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 "Tax Profile". There, you can customize all the important aspects of your tax profile, like the following:
- Your work: 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 W-2 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 helps us find your write-offs and ask you about expenses that may apply.
- 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.