The File Taxes tab is your personalized gateway to filing taxes with Keeper. You can get started with the touch of a button. The process is completely automated, easy to follow, and fast, so there's no need to be a tax expert.
The filing flow will walk you through the process of uploading your forms and documentation. After that, our team of tax experts does the heavy lifting so you don't have to.
File Taxes Interface
When you open the File Taxes section, you’ll start by selecting the tax year you want to file. Premium subscribers can file both their current-year return and prior-year returns directly through the app.
Navigation: File Taxes -> Year (Left Corner)
Once you have chosen your tax year, you can start your return, monitor your progress, and pause or resume whenever you like. The filing process is divided into three key stages: Share details, Keeper review, and Sign and file. We will go over each of these steps in more detail later on.
Rest assured, filing with us is quick and straightforward. Before your tax return is sent to the IRS, it will be professionally reviewed by a tax expert.
And don’t worry, your tax return won’t be submitted until you have reviewed and confirmed your intent to file. You can go back to edit your information or ask questions if needed!
Copy of past returns
All tax returns you filed through Keeper, both current and previous years, are stored in the app for your convenience. To request a copy, simply head to the File Taxes section, choose the year you filed, and select the option to have your return emailed to you.
When viewing a specific return, you’ll also find a summary that breaks down how your tax bill or refund was calculated, giving you a clear overview of your filing details. This summary will include key details such as:
- Adjusted Gross Income (AGI)
- Standard or itemized deductions
- Total taxable income
- Any non-refundable credits
- Gross taxes owed
- Taxes withheld and refundable credits
If you need to quickly check information like your AGI, simply select the tax year you’d like to review.
Navigation: File Taxes -> Year you filed (Left Corner)
Book a tax pro call
If you scroll down in the File Taxes tab, you’ll find an option to schedule a consultation with one of our tax professionals. This service is ideal for addressing specific tax questions or getting personalized guidance tailored to your situation.
Simply select Book a call, and you’ll be directed to the Tax Pro section, where you can schedule a time that works best for you.
For a closer look at how the consultation works and what to expect, check out our Tax Pro Consultation article for more details.
Navigation: File Taxes -> Book a call
Other available services
In addition to standard tax filing, Keeper offers a range of additional services designed to help you manage every aspect of your taxes with ease:
- Filing amendments: Make updates or corrections to a tax return you’ve already filed.
- Estimating quarterly taxes: Our team calculates your estimated quarterly payments and provides clear guidance on how and when to pay.
- S-Corp election: Get support with electing S-Corp status for your LLC to potentially reduce your tax burden.
- Filing S-Corp and partnership returns: Have your business returns prepared and filed accurately by our experienced tax team.
To access any of these options, head to the Other Available Services section within File Taxes, select the service you need, and our team will take it from there.
Navigation: File Taxes -> Other available services
Filing prior-year returns
Premium subscribers can file not only their current-year return but also prior-year returns for 2022, 2023, and 2024 directly from the online dashboard.
To begin, navigate to File Taxes, select the tax year you want to file, and start the process by uploading your tax forms for that year. You’ll answer a few simple questions and submit your information for review. Our tax expert team will then prepare your return and notify you as soon as it’s ready for filing.
📝For returns from 2021 and earlier, our team handles preparation manually. Just reach out to us, and we’ll manage the process for you. Additional fees may apply for older returns, depending on the tax year and the number of returns you need to file.
Navigation: File Taxes > Year (top left corner)
Filing amended returns
If you’ve already filed your return, whether through Keeper or another service, and need to make changes, our Premium subscription allows you to file an amendment with ease.
To begin, go to File Taxes in the app, select the tax year you want to amend, then navigate to Other Available Services at the bottom of the page. Choose Amend this 20XX tax return if you filed with Keeper, or Amend a 20XX return I filed elsewhere if your return was filed outside Keeper.
Navigation: File Taxes > Other available services > Amend this return
You’ll then see a prompt to start the amendment process. Click Continue, and the system will switch from the standard filing flow to the amendment filing flow, allowing you to proceed with your amendments.
From there, simply upload your tax forms, answer a few questions, and indicate the changes needed on your return. Once completed, submit it for review by selecting Continue to Tax Pro Review, and our tax team will begin preparing your amendment.
If you selected the amendment option by mistake or decide not to proceed, simply click Delete this amendment to return to the standard filing flow.
