Keeper is a feature-rich platform built to help you manage business transactions and file your taxes with confidence. Below is a simple roadmap to guide you through each tab and feature on your online dashboard.
The first section you'll encounter is File Taxes. This serves as your personalized starting point for filing with Keeper, letting you begin the process with just a click. The experience is fully automated, easy to follow, and fast, so you don’t need to be a tax expert to get started.
The filing flow walks you through uploading your forms and supporting documents step by step. Once that’s done, our team of tax experts takes care of the rest, handling the heavy lifting on your behalf. If you prefer to file on your phone, you can also check out our article on Filing in the App!
File Taxes Interface
When you log in to the Keeper website, you’ll be taken directly to the File Taxes interface, which serves as your starting point for filing your return. From there, you can select the tax year you’d like to file.
If you’re a Premium subscriber, you have the flexibility to file not only your current-year return but also prior-year returns all from your online dashboard.
Navigation: File Taxes -> Year (Left Corner)
Once you have chosen your tax year, you can start your return, monitor your progress, and pause or resume whenever you like. The filing process is divided into three key stages: Share details, Keeper review, and Sign and file. We will go over each of these steps in more detail later on.
Rest assured, filing with us is quick and straightforward. Before your tax return is sent to the IRS, it will be professionally reviewed by a tax expert.
And don’t worry, your tax return won’t be submitted until you have reviewed and confirmed your intent to file. You can go back to edit your information or ask questions if needed!
Copy of past returns
All tax returns you filed through Keeper, both current and previous years, are stored in your Keeper account for your convenience. To request a copy, simply head to the File Taxes section, choose the year you filed, and select the option to have your return emailed to you.
When viewing a specific return, you’ll also find a summary that breaks down how your tax bill or refund was calculated, giving you a clear overview of your filing details. This summary will include key details such as:
- Adjusted Gross Income (AGI)
- Standard or itemized deductions
- Total taxable income
- Any non-refundable credits
- Gross taxes owed
- Taxes withheld and refundable credits
If you need to quickly check information like your AGI, simply select the tax year you’d like to review.
Navigation: File Taxes -> Year you filed (Left Corner)
Tax Assistant Chat Box
You can also access our AI Assistant chat box if you have any questions while going through the filing flow. Our AI assistant is powered by the collective intelligence of Keeper accountants and tens of thousands of previously filed tax returns, which can help you easily get through the filing process.
To access the chat box, click on the Ask button at the bottom-right of your screen.
💡 Tip: For more personalized assistance, simply ask for help from a staff member, and they’ll be happy to assist you.
Navigation: File Taxes -> Ask
Book a tax pro call
Within the File Taxes section, you’ll also find an option to schedule a consultation with one of our tax professionals. This service is perfect if you have specific tax questions or need more personalized guidance tailored to your situation.
Simply select Book a call, and you’ll be directed to the Tax Pro section, where you can schedule a time that works best for you.
For a closer look at how the consultation works and what to expect, check out our Tax Pro Consultation article for more details.
📝 Note: You must be subscribed to Premium or be on a Premium free trial to book a call with a tax pro. If you’re not on Premium, you’ll be prompted to upgrade before you can book a call. The Premium free trial includes one complimentary tax pro call.
Navigation: File Taxes -> Book a call
Other available services
Need help with something beyond your standard tax filing? The Other Available Services section in File Taxes gives you access to additional tax services that can help you stay on top of your tax obligations throughout the year.
Here’s what you can find in this section:
- Tax estimate: Get an estimate of your potential tax bill or refund based on the information in your account. Selecting this option opens the Tax Estimate feature, which you can also access from the Bookkeeping and Profile tabs on your web dashboard.
- Tax planning strategies: Explore strategies that may help you reduce your tax liability and make informed decisions about your taxes throughout the year. Simply upload a copy of your previous year’s tax return to receive personalized tax planning strategies based on your tax situation.
- Set up a business (LLC, S-Corp): Get help setting up your business and choosing the appropriate business structure.
- LLC filings and deadlines: Get assistance with certain state-level LLC filing requirements and deadlines.
- Schedule quarterly payments: Set up your federal quarterly estimated tax payments to help you stay on track with your tax obligations.
- Amend a return: Get help correcting or updating a previously filed tax return when an amendment is needed.
