Youʻve taken the plunge and now youʻre a part of the Keeper family. Itʻs time to set up your account so you can maximize all the benefits we offer.
Linking up your accounts
Getting your business cards linked to track your write-offs is probably the most important step in setting up your account. We recommend linking up any accounts that business purchases come from. We accept both checking accounts and credit cards, and they are super easy to link.
When you log into the app the first time, you will see an option to link up Checking Accounts and Credit Cards right from the home page. Just follow the prompts and youʻll have those accounts linked in no time.
Have multiple accounts? No problem! You can head over to the settings in the app to link up to 8 total accounts.
How to add/remove an account when your bank is already linked to Keeper
If you can’t add or remove an account from our app, you may need to change your sharing preferences directly from your bank’s website.
First, you’ll want to log in. Then, locate where you manage connected apps and find Plaid. This is where you can add or remove specific accounts that Plaid can access — including Keeper.
Below is an example of what the "Manage Connected Apps" screen may look like on your financial institution's website:
Exporting your write-offs
Weʻll be keeping up with those expenses all year long, and theyʻll be ready to go at a moment's notice. If you need a breakdown of your write-offs, you can head to settings in the app to request an export. That spreadsheet will include a breakdown of your expenses by category and will be ready to plug into your return.
Accessing your tax returns
When you file your tax return with us, you probably want a copy to hang on to. (You may need it if you apply for a loan or go apartment shopping.)
After submitting your return, head over to the "File Taxes" tab in the app to request a copy. Itʻll be sent to the email address we have on file for you.
Still working on your return and want to look over a working copy? Just email firstname.lastname@example.org, and weʻll get one to you.
Editing your tax profile
Having basic info about employment and income will help us understand what your taxes will look like. This helps build a custom profile for you, so you can make the most of all things tax-related.
Just head over to the settings in the Keeper app and go to your "Tax Profile". There, you can customize all the important aspects of your tax profile, like the following:
- Your jobs: You can add your 1099 jobs here, so we know what type of expenses weʻre looking for. Just click "Add/Remove Jobs" at the top of the page. If you do W2 work as well, you can mark that box
- The write-offs that apply to you: Do you drive for work? Do you work from home? Discuss work over meals? Travel for Work? Letting us know help us find your write-offs. That way we will ask about all those public transit expenses if youʻre taking the subway to work
- Business percentages: If 60% of your driving is work-related, you can only write off 60% of your car expenses. That’s called your business-use percentage. Here’s where you select that percentage for your car, home, and phone use
- Income and filing status: Weʻre not being nosy, we just want to estimate your tax rate. Put in your annual income, the state you are working in, and your tax filing status.
Filling out your "Profile and membership" settings
From this important tab, you’ll manage all the little details that ensure your subscription is active and we can always reach you. Here’s what to put in:
- Messaging Preferences: You can choose between app notifications or text messages. We can text, so you never miss a thing
- Profile information: Here you can update your email address and phone number
- Manage membership: The most important one! You can activate your membership, upgrade your subscription, or cancel if you need to. You can also update your payment information as well
This can feel like a lot of information, but donʻt get overwhelmed. If you have any questions or concerns, reach out to your tax assistant in the app, or email email@example.com. Weʻll be happy to help you out.
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