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 will do 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. You can track your progress, pause at any time, and return later to complete it as needed. As an annual subscriber, you can access our tax filing flow at no additional cost and enjoy the benefits:
- Easy form upload
- Max refund
- 100% accuracy
- Professional prep
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!
Navigation: Tax filing -> File taxes
When you first start your tax return, we'll ask who you’re filing for: yourself, your spouse, or dependent(s). Following that, you'll begin the filing process, which involves three key stages:
- Share details
- Keeper review
- Sign & file
We'll delve into each of these stages in greater detail later on.
Past Returns
All tax returns filed through Keeper, including both current and previous years, will be available in this section. You can request to have a copy of any return emailed to you. Additionally, if you uploaded any tax forms during the filing process, you'll be able to download them under the 'Documents' section once your filing is complete.
Navigation: Tax Filing -> Past Returns
When you select a specific tax return to download, you'll also see a brief summary showing how your tax bill or refund was calculated. 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 go to the Past Returns section after filing and select your tax return to view the details.
Ask tab
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 of the menu.
💡 Tip: For more personalized assistance, simply ask for help from a staff member, and they’ll be happy to assist you.
Navigation: Web dashboard -> Ask
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
Scan for 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 -> Scan for 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 Keeper 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 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 send your return to the IRS, you won't be able to make any further changes to your return.
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.