For returns from 2021 and earlier, amendments are handled manually by our tax team. Just reach out to us, and we’ll guide you through the next steps.
Navigation: File Taxes -> Amendment flow -> Delete this amendment
Navigating the Tax Filing Process
Let's now explore the various sections of the filing process!
1. Share details
Drop off tax forms
At the beginning of the tax filing process, you can upload the necessary tax forms or documents for your return. You can do this by dragging and dropping your files, uploading a photo, or selecting documents from your device.
📝 After you’ve uploaded your tax forms, you can review them by returning to the Drop off tax forms section of the File Taxes tab. This will show all the forms you've uploaded, and you can view the details by selecting each specific form.
Navigation: File Taxes -> Drop off tax forms
Moreover, if you prefer to input your tax form details manually, you can easily do so by selecting Enter manually. This option directs you to a page where you can choose the specific tax form you wish to enter manually.
Navigation: File Taxes -> Drop off tax forms -> Enter manually
Review your deductions
Once you've uploaded all your tax forms, you can scan your bank accounts to identify potential deductions. After scanning, be sure to review your deductions to confirm that everything is accurate.
Navigation: File Taxes -> Review Your Deductions -> Review Deductions
Answer personalized questionnaire
Once you're done reviewing your deductions, you can start answering the questionnaire. You'll be prompted with a series of questions tailored to your tax situation. Please answer them as accurately as possible. If you have any queries or find any part unclear, feel free to let us know. We're here to assist you every step of the way!
Navigation: File Taxes -> Answer personalized questionnaire -> Start questionnaire
Submit for review
The next stage of the filing process involves reviewing all the details you've entered. Once you've completed answering all the questions, you'll land on a summary page that neatly organizes the information you've provided. Each section in your tax filing summary is interactive, allowing you to easily make any adjustments if necessary.
During this stage, you also have the option to include any additional income, credits, or deductions by simply clicking on the sections marked with a + sign.
Navigation: File Taxes -> Your Tax Information
If everything appears accurate, you can proceed to submit your return for review by selecting Continue to tax pro review. Our dedicated team of tax experts will then review your filing to ensure its accuracy.
2. Keeper review
Once we have completed the review of your return, we will inform you if there are any issues that need your attention. If everything is in order, you will see your tax bill or refund details when you return to the filing process. Before you submit your tax filing to the IRS, you’ll have the opportunity to review your return and the final tax calculations, which will show your tax bill and/or refund amounts for both federal and state taxes.
Remember, we won't submit your return without your approval!
Tax return summary
On this page, you'll see your finalized tax bill or refund amounts, as well as a summary of your tax filing information.
Tax bill amounts are displayed in red, while refund amounts appear in green. You also have the option to edit your return by selecting Unlock to make edits.
📝 Please note that you will only see your finalized tax bill/refund details in the File Taxes section after submitting your return for review.
3. Sign & file
Once you’ve confirmed your tax bill or refund details and are ready to proceed with filing your return, simply click Sign & File to move on to the next step.
Selecting your payment method
On the next page, you’ll choose your payment method. This will be utilized for either paying your taxes or depositing your refund if you're entitled to one.
You have the option to add a bank account or choose the pay later option.
If you choose Add a bank account, you can either select from the accounts already linked to the app or manually enter your bank account information.
Opting to pay later allows you to make the payment yourself or set up a payment plan with the IRS, giving you more time to pay your taxes. However, if you're anticipating a refund from either the IRS or your state, selecting this option means they will mail you a check to the home address you provided on your return.
Sign your return
After selecting your payment method, we'll ask if you'd like a copy of your return emailed to you. It's important to carefully review your tax return before signing.
On the following screen, you'll be able to sign your return.
Once you've signed, you'll see another overview of your finalized tax bill or refund with a breakdown of your tax information.
At the bottom of this page, confirm your intent to file by clicking on the Send to IRS button.
‼️Important Note: Once you submit your return to the IRS, you won't be able to make any further changes to your return. Make sure to select this option only when you’re certain you’re ready to file and no additional edits are needed.
Congratulations! Your return will be transmitted to the IRS.
Now, sit back and relax. You'll receive a confirmation once the IRS accepts your return.
If, for any reason, the IRS rejects your return, don't worry. We'll promptly notify you and provide details on why it was rejected and how to correct the error.
Want to know more? See our Filing with Keeper articles for more useful tips.