How Does Keeper Save You Money?

Keeper is your one-stop shop for all things taxes. Learn about some of the best things we can do to make this your best tax season ever.

What does this article cover?

• We find your write-offs
• How does Keeper find my write-offs automatically?
• We add recurring expenses as write-offs
• How to create rules
• A real person answers your questions
• We make tax filing easy

We find your write-offs

This is the big one! For self-employed people, finding write-offs is arguably the most important part of doing your taxes. Why? Because they help you save.

💡 A write-off is a tax break that lowers the amount of income you 
   can be taxed on — leading to a smaller tax bill. 

For self-employed people, lots of business-related expenses can be written off. Weʻll help you find and keep up with all of them. For example, if you’re a delivery driver, youʻll be able to write off things like gas, car insurance, maintenance, etc. If you are an independent real estate agent, you can write off things like your business license, office space, and photography for client listings, etc. 

How does Keeper find my write-offs automatically?

When you subscribe to Keeper, youʻre signing up for our premium write-off tracking software. Youʻll link the app to your bank accounts and credit cards. That allows our software to keep up with your incoming write-offs.

Weʻll learn about your job, so we know what type of charges to look for. And weʻll make rules for recurring charges.

If weʻre ever in doubt, weʻll send you a text to double-check if a certain purchase was work-related or not. 

If you file with us at the end of the year, the write-offs we categorize for you will be automatically included in your tax return. (If youʻre filing somewhere else, you can request an export of all your write-offs.) 

We add recurring expenses as write-offs

We all have tax write-offs that show up month after month, whether it is your power bill or maybe that Netflix subscription.

Our system lets you make "rules" for all your recurring write-offs, so we automatically mark them when they come in. This is definitely a good kind of rule and makes keeping up with your write-offs that much easier!

Rules aren't just for your write-offs. They can be for personal expenses too. No matter the charge, we can keep up with it! Here are some types of rules we can create for you:

• Write-offs: Your tax assistant will help you make rules for all those recurring write-offs, like utilities, subscription services, insurance, etc. Now you wonʻt have to worry about making sure they get added each month

• Personal charges: We can also make rules for personal transactions so we don’t add them each month. This is perfect for things like grocery stores, streaming services that aren’t work-related, etc.  

• The maybeʻs: Maybe you have a charge that’s only a write-off some of the time. Weʻll be sure to ask you about that merchant every time it comes up, so we can mark it appropriately 

We can create rules

Your tax assistant will be there to help you with creating rules, we also prompt from our end when we see multiple transactions from the same merchant. When this happens you can tap on the "create rule" button to add a rule.

A real person answers your questions

Why waste time doing research or trying to get an appointment with a CPA when you have a tax assistant of your own to help you with any tax-related questions you may need?

When you subscribe to Keeper, you’ll be assigned to one of our many amazing tax assistants. They’ll always be there to:

• Double-check those tricky write-offs
• Help you add rules
• Answer all those tough tax questions
• And so much more!

Here are some of the questions they can help you answer:

• Does my child qualify as a dependent on my return this year?
• Can I write off the cost of a haircut?
• Do you keep up with medical write-offs in the app?

Whether it’s about your tax situation or about the app, your tax assistant is there to help. Just ask away.

Weʻre not just here to do your taxes — we want to help you understand your taxes!

If you’re having technical difficulties or need some extra help getting that card linked up, your tax assistant can help you with that too!

As tax assistants at Keeper, we think of ourselves as your personal tax concierge. We’re one big support team, here to help you maximize your savings and understand the complex world of taxes.

We make tax filing easy

Remember all those business write-offs we've been asking you about throughout the year? You won't need to do anything on your part to see them included on your tax return — we'll automatically add them for you when you file with us.