Keeper Navigation

Navigate your way through the app.

• In App: Deductions tab

  The Keeper app is a feature-rich environment designed to help you manage your business expenses and file your taxes! Below is a roadmap to help you navigate every tab and feature available in the app.  

  You'll see the "Deductions" tab once you log in to the app. Much of your experience with Keeper will be focused on this page.

  Year

  With the touch of a button, you can jump back and forth between your deductions for this year and from the previous year.

  Keep in mind that we only support tracking deductions for the current year and the previous year at this time. 

  Navigation: Deductions tab 

  

   

  Manually adding an expense

  The "+" icon in the top right corner is where you can manually add a business expense. 

  

  All you need is:

  • The name of the purchase
  • Amount spent 
  • Category 
  • Date 

  You can also attach a photo of your receipt if you prefer.

  Don't forget to hit 'Save' so the expense gets added to your deduction spreadsheet! 

  Navigation: Deductions tab -> Plus sign

  

   

  Deleting a manually-added expense

  If you need to remove a manually added expense, navigate to the Deductions tab, locate the expense you want to delete, and then tap on 'Delete' at the bottom of the page.

  Navigation: Deductions tab -> select manually added expense -> Delete

  

   

  Create a rule

  The 'create a rule' icon in the top right corner next to the '+' is where you can manually create a rule for your recurring expenses. 

  

  This will bring a pop-up window where you can create rules. If you already created a rule, you'll see that rule listed on this page.

  When creating a rule, all you need to enter are: 

  • Merchant name 
  • Deduction status
  • Category

  You can also choose to apply the rule to past purchases. By selecting this option, all expenses with the specified merchant name will be automatically updated according to the rule you’ve set.

  Navigation: Deductions -> Create a rule icon

  

   

  Estimated tax savings 

  The amount you see is an estimate of the money you'll get back from the government at tax time, either as a tax refund or a bill reduction.

  Keeper does the math so you don't have to. For those who want to know, the value is determined by multiplying your tax rate by the dollar value of your total tax deductions.

  Don't worry, there won't be a test.

  Navigation: Deductions -> Estimated Tax savings

  

   

  View business expenses by category 

  When you tap on your estimated tax savings amount, a pop-up window will appear with a breakdown of your total deductions X your tax rate and your total estimated tax savings.

  

  This is where you'll also see a list of all your business expenses per category. And where you can view, manage, and edit them. 

  By tapping on the chevron symbol in a specific category, you’ll see all the added deductions.

  Reviewing these sections is a great way to stay organized and ensure all your deductions are tracked.

  Navigation: Deductions -> Estimated tax savings

  

   

  Search expenses by name

  The magnifying glass icon 🔍 will let you search your transactions by name. (e.g. Amazon)

  Navigation: Deductions -> Magnifying glass

  

   

  Sorting Expenses

  Below estimated tax savings, you can see a list of all your expenses that you can filter by:

  • Status
  • Category
  • Account
  • Amount
  • Most recent or highest amount

  Navigation: Deductions

  

   

  Filter by transaction status

  If you tap on Status, you’ll be able to filter your transactions by:

  • Deductions
  • Not deductible
  • Ask Me

  Navigation: Deductions -> Status

  

   

  Ask Me/Suggested Expense Category

  Under Ask Me/Suggested, you'll see a list of business expenses for you to go through if there are expenses that haven't been categorized. With a tap of a button, you can mark each expense as either a deduction or not.

  Checking this area of the app frequently to correctly mark each expense is a great habit to develop.

  More deductions equal more tax savings!
  Navigation: Deductions -> Status -> Ask Me

  

   

   "Ask" Feature

  Not sure whether an expense can be deducted? Don't worry; we got you covered!

  You'll notice that your uncategorized or unreviewed expenses (transactions with a 💡 icon) have an "Ask" option under them. This feature allows you to instantly ask if that specific expense can be deducted. Simply tap on that button and it will take you to the "Ask" tab where our AI Assistant answers your question in seconds! Moreover, if the AI assistant determines that a human response is needed, it will alert one of our staff members to provide an answer instead.

