The Tax Filing section of your dashboard is your personalized gateway to filing taxes with Keeper. You can get started with the touch of a button. The process is completely automated, easy to follow, and fast, so there's no need to be a tax expert.
The filing flow will walk you through the process of uploading your forms and documentation. After that, our team of tax assistants does the heavy lifting so you don't have to. If you'd prefer to file on the app, feel free to check out our article about Filing in the App!
Tax Filing Interface
You'll see the tax filing interface once you log in to the website. Select "File Taxes" to start, track your progress, pause, and go back later if necessary. As an annual subscriber, you can access our tax filing flow at no additional cost and enjoy the benefits:
You can rest easy knowing that filing with us is a quick and effortless process, and your tax return will be professionally reviewed by a tax expert before it is sent to the IRS.
Don't worry, we won't send your tax return until you confirm your intent to file.
Navigation: Tax filing
When you first start your tax return, we'll ask who you’re filing for: yourself, your spouse, or dependent(s).
You'll then be taken to where you can view the different sections of the filing flow:
To access navigation between sections, select "File Taxes" on the left side of your screen.
💡 Tip: A yellow caution hexagon means there is missing information required before you can submit your tax return for review. Please go back to that section to resolve the error.
Navigation: Tax filing or File taxes
Overview of the filing flow, where you can access different sections of the filing flow.
Navigation: Tax filing -> File Taxes
Any returns you filed with us are shown here. You can also request a copy to be emailed to you.
Navigation: Tax filing -> Past Returns
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, tap on the "Tax Help" button at the bottom of the menu.
💡 Tip: If you need further assistance, don't hesitate to reach out to your tax assistant in the Tax Help tab.
Navigation: Tax Help
Upload tax forms
You can upload any tax forms or tax documents right here. You can drag and drop, upload a photo, or choose a file to include your tax forms. You can skip this section if you don't have any forms.
Navigation: File Taxes -> Upload tax forms
In this section, you'll be able to view your annual business expenses, broken down by category, complete with the cumulative savings.
Navigation: File Taxes -> Find write-offs
|If you need to make edits, simply click on the “Write-offs” section. This will take you to your write-offs dashboard, where you can make any necessary adjustments. If you'd like to make extensive edits, we recommend logging into the Keeper app! You'll have full access to edit your write-offs within the app. We'll automatically include the write-offs you tracked in the app after you submit your return for review.
In this section, we'll first ask if uncommon situations apply to you. If you answer “no,” you'll be asked to start filing by entering your personal details.
Navigation: File Taxes -> Household details
Name, birthday, Social Security number or ITIN, and if someone can claim you as a dependent. The next screen asks if you have a driver’s license or state ID. Finally, we ask if you are married.
Navigation: File Taxes -> Household details -> About you
Address, City, State, Zip code, if you lived in another state within the year, and where you enter the other state address. We'll then ask if you financially supported someone else who lived with you, their details, who they are in relation to you, and a few questions to confirm if you're able to claim them as a dependent.
Navigation: File Taxes -> Household details -> Home address
About your spouse
Name, Social Security number or ITIN, birthday, and whether they have a driver’s license or state ID.
Navigation: File Taxes -> Household details -> About your spouse. You might need to tap on "See more" if you don't see this under the Household details section.
Dependents (if any)
Name, birthday, Social Security number or ITIN, and how they're related to you. We'll then confirm if you're able to claim them as a dependent.
Navigation: File Taxes -> Household details -> About you. You might need to tap on "See more" if you don't see this under the Household details section.
In this section, we'll ask about all the different types of income you earned within the year. If you want to know more about each of these income tax forms we cover them here.
Navigation: File Taxes -> Income
1099-NEC — Enter the type of work you do, then select your industry (if it prompts you to). Finally, upload your 1099-NEC or enter your info manually.
If you enter your info manually, you’ll need to fill in:
If there were other boxes filled out, be sure to tap “Yes” and enter the following if they apply:
Navigation: File Taxes -> Income -> Freelance Income -> 1099-NEC
1099-MISC — The first screen is where you enter the type of work you do, business category, and industry. Then enter:
If you have other, uncommon boxes filled out, be sure to tap ”Yes” in response to the last question. Then, you may enter:
Navigation: File Taxes -> Income -> Freelance Income -> 1099-MISC
1099-K — Enter the type of work you did, or your industry.
