Actions

The Actions tab is where Kick actively provides personalized tax deduction suggestions, compliance reminders and proactive insights.

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Types of Actions

Kick provides personalized recommendations to help you customize your account, maximize tax savings, and stay compliant. These insights are divided into three categories:

Personalize

The Personal Actions Tab offers custom suggestions to help you personalize your Kick account. Here, you’ll find:

Expense confirmation prompts to refine categorization.
Automatic Receipt Matching setup via text message.
Invites for your Accountant or Bookkeeper to join your Workspace.

Savings

The Savings Tab helps identify potential tax deductions by analyzing your transactions and surfacing potentially eligible write offs.

Here’s how it works

If you’ve connected your personal accounts, Kick will scan those transactions to find purchases that might qualify as business expenses. If personal accounts are not connected, you won’t see Savings Actions.
Based on your business type and spending habits, Kick highlights tax-saving opportunities.
Using IRS guidelines, Kick automatically flags common deductible expenses automatically based on IRS guidelines.