Your Profile
To access your Profile information go to the Settings tab > Profile.
Having detailed information about your employment and income helps us understand your tax situation more accurately. This enables us to build a custom profile for you, maximizing your tax-related benefits.
Household Details: This section includes your filing status, state of residency, W-2 employee income, and freelance income.
Freelance work details: Here, you can specify what you do for work, when you started, if you travel for work, work from home, drive for work, and if you discuss work over meals. Just click "Edit" under "Freelance work details" to update this information.
Vehicle business use percentage: If a portion of your driving is work-related, you can only deduct that percentage of your car expenses. This is known as your business-use percentage. Here, you can select the appropriate percentage for your car, home, and phone use.
Login Credentials
To access your Login credentials go to the Settings tab > Login credentials.
Keeper uses email and your phone number (via SMS) to log you in, so it is important to keep these details updated!
Here, you can easily update your name, email address, and phone number.
If you have any questions or concerns, please don't hesitate to contact us through the Ask tab in the app! We'll be happy to help you out.