  Navigation: Deductions -> Select the uncategorized expense -> Ask

  

   

  Editing an expense 

  Tapping on any expense in the "Deductions" tab opens up a list of tools to help you micro-manage the transactions that are added to your list of deductions. 

  You can tap on a specific purchase to:

  • View the rule
  • Add receipt photo
  • Add a note
  • Edit the amount spent
  • Edit the category
  • Mark the purchase as a deduction
  • Remove it from your deductions

  You'll also see other details such as the amount spent, your current tax rate, your tax savings for that specific expense, and the account it's coming from.
  Navigation: Deductions -> Select an expense

  

  Add a receipt photo

  In the Deductions tab, you can easily attach a photo of your receipt by tapping on an expense and selecting "Add receipt photo."

  Navigation: Deduction -> Select expense > Add receipt photo (optional)

  

  Add a note

  You can also add a note to your expenses. This is helpful if you'd like to add extra documentation for your transactions, especially business meals, such as who you're with or what the meeting was about.
  Navigation: Deductions -> Select an expense > Note (optional)

  

   

  Bulk edit 

  The bulk edit feature allows you to make changes for multiple transactions at once. Simply press an expense and hold it for a few seconds until you see the multi-edit mode. You can then select the expenses you'd like to edit.

  Navigation: Deductions tab -> Press and hold an expense

  

  After selecting the expenses, tap on 'Edit.' This will pull up a screen where you can bulk change the expenses by the following:

  • Split amounts
  • Add a note
  • Change expense categories
  • Mark as tax deductions
  • Mark as personal

  Split amounts allows you to change the business-use percentage of the transactions you have selected.

  Add a note lets you add the same note for all expenses selected.

  Mark as tax deductions will add the expenses to your deductions, and

  Mark as personal lets you mark the expenses as personal.

  Navigation: Deductions -> Press and hold an expense -> Edit

  

  By selecting change expense categories, you can edit the category of the expenses with just one tap. Here, you can see all the categories you can choose from. Kindly note that you can only select one category for all the expenses you have selected.

  Navigation: Deductions tab -> Press and hold an expense -> Edit -> Change expense categories

  

• In App: File Taxes tab

  The “File Taxes” tab 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.

   

  File Taxes Interface

  When you first go into the file taxes interface, you can enter the filing flow to start your taxes, 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:

  • 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: File Taxes -> Continue Filing

  

   

  Estimate my refund

  Curious about your potential tax refund? Get a quick estimate by tapping 'Estimate my refund' to calculate your refund in seconds!

  📝 Keep in mind that while the calculator provides a rough estimate of your potential tax bill or refund, it does not account for other sources of income, credits, and deductions during the filing process. Therefore, it serves as a helpful guide rather than a precise calculation. Your actual tax bill or refund amount may vary after submitting your return for review.

  Navigation: File Taxes -> Estimate my refund

  

   

  Discover the benefits of filing with Keeper

  Explore some of the benefits of filing with us!

  1. Seamless form upload

  With our drag-and-drop feature, filing your taxes is as simple as uploading your tax forms, and Keeper will handle the rest.

  

   

  2. Reviewed and signed by a tax professional

  Your return is meticulously reviewed by a tax professional, ensuring accuracy and giving you the confidence to file.

  

   

  3. Tax experts on standby

  Our tax experts are available around the clock to provide advice at no additional cost. Just visit the 'Ask' tab for any questions or assistance you may need.

  

   

  Find answers to common tax filing questions

  Scrolling down to the bottom of the File Taxes interface, you'll discover answers to frequently asked questions that our customers often encounter while filing their taxes.

  Navigation: File Taxes -> Frequently asked questions

  

   

  Share your feedback

  You can provide feedback on Keeper at the bottom of the File Taxes page.

  Navigation: File Taxes -> How are you liking Keeper?

