Your Profile
To view your Tax Profile information, go to the Deductions tab, select the three-dot menu, and choose Tax Estimate. Then, click "Improve this estimate."
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, number of dependents if any, W-2 employee income, and freelance income.
Freelance work details: Here, you can specify the type of job or business you have, whether you travel for work, work from home, drive for work, or discuss work during meals.
Business use percentages: If you use your car or other resources for work, you can only deduct the percentage of expenses related to your business use. This is known as your business-use percentage. You can set the appropriate percentages for your car, home, phone, and public transport use here.
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.
📝 Note: Since you can log in using either your phone number or email address, if you’ve forgotten one, lost access to it, or changed your contact details, you can still use the other to access your account. Once you're logged in, be sure to go to the Settings tab > Login and credentials section to update your phone number or email address.
If you have any questions or concerns, please don't hesitate to let us know! We'll be happy to help you out.