloads instantly. Hand it to your CPA and you're done.
Select any combination of these reports
Revenue, cost of goods sold, operating expenses, and net income for the full tax year.
Assets, liabilities, and equity as of year-end. Includes current and fixed asset breakdowns.
Every account with debit and credit totals verified in balance. Your CPA's first checkpoint.
Operating, investing, and financing activities with beginning and ending cash balances.
Every expense account mapped to its Schedule C tax line with annual totals. Ready for Form 1040.
Complete transaction detail by account. The full audit trail your accountant can drill into.
Your complete account listing with types, sub-types, and current balances.
Outstanding receivables and payables broken down by aging bucket (current, 30, 60, 90+ days).
Before you hand anything to your accountant, Kantivo runs six automated checks: Are your books balanced? Any draft transactions lingering? 1099 vendors missing TINs? Company address and EIN filled in? Year closed? You'll catch problems before your CPA does.
Map each income and expense account to the appropriate IRS Schedule C line once. The mapping saves to your account and carries forward every year. No re-mapping, no guessing which line "Office Supplies" goes on.
Every PDF includes a cover page with your company name, tax year, period, and table of contents. Page footers show page numbers and your brand. Hand this to a CPA and it looks like you have a full accounting department.
Join thousands of small businesses that hand their accountant a polished tax package instead of a shoebox.
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