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 assistants does the heavy lifting so you don't have to.
File Taxes Interface
When you first go into the file taxes interface, you can enter the filing flow to start your taxes, track your progress, pause, and go back later if necessary. As an annual subscriber, you can access our tax filing flow at no additional cost and enjoy the benefits:
- Easy form upload
- Max refund
- 100% accuracy
- Professional prep
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!
Navigation: File Taxes -> Continue Filing
Estimate my refund
Curious about your potential tax refund? Get a quick estimate by tapping 'Estimate my refund' to calculate your refund in seconds!
📝 Keep in mind that while the calculator provides a rough estimate of your potential tax bill or refund, it does not account for other sources of income, credits, and deductions during the filing process. Therefore, it serves as a helpful guide rather than a precise calculation. Your actual tax bill or refund amount may vary after submitting your return for review.
Navigation: File Taxes -> Estimate my refund
Discover the benefits of filing with Keeper
Explore some of the benefits of filing with us!
1. Seamless form upload
With our drag-and-drop feature, filing your taxes is as simple as uploading your tax forms, and Keeper will handle the rest.
2. Reviewed and signed by a tax professional
Your return is meticulously reviewed by a tax professional, ensuring accuracy and giving you the confidence to file.
3. Tax experts on standby
Our tax experts are available around the clock to provide advice at no additional cost. Just visit the 'Ask' tab for any questions or assistance you may need.
Find answers to common tax filing questions
Scrolling down to the bottom of the File Taxes interface, you'll discover answers to frequently asked questions that our customers often encounter while filing their taxes.
Navigation: File Taxes -> Frequently asked questions
Share your feedback
You can provide feedback on Keeper at the bottom of the File Taxes page.
Navigation: File Taxes -> How are you liking Keeper?
Navigation
When you first start your tax return, we'll ask who you’re filing for: yourself, your spouse, or dependent(s). Following that, you'll begin the filing process, which involves three key stages:
- Share details
- Keeper review
- Sign & file
We'll delve into each of these stages in greater detail later on.
To access the tax filing navigation, tap on the button with the three lines at the bottom left corner of your screen.
Navigation: File Taxes -> Three Lines in Left Corner
Under navigation, you'll see the following:
File taxes
Selecting this will guide you through the filing process. If you've already begun, it will take you directly to your current progress.
Navigation: File Taxes -> Three Lines in Left Corner -> File Taxes
Past returns
All tax returns filed through Keeper, including both current and previous years, will be displayed here. You can then request to have a copy emailed to you. Additionally, if you uploaded any tax forms during the filing process, you’ll be able to download them here once your filing is complete.
Navigation: File Taxes -> Three Lines in Left Corner -> Past Returns
File on your computer
Provides instructions on how to log in to your account on the Keeper website.
Navigation: File Taxes -> Three Lines in Left Corner -> File on your computer
Exit tax filing
Takes you back to the interface of the “File Taxes” screen.
Navigation: File Taxes -> Three Lines in Left Corner -> Exit tax filing
Tax Assistant Chat Box
You can also access our AI Assistant chat box if you have any questions while going through the filing flow. Simply tap on the chat box icon at the bottom of your screen.
Our AI assistant is powered by the collective intelligence of Keeper accountants and tens of thousands of previously filed tax returns, which can help you easily get through the filing process.
💡 Tip: For additional assistance, feel free to contact your human tax assistant through the Ask tab. Simply request a staff member to assist you.
Navigation: File Taxes -> Chat box icon
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 have the option to upload the tax forms or documents needed for your return. You can simply drag and drop your files, upload a photo, or select a document from your device to ensure your forms are included.
Navigation: File Taxes -> Share details -> 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 -> Share details -> Drop off tax forms -> Enter manually
Scan for 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 -> Share details -> Scan for 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 contact your tax assistant via the Ask tab. We're here to assist you every step of the way!
Navigation: File Taxes -> Share details -> 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 -> Share details -> Your tax information
If everything appears accurate, you can proceed to submit your return for review by selecting Continue to Keeper review. Our dedicated team of tax experts will then review your filing to ensure its accuracy.
2. Keeper review
We'll review your tax return to ensure completeness and will notify you once the review is finished. Before submitting to the IRS, you'll be able to review your return and finalized tax calculations indicating your tax bill and/or refund for federal and state directly in your web dashboard.
Remember, we won't submit your return without your approval!
After we've completed the review of your return, we'll notify you if there are any issues that require your attention. If everything is in order, you'll find your tax bill or refund details when you go back to the filing process.
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 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 send your return to the IRS, you won't be able to make any further changes to your return.
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.
Remember, if you have any questions or concerns, feel free to contact your human tax assistant through the 'Ask' tab by requesting assistance from a staff member. We're here to help!
Want to know more? See our Filing with Keeper article for more useful tips.