Tax Center

Tax Coach is your year-round tax expert — readiness score, plain-English guidance, and provider-agnostic exports for CPAs, DIY filers, and IRS-ready PDFs.

app.kaitier.com/tax-center

Deductible YTD$18,420

Est. set-aside$6,040

86 of 100

Tax Coach flagged 5 items — fix before you export

Expenses documented

1099 & contractor records

Tax Coach · year-round expert

Coach Home office and vehicle deductions look consistent with your books — review two meals still marked “needs receipt” before filing.

5 open coach items

Plain English · any filing path

Export anywhere

Schedule C summary CPA ZIP packet Guided filer export IRS-ready PDF CSV / spreadsheet

Use your CPA, DIY software, or paper — same source data.

Also in Tax Center

Sales tax remittance3 states

1099 NEC worksheet4 vendors

Tax summary by categoryCurrent

Tax Coach and exports for any filer — year-round, not April panic

What you get

Tax Coach — universal guidance for any filing path (not tied to one brand)
Readiness score and deductible expense rollups
CPA packet ZIP, Schedule C, guided filer exports, and IRS-ready PDF
1099 contractor tracking and sales tax remittance hub

More in the workspace

app.kaitier.com/tax-center/coach

Coach You have $142 in uncategorized spend — assign categories before export so your CPA or filer gets clean totals.

Coach One contractor payment may need a W-9 on file before 1099 season.

Needs receipt Meals · $48.20 · Jul 12

Category Uncategorized · $142 YTD

Plain-English tax expert — works with any software or CPA

app.kaitier.com/tax-center/export

Choose your path

CPA or accountantZIP packet

DIY guided filerFiler export

Spreadsheet workflowCSV

IRS summaryPDF

Schedule C Sales tax worksheet 1099 NEC

Same books — export once, file anywhere

Provider-agnostic exports from one source of truth