In the filing flow

Answers for all the questions that may come up while you're filing!

  • I don't see a deduction that I should have

    If you’re missing a deduction, start by double-checking your expenses to make sure it's not hiding somewhere before adding it manually —you don't want duplicates.

    If you don't see it, make sure it's been added to your list of expenses. You can manually add the expense in the app or link another card to ensure it's included.

    When you head back to your return, your missing expenses will be automatically added in.

  • What if I don't have a Social Security number?

    Not everyone has a Social Security number. But they still need to file taxes.

    In this scenario, you’ll need an Individual Taxpayer Identification Number (ITIN) to file your return. Learn more in our article, “What Is an Individual Tax ID Number (ITIN) and How to Get One.” 

    Once you have your ITIN number, head over to the “File Taxes” tab in the app to get started with your return.

  • How do I make changes if I already submitted my tax return for review?

    When you submit your return for review, your return will be locked and you won't be able to make any changes until the review is finished. Do not worry! If you need to make edits, you can message your tax assistant, and we’ll be happy to help. You can also unlock your return yourself!

     

    Once the review process is done, go back to the File Taxes tab and you'll see a page stating that your return has passed our audit risk review. 

     

    Simply click on Next, and it will take you to a page showing your tax file summary. You can edit your return by clicking on Edit at the right side of your tax info.

     

    After that, a message will pop up asking you if you'd like to edit your tax return.

     

    As long as you haven't confirmed the amounts of your return, we’ll get it opened so you can make edits. Be sure to resubmit it when you finish up!

  • How do I make changes if my tax return is already submitted to the IRS?

    If you need to make any changes to your return, you must file an amended return. Here’s more info on how to file an amended return: https://www.irs.gov/newsroom/if-you-must-amend-your-return

    Keeper also offers a premium subscription that includes preparing and filing amended returns. 

  • Something doesn't look right with my refund amount

    If your refund isn't adding up, take some time to review all of the information you've reported on your tax return. Have you included all your deductions and reported all your income? Does your return need to be unlocked so you can make changes?

    If everything has been entered correctly, the amount of your refund is accurate. If you're ever in doubt, ask your tax assistant. We’ll be happy to guide you through any questions.

  • My refund is not the same as my estimated tax savings

    Your estimated tax savings amount is an estimate of how much your tax bill will be reduced by applying all your deductions to your tax return. It is not the same as a tax refund. 

    You can review how the estimated tax savings amount is calculated by tapping on the amount in the app. You'll be able to review your total deductions and your estimated tax rate to see how the amount is calculated.