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Overview

Knead organizes your spending into categories, and each category is mapped to a line on the IRS Schedule C — the form sole proprietors use to report business income and expenses. Getting this mapping right is what makes your Schedule C worksheet accurate at tax time, so it’s worth a quick review.

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Where to Find Category Mappings

  1. Tap Settings.
  2. Tap Categories to open /settings/categories.
The page is titled “Expense Categories” with the description “Map each category to its IRS Schedule C line. The Schedule C worksheet uses this mapping.” The Expense Categories page mapping each category to its IRS Schedule C line

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How Each Category Maps

In the Category mappings card, every row has:
  • The category name
  • A COGS checkbox
  • A Line N dropdown for the Schedule C line
  • A Save button (disabled until you change something; you’ll see a “Updated ” toast when it saves)
Available Schedule C lines in the dropdown are: 8, 9, 10, 11, 15, 17, 18, 21, 22, 23, 24a, 24b, 25, 27a, and 36.

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COGS vs. Operating Expenses

The COGS checkbox decides where a category lands on your Schedule C:

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Default Categories

The first time you record an expense, Knead seeds a set of default categories already mapped to sensible lines. For example: You can adjust any of these to match how your tax preparer wants things organized.
Good to know: Correct mapping is what makes the Schedule C worksheet add up correctly. If a category is mapped to the wrong line, those expenses land in the wrong place on your worksheet.
At the bottom of the page, the link “View the Schedule C worksheet →” takes you straight to your tax-time rollup.
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