- File S-Corp/partnership taxes: Get assistance with filing your business tax return if you operate as an S corporation or partnership.
To get started, go to File Taxes > Other Available Services and choose the service you need. From there, you’ll be guided through the next steps and our team can take it from there.
Navigation: File Taxes -> Other Available Services
Set up a business (LLC, S-Corp)
If you need assistance setting up an LLC for your business or have an existing LLC and are considering an S-Corp election, the Set up a business (LLC, S-Corp) option can help you get started.
Selecting this service under Other Available Services directs you to our partner, Swyft Filings, which offers Keeper customers a 10% discount on all formation packages. Simply select Get started to continue and take advantage of your Keeper-exclusive 10% discount on Swyft Filings’ formation packages.
Navigation: File Taxes -> Other Available Services -> Set up a business (LLC, S-Corp)
Schedule quarterly payments
Keeper can help you estimate your quarterly tax payments and provide guidance on when and how to make them. If you’re a Premium subscriber, you can schedule your federal quarterly tax payments for the current year when you file your return, so you don’t have to remember to make each payment manually.
If you’ve already filed your current-year return, you can still schedule any remaining federal quarterly payments for the year. Just go to File Taxes > Other Available Services > Schedule Quarterly Payments.
When using this feature, if you filed your return with Keeper, we’ll use the information from your Keeper-filed return to calculate your estimated payments. If you filed elsewhere, we’ll ask you to provide three lines from your prior-year Form 1040 or upload a PDF copy of your return.
📝A few things to keep in mind: Keeper can’t schedule payments for quarterly deadlines that have already passed, so you’ll need to make any missed payments yourself. Currently, Keeper can only schedule federal quarterly tax payments. If you’d like help calculating your state quarterly estimated taxes, reach out to us and we’ll be happy to assist.
Navigation: File Taxes -> Other Available Services -> Schedule Quarterly Payments
File S-Corp/partnership taxes
If your business is structured as an S corporation or partnership, the File S-Corp/partnership taxes service can help you get started with your business tax filing. Business tax returns are handled separately from your personal return and may require additional forms and information based on your business structure.
When you select this service under Other Available Services, you’ll be directed to the Ask feature, where you’ll be asked to upload a copy of your last year's business tax return. Our team will then review the return to better understand your business and determine what filing support you may need.
Once we’ve reviewed the information, our team will reach out with the next steps and additional details about the filing process. Business tax filing services are available through Keeper’s Business Plan as part of our Add-on Services.
Navigation: File Taxes -> Other Available Services -> File S-Corp/partnership taxes
Filing prior-year returns
Premium subscribers can file not only their current-year return but also prior-year returns for 2022, 2023, and 2024 directly from the online dashboard.
To begin, navigate to File Taxes, select the tax year you want to file, and start the process by uploading your tax forms for that year. You’ll answer a few simple questions and submit your information for review. Our tax expert team will then prepare your return and notify you as soon as it’s ready for filing.
📝For returns from 2021 and earlier, our team handles preparation manually. Just reach out to us, and we’ll manage the process for you. Additional fees may apply for older returns, depending on the tax year and the number of returns you need to file.
Navigation: File Taxes -> Year (top left corner)
Filing amended returns
If you’ve already filed your return, whether through Keeper or another service, and need to make changes, our Premium subscription allows you to file an amendment with ease.
To begin, go to File Taxes, select the tax year you want to amend, then navigate to Other Available Services at the top-left of the page. Choose Amend this 20XX tax return if you filed with Keeper, or Amend a 20XX return I filed elsewhere if your return was filed outside Keeper.
Navigation: File Taxes -> Other Available Services -> Amend this return
You’ll then see a prompt to start the amendment process. Click Continue, and the system will switch from the standard filing flow to the amendment filing flow, allowing you to proceed with your amendments.
From there, simply upload your tax forms, answer a few questions, and indicate the changes needed on your return. Once completed, submit it for review by selecting Continue to tax pro review, and our tax team will begin preparing your amendment.
If you selected the amendment option by mistake or decide not to proceed, simply click Delete this amendment to return to the standard filing flow.
For returns from 2021 and earlier, amendments are handled manually by our tax team. Just reach out to us, and we’ll guide you through the next steps.