  

   

  Navigation

  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.

   

  To access the tax filing navigation, tap on the button with the three lines at the bottom left corner of your screen.

  Navigation: File Taxes -> Three Lines in Left Corner

  

   

  Under navigation, you'll see the following:

  File taxes

  Selecting this will guide you through the filing process. If you've already begun, it will take you directly to your current progress.

  Navigation: File Taxes -> Three Lines in Left Corner -> File Taxes

  Past returns

  All tax returns filed through Keeper, including both current and previous years, will be displayed here. You can then request to have a copy emailed to you. Additionally, if you uploaded any tax forms during the filing process, you’ll be able to download them here once your filing is complete.

  Navigation: File Taxes -> Three Lines in Left Corner -> Past Returns

  File on your computer

  Provides instructions on how to log in to your account on the Keeper website.

  Navigation: File Taxes -> Three Lines in Left Corner -> File on your computer

  Exit tax filing

  Takes you back to the interface of the “File Taxes” screen.

  Navigation: File Taxes -> Three Lines in Left Corner -> Exit tax filing

  

   

  Tax Assistant Chat Box

  You can also access our AI Assistant chat box if you have any questions while going through the filing flow. Simply tap on the chat box icon at the bottom of your screen.

  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.

  💡 Tip: For additional assistance, feel free to contact your human tax assistant through the Ask tab. Simply request a staff member to assist you.

  Navigation: File Taxes -> Chat box icon

  

  

   

  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 have the option to upload the tax forms or documents needed for your return. You can simply drag and drop your files, upload a photo, or select a document from your device to ensure your forms are included.

  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 contact your tax assistant via the Ask tab. 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 

  We'll review your tax return to ensure completeness and will notify you once the review is finished. Before submitting to the IRS, you'll be able to review your return and finalized tax calculations indicating your tax bill and/or refund for federal and state directly in your web dashboard. 

  Remember, we won't submit your return without your approval! 

  

  After we've completed the review of your return, we'll notify you if there are any issues that require your attention. If everything is in order, you'll find your tax bill or refund details when you go back to the filing process.

   

  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.

  Remember, if you have any questions or concerns, feel free to contact your human tax assistant through the 'Ask' tab by requesting assistance from a staff member.  We're here to help!

   

  Want to know more? See our Filing with Keeper article for more useful tips.

• In App: Ask tab

  The Ask tab is where you can ask us questions you have about your business deductions, tax return, membership, how to use the app, or anything in between. And as your tax assistant, you'll get an answer from us directly.

  Did we mention, that this feature is completely free? And you can message us anytime in-app!

   

  

   

  Navigation: Ask -> Type message here

   

• In App: Referrals tab

  The Referrals tab is where you can access your unique referral link to share with friends. This tab provides details about Keeper's referral program and allows you to input your PayPal account for reward payments.

  When you refer a friend, they will receive a 25% discount on Keeper's annual or premium subscription. If they subscribe to Keeper (Annual or Premium) and remain a user for at least 30 days, you will earn a $50 reward. You can earn up to $500 through Keeper's referral program by referring multiple friends.

   

  

   

  You can also track the progress of your referrals. When your friend signs up for Keeper, a clock icon will appear next to their name in your referral bank. Once your friend has subscribed and used Keeper for 30 days, the clock will turn into a green check, showing that you are eligible for your $50 reward.

  
  You will be paid $50 via the paypal account you provided for reward payments. It's that easy! 

   

   

   

   

   

• In App: Settings tab

  The "Settings" tab is a central hub for managing various aspects of your Keeper account. Here, you can access and update your Profile & Preferences, including personal information like your email address and phone number.

  The tab also allows you to connect and manage your financial accounts, ensuring all relevant information is up-to-date. Additionally, you can customize your Notification settings, review your Past returns, and access your Account & Subscription details to manage your subscription preferences.

  Moreover, the "Settings" tab offers secure account management options. You can update your Login credentials, use the Refer a friend feature, and access educational resources through Tax University.