Most platforms that issue 1099-K’s charge platform fees. The next screen is where you enter your platform fees:
Navigation: File Taxes -> Income -> Freelance Income -> 1099-K
I didn't receive a tax form — If you didn’t receive a 1099 form you should still enter the income received. You can do this by tapping on “I didn't receive a tax form” and enter the following:
Navigation: File Taxes -> Income -> Freelance Income -> I didn't receive a tax form
Employee income (W-2)
Here you can easily upload your W-2 or enter it manually. If you enter this form manually, we'll ask about:
If there are uncommon boxes, be sure to click on “yes”.
Answer “yes” if your W-2 contains multiple copies with different states
Navigation: File Taxes -> Income -> Employee Income
Gambling income (W-2G)
If you had gambling winnings, you can manually report your payer's information, along with the information from boxes 1-17 on your form.
Navigation: File Taxes -> Income -> Gambling Income
Unemployment income (1099-G)
If you received unemployment, you can upload a PDF or manually report that form here. If you choose to report it manually, include:
Choose “yes” if there are other boxes filled out on the form:
Navigation: File Taxes -> Income -> Unemployment Income
Interest income (1099-INT)
If you received interest income you can upload your 1099-INT or manually report it in this section. If you manually enter it in:
If there are other boxes filled out tap on “yes” and fill out:
Navigation: File Taxes -> Income -> Interest Income
Dividend income (1099-DIV)
If you need to report dividends from an investment, you can upload that form here or manually enter the information on it.
If there are other boxes filled out tap on “yes” and enter:
Navigation: File Taxes -> Income -> Dividend Income
Investment Income (1099-B)
If you need to report crypto or other investments, you can upload your 1099-B or manually enter it here:
Mark “yes” if the form has other term transactions.
Navigation: File Taxes -> Income -> Investment Income
Retirement income (1099-R, SSA-1099)
You will have the option to upload or manually report a 1099-R or SSA-1099 from here.
Navigation: File Taxes -> Income -> Retirement Income -> Retirement plans (1099-R)
Navigation: File Taxes -> Income -> Retirement Income -> Social security (SSA-1099)
Sold Personal Items
In this section, we'll ask if you've sold any personal items throughout the year. Even if you didn't receive a 1099, you should report this income.
We'll ask you to enter:
Then, we'll ask if the property was acquired over multiple dates. If not, just select no and enter the dates you bought and sold the item for. If you did buy the items over multiple dates, just select yes and continue through the filing flow.
Navigation: File Taxes -> Income -> Sold Personal Items
Credits and Deductions
Once you've completed all the previous sections, you'll be able to complete your state taxes. This is where you tell us about the state(s) you've lived in and worked in.
Navigation: File taxes -> State Taxes
By clicking on 'Add more' you can add up to 2 states that you've lived or worked in.
Navigation: File Taxes -> State taxes -> Add more
Next, you'll be asked to split your residency, specifying the particular state you lived in during each month.
It's important to note that you can't attribute a single month to more than one state. If you lived in multiple states during a single month, select the state where you lived the longest that month.
Navigation: File Taxes -> State taxes -> Split residency by state
We'll then see if you qualify for any state credits by asking you a series of questions. Be sure to answer these questions so we can maximize your state refund amount. The questions you may see:
Navigation: File Taxes -> State taxes -> click on 'Add more' to add another state.
When all are complete and you see green check marks in all sections you're able to submit your taxes for review.
Navigation: File Taxes -> Submit
This is where you can enter your Identity Protection PIN if the IRS sent you one.
Navigation: File Taxes -> Submit -> Next
You'll see an overview of your:
If everything looks good, select "Next" to save your information. Tax filing isn't currently open, so we'll let you know once tax filing does open up in January!
Navigation: File Taxes -> Submit -> Next
Want to know more? See our Filing with Keeper article for more useful tips.
Have you already submitted your e-filed tax return to the IRS through the File Taxes tab? See our Tax Returns with Keeper article for more information on what comes next.