KD Financials
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Monthly Submission Form

Complete all required fields and upload your documents for the month.

Client Information
Your contact and business details
What We Need From You
Please review these requirements before uploading

Receipts Required

Upload all receipts for your business expenses. We need documentation for every expense to properly categorize and organize your records for tax purposes.

Income Screenshots

Upload screenshots or reports showing your income for the month. This includes sales reports from Square, PayPal, Stripe, Shopify, bank deposit statements, or any platform where you receive payments.

Track Your Mileage

If you drive for business, track your miles. Enter your total business miles in the Mileage field below. The IRS allows a standard mileage deduction for business driving -- keeping accurate records is essential.

Document Upload
Upload your receipts and income documents

Click to upload receipts

PDF, JPG, PNG, or any document format

Click to upload income documents

Square, PayPal, Stripe reports, bank statements, invoices, etc.

Income
Total income for the selected month
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Expense Amounts
Enter the amount you spent in each category this month. Leave blank if not applicable.
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mi
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