   

   

  

   

  Profile & Preferences

  Connected financial accounts

  Simply tap on "Connected financial accounts" in the Settings tab to link your bank accounts or cards. Once you link your account(s), our system will begin finding potential deductions.

  Navigation: Settings -> Connected financial accounts

  

  You can even control whether or not a specific account is used for work, personal, or both. You can remove an account from here, too.

  Navigation: Settings -> Connected financial accounts -> Select an account -> Remove this account

  

  We partner with Plaid to connect your accounts. By connecting through Plaid we do not have access to your personal information.

  We're only able to see purchases from your linked accounts. And that's to find deductions that put more savings in your pocket.

  

   

  Profile

  Household details

  In this section, you can set your Tax filing status, State, Expected 1099 income (annual),  and W-2 (employee) income. 

  Navigation: Settings -> Profile

  

  Freelance work details

  This is where you can edit the type of work you do. Don't worry if you can't find an exact match. Just give it your best shot and choose the option that closely aligns with what you do.

  Navigation: Settings -> Profile

  

  Details about your work

  Keeper uses this information to help calculate your savings, and to predict which expenses qualify as a deduction. 

  Navigation: Settings -> Profile

  

  In this section, you can adjust the slider buttons to the value that best represents the percentage of time your vehicle, phone, home, and/or public transportation is used for 1099 work.

  For example, if you drive six hours each week, and three hours is for work, adjust the slider to 50%. These values can be changed at any time.

  Navigation: Settings -> Profile

  

   

  Notification settings

  Here, you can adjust your notification preferences to:

  • App notifications
  • SMS text messages
  • Don't notify me

  Navigation: Settings -> Notification settings

  

   

  Past returns

  You can easily access the tax forms and returns you filed with Keeper from here. You can also access the "File Taxes" tab navigation by tapping on the hamburger icon in the bottom left corner.
  Navigation: Settings -> Past Returns

  

  

   

  Account & Subscription

  Refer a friend

  Support others in their tax-saving journey by referring them to Keeper. Simply share your referral link from this section.

  Navigation: Settings -> Refer a friend

  

   

  Login credentials

  In this section, you can update your:

  • First and last name
  • Email address
  • Phone number

  Navigation: Settings -> Login credentials

  

   

  Manage subscription

  This is where you can view and manage your membership plan.

  • Edit subscription 
  • Edit payment method 
  • Cancel subscription renewal

  📝 When you cancel the renewal of your subscription, you are effectively unsubscribing / deactivating your account. You will not incur any charges moving forward unless you decide to resubscribe.

  Navigation: Settings -> Manage subscription

  Towards the bottom of the 'Manage subscription' page, you'll find an option to permanently delete your Keeper account. Please note that choosing this option will unlink all connected bank accounts and erase all data stored in your account, with the exception of your tax filing information. To comply with federal regulations, tax filing data must be retained for three years.

  Navigation: Settings -> Manage subscription -> Delete account and all data

  

   

  Tax University

  Our Tax University can be accessed from here where you can learn about all things taxes without the jargon.

  Anything from the home office deduction, LLCs, and even advertising deductions.

  Navigation: Settings -> Tax University

  

   

  Log out

  To sign out of your Keeper account, scroll to the bottom of the Settings tab and select the "log out" button. This will safely log you out of your account.

  Navigation: Settings > Log out

  

   

   

• Tax University

  Now that you've set up your Keeper account, you might have questions about various tax topics, such as:

  • What is a 1099 tax bill?
  • Do you qualify for the home office deduction?
  • How do quarterly taxes work?

  For clear, comprehensive answers and resources, check out Tax University! This free resource, available both within the Keeper app and online, offers valuable information on everything from business deductions to tax filing.

  To access Tax University in the app, go to the Settings tab. You'll find Tax University listed as the last item.

  You can also access Tax University online for your convenience. Explore our resources and get the answers you need to navigate your taxes confidently!

   

• See all 10 articles