Navigation: File Taxes -> Amendment flow -> Delete this amendment
Navigating the Tax Filing Process
Let's now explore the various sections of the filing process!
1. Share details
Drop off tax forms
At the beginning of the tax filing process, you can upload the necessary tax forms or documents for your return. You can do this by dragging and dropping your files, uploading a photo, or selecting documents from your device.
📝 After you’ve uploaded your tax forms, you can review them by returning to the Drop off tax forms section of the File Taxes tab. This will show all the forms you've uploaded, and you can view the details by selecting each specific form.
Navigation: File Taxes -> Share Details -> Drop Off Tax Forms
Moreover, if you prefer to input your tax form details manually, you can easily do so by selecting Enter manually. This option directs you to a page where you can choose the specific tax form you wish to enter manually.
Navigation: File Taxes -> Share details -> Drop off tax forms -> Enter manually
Review your deductions
Once you've uploaded all your tax forms, you can scan your bank accounts to identify potential deductions. After scanning, be sure to review your deductions to confirm that everything is accurate.
Navigation: File Taxes -> Share details -> Review your deductions
Answer personalized questionnaire
Once you're done reviewing your deductions, you can start answering the questionnaire. You'll be prompted with a series of questions tailored to your tax situation. Please answer them as accurately as possible. If you have any queries or find any part unclear, feel free to let us know. We're here to assist you every step of the way!
Navigation: File Taxes -> Share details -> Answer personalized questionnaire -> Start questionnaire
Submit for review
The next stage of the filing process involves reviewing all the details you've entered. Once you've completed answering all the questions, you'll land on a summary page that neatly organizes the information you've provided. Each section in your tax filing summary is interactive, allowing you to easily make any adjustments if necessary.
During this stage, you also have the option to include any additional income, credits, or deductions by simply clicking on the sections marked with a + sign.
Navigation: File Taxes -> Share details -> Your tax information
If everything appears accurate, you can proceed to submit your return for review by selecting Continue to tax pro review. Our dedicated team of tax experts will then review your filing to ensure its accuracy.
2. Keeper review
Once we have completed the review of your return, we will inform you if there are any issues that need your attention. If everything is in order, you will see your tax bill or refund details when you return to the filing process. Before you submit your tax filing to the IRS, you’ll have the opportunity to review your return and the final tax calculations, which will show your tax bill and/or refund amounts for both federal and state taxes.
Remember, we won't submit your return without your approval!
Tax return summary
On this page, you'll see your finalized tax bill or refund amounts, as well as a summary of your tax filing information.
Tax bill amounts are displayed in red, while refund amounts appear in green. You also have the option to edit your return by selecting Unlock to make edits.
📝 Please note that you will only see your finalized tax bill/refund details in the File Taxes section after submitting your return for review.
3. Sign & file
Once you’ve confirmed your tax bill or refund details and are ready to proceed with filing your return, simply click Sign & File to move on to the next step.
Selecting your payment method
On the next page, you’ll choose your payment method. This will be utilized for either paying your taxes or depositing your refund if you're entitled to one.
You have the option to add a bank account or choose the pay later option.
If you choose Add a bank account, you can either select from the accounts already linked to the app or manually enter your bank account information.
Opting to pay later allows you to make the payment yourself or set up a payment plan with the IRS, giving you more time to pay your taxes. However, if you're anticipating a refund from either the IRS or your state, selecting this option means they will mail you a check to the home address you provided on your return.
Sign your return
After selecting your payment method, we'll ask if you'd like a copy of your return emailed to you. It's important to carefully review your tax return before signing.
On the following screen, you'll be able to sign your return.
Once you've signed, you'll see another overview of your finalized tax bill or refund with a breakdown of your tax information.
At the bottom of this page, confirm your intent to file by clicking on the Send to IRS button.
‼️Important Note: Once you submit your return to the IRS, you won't be able to make any further changes to your return. Make sure to select this option only when you’re certain you’re ready to file and no additional edits are needed.
Congratulations! Your return will be transmitted to the IRS.
Now, sit back and relax. You'll receive a confirmation once the IRS accepts your return.
If, for any reason, the IRS rejects your return, don't worry. We'll promptly notify you and provide details on why it was rejected and how to correct the error.
Want to know more? See our Filing with Keeper articles for more useful tips.