Tax Center & TXF Export

Everything tax season needs in one place — readiness checks, Schedule C mappings, full-year report packages, and a TXF file your tax software can import directly.

Where to find it: Open Kantivo and look for Tax Center in the sidebar under Accountant Tools.

Overview

The Tax Center collapses tax-season prep into four tabs:

Dashboard — annual snapshot at a glance
Readiness Check — automated verification of your books
Tax Categories — assign IRS Schedule C lines to your accounts
Generate Package — export PDF, CSV, or TXF

Dashboard

The Dashboard tab shows top-line annual numbers: gross revenue, total deductions, net income, total assets, total liabilities, and transaction count. Use the year selector to switch between tax years.

Readiness Checks

Run the automated checks before generating your tax package. Six tests confirm the books are clean:

Transactions recorded — at least one transaction exists for the year
Books balanced — debits equal credits across all accounts
No draft transactions — every entry is posted
1099 vendors have TINs — flagged vendors have a Tax ID on file
Fiscal year closed — year-end close has been run
Company info complete — name, address, EIN populated

Tip: Readiness checks are advisory — you can still generate a package or TXF even if some checks throw warnings. But clearing every flag before filing is how you avoid round-trips with your accountant.

Schedule C Mapping

The Tax Categories tab lists every income and expense account with a dropdown to assign an IRS Schedule C line.

Assigning Lines

Open Tax Categories
Each row shows the account name, YTD total, and a Schedule C dropdown
Pick the right line (e.g., Line 18 for Office Expense)
Saves automatically — no save button
Mappings persist year to year. Set them once and they carry forward.

Common Mappings

Account type	Schedule C line
Advertising & Marketing	Line 8 — Advertising
Vehicle expenses	Line 9 — Car & Truck Expenses
Contractor payments	Line 11 — Contract Labor
Business insurance	Line 15 — Insurance
Office supplies	Line 18 — Office Expense
Rent / lease	Line 20b — Rent (Other Property)
Utilities	Line 25 — Utilities
Payroll / wages	Line 26 — Wages

Generating a Package

The Generate Package tab lets you tick which reports to include and pick an output format:

Open Generate Package
Tick the reports you want — Income Statement, Balance Sheet, Trial Balance, etc.
Pick PDF or CSV
Click Generate Tax Package
A progress bar shows each report being compiled
The file downloads when ready

Sending to Your Accountant

You can email the finished package to your accountant without leaving Kantivo. What lands in their inbox is a private web address, not an attached file — so the documents lapse after 30 days and stay under your control until then.

The steps

Choose your reports as usual
Press 📤 Send to my accountant
Fill in their name and email, plus a note if you have something to tell them
Press Preview the email
Read what you are about to send; edit the subject line to taste
Press Send it

Kantivo remembers who you sent to, so next year the form arrives pre-filled.

On their end

Your accountant gets your note, a list of the reports enclosed, and a button to the documents. No sign-up, no licence, no password — the link opens and the files download. Making somebody register to read their own client's paperwork would be a poor introduction, so we don't.

Turning the handover into an invitation

Tick Also invite them to connect to my books and the email carries a short code as well. They install Kantivo, open Accountant Access, type the code, and from then on they are working in your live books rather than a set of exports.

Doing this enables relay access, which is what removes the VPN requirement — while it is on, your books are reached via the Kantivo relay service. Switch it off in ⚙️ Company Settings whenever you wish, and disconnect individual accountants whenever you wish.

Watching and revoking

Look at Sent to accountants on the same tab to see what you have sent and what has happened to it. Withdraw link removes the documents there and then. Files already downloaded remain in your accountant's possession — revoking closes the door, it does not un-send.

Status	What it tells you
Not opened yet	Delivered, but the link has never been clicked
Opened	They have looked at the page
Downloaded	At least one document has been taken
Withdrawn	You revoked it; documents deleted
Expired	The 30 days ran out

Reports

Report	Contents
Income Statement	Full-year P&L: revenue, COGS, expenses
Balance Sheet	Year-end snapshot of assets, liabilities, equity
Trial Balance	Every account with debit/credit totals
Cash Flow Statement	Operating, investing, financing cash movements
Expense Breakdown	Expenses grouped by Schedule C line
General Ledger	Full transaction detail by account
Chart of Accounts	Account list with types and balances
AR/AP Aging	Receivables and payables by aging bucket

TXF Export

Kantivo exports a .TXF (Tax Exchange Format) file that imports straight into TurboTax, H&R Block, TaxAct, or any tax software supporting TXF.

What's TXF?

TXF is the long-standing standardized text format for moving tax data from accounting software into preparation software. Each record carries a reference code mapping it to the exact IRS form and line.

Exporting

Open Tax Center → Generate Package
Scroll to TXF Export (below the PDF/CSV options)
Click Export TXF File
The .txf file downloads with your company name and tax year in the filename
Open your tax software's import feature and load the file
Review imported amounts against your books

Before Exporting

Assign Schedule C lines to your accounts in Tax Categories first
Only accounts with both a tax line mapping and non-zero activity get included
Unmapped accounts are skipped — Kantivo reports how many were left out

Tip: Map every income and expense account before exporting. Anything without a Schedule C assignment is dropped from the TXF file.

Importing in Tax Software

Software	Steps
TurboTax	File → Import → From Accounting Software → browse for .txf
H&R Block	Import → Other Financial Software → select .txf
TaxAct	Import → TXF file

Important: TXF export currently supports IRS Schedule C (Profit or Loss from Business) for sole props and single-member LLCs. Always verify imported data in your tax software before you file.

Tips

Before Tax Season

Run readiness checks in January for the prior year — catch issues early
Set Schedule C mappings once and they carry forward forever
Resolve every Fail item before generating the final package
Close the fiscal year before producing the final export

Working With Your Accountant

PDF package = professional handoff
CSV = your accountant wants raw data for their workpapers
TXF = you're filing yourself in TurboTax-style software
Glance at the dashboard before sharing — you know your business best

Troubleshooting

"This package is too large to send." 6 MB is the ceiling. General Ledger Detail is the usual culprit — leave it out and send the rest, or download the whole thing and pass it on yourself.

The link is not working for them. Check Sent to accountants. Expired or Withdrawn links cannot be revived; send a new package instead.

TXF shows 0 records

Confirm accounts have Schedule C mappings in Tax Categories
Confirm transactions exist for the selected year
Confirm mapped accounts have non-zero balances

Package shows $0 amounts

Confirm transactions exist for the selected year
Confirm you're viewing the correct company
Confirm transactions are posted, not in draft

Readiness says "books not balanced"

Open the Trial Balance to find the imbalance
Post an adjusting journal entry to correct it

Mappings not saving

Confirm you're logged in as Admin or Accountant
Refresh the page and re-select

Reminder: The Tax Center is only as good as the books behind it. Year-round bookkeeping discipline produces a clean tax package; messy books produce